Winner-takes-all market, losers merely survive
Cost narrative does not suit the large model industry; everyone is losing money, even the winners are losing. Losers feel this cannot go on, lack the ability to persuade winners to raise prices, and decide to first raise prices on their own outdated products—this is reckless self-sabotage and digging their own grave. Domestic open-source model vendors make a name for themselves, and after their models gain some competitiveness they all close source; qwen3.6/minimax2.7/glm5.1turbo etc. are not open-sourced. Other small vendors just tinker on base models, distill the winner models, and then expect to charge money—they are thinking too easily.
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Cost narrative does not suit the large model industry; everyone is losing money, even the winners are losing. Losers feel this cannot go on, lack the ability to persuade winners to raise prices, and decide to first raise prices on their own outdated products—this is reckless self-sabotage and digging their own grave. Domestic open-source model vendors make a name for themselves, and after their models gain some competitiveness they all close source; qwen3.6/minimax2.7/glm5.1turbo etc. are not open-sourced. Other small vendors just tinker on base models, distill the winner models, and then expect to charge money—they are thinking too easily.
