An open letter to Dario: if you mean it, open the weights
Posted by routelastresort 2 hours ago
Comments
Comment by Aurornis 1 hour ago
No, really:
> As you know, funding for frontier model development depends on valuations that assume the weights remain proprietary. By changing that assumption, we can reduce the money available for future training runs and slow progress at every lab at once, without a regulator deciding anything.
Which doesn’t even follow. It depends on every lab in the world agreeing to self-destruct their valuations and stop competing. That’s a much more impossible ask than anything Dario is asking for.
It also ignores the possibility of new labs starting up, using the open weights, and continuing exactly where the old labs left off.
I feel like I just read the ramblings of someone who got so excited about the headline that they didn’t take the time to think if their argument was sound.
Comment by floatrock 1 hour ago
What are the alternatives?
A regulator saying no? Easy, your headquarters has just moved the Cayman Islands, Ireland, or Switzerland... the US office is just a subsidiary leasing the brand IP and doing marketing.
Or, you just ignore the regulator behind closed doors because you're part of some black budget. You wouldn't be able to talk about that closet back there even if it did exist.
Or, you don't do any of these complicated loopholes and you simply move all the training and inference to a different jurisdiction.
If the only winning move is not to play, how do you ensure everyone stops playing?
Simple: you must destroy the game.
It does have a kind of mad logic to it.
(That is a bit dramatic, but the idea is if we accept that AI research will happen wherever there is capital available, instead of restricting the research you restrict the return that capital can earn. And the only provable/market way of doing that is to require the results to be open. In other words, if the benefits of getting all that cash to buy GPU's gets handed out to everyone for free, then there will be far less cash floating around to buy GPUs, slowing down the process)
Comment by T-A 46 minutes ago
Comment by zozbot234 1 hour ago
That argument is straight from Dean Ball on Twitter. Open-weight models are "decelerationist", which is bad if you're completely AGI-pilled but is actually great if you're either worried about AI Safety falling to an arms-race at the frontier (this is Dario's argument, and note that open weight models are far behind the proprietary frontier, especially since they target widespread lean deployment so they must skimp on total parameters and compute requirements) or Yann-LeCun-pilled (i.e. skeptical about AGI/ASI but optimistic about the practical usefulness of current AIs) like most people in China (including, reportedly, Chinese leadership).
Comment by Aurornis 1 hour ago
Open weight models are accelerating AI adoption and make it easier for other labs to advance their own models.
There is nothing decelerationist about it.
This entire line of thinking can be dismissed by observing that labs releasing open weight models are advancing rapidly.
Comment by zozbot234 1 hour ago
Comment by Aurornis 53 minutes ago
They advance with the benefit of the open weight models that US companies were forced to release.
Comment by zozbot234 35 minutes ago
If you're referring to open weight labs, then that continuing advancement has been successfully "paced" via the decelerationist effect of open weights. Isn't that effectively what Dario is arguing for? He's explicitly saying that "pacing" the frontier won't feel to users like no advancement is happening.
Comment by wasabi991011 49 minutes ago
Is the frontier's moat not mainly data and compute? How does making the frontier open weight affect that?
Comment by jacobgold 1 hour ago
It's a law, so nobody has to agree to anything. If want to sell access to a model, you have to open the weights.
It's Dario's plan that depends on every lab in the world agreeing.
Step #2 of his essay is "democratic coordination" among frontier labs and step three is coordination with China. I'm suggesting a single law Congress could pass that every US model company would have to follow on the same day, whether they like it or not.
Frontier progress is compute bound. Compute is bought with investor money. Investors put up tens of billions because they expect to sell the proprietary model that is created.
You're welcome to think the effect would be smaller than I do. But "it requires everyone to agree" is backwards.
Comment by Aurornis 1 hour ago
Laws don’t extend to the entire world. There are AI labs outside of the US that are not that far behind. Forcing US companies to open their weights would hand those labs another advantage, moving the frontier AI to a location outside of any US regulation.
Your proposal doesn’t make any sense.
> The plan that depends on every lab in the world agreeing is Dario's.
I don’t understand how you think creating a law in the US to destroy our AI companies and give an advantage to competitors we can’t regulate accomplishes anything in line with the AI safety debate.
Comment by jacobgold 1 hour ago
Frontier development won't simply move offshore because the GPUs, most of the people, and almost all of the funding is here.
Our European and Asian allies would probably go along with this idea, because it costs us far more than it costs them.
Comment by Aurornis 1 hour ago
So the US AI labs get taken out, and US companies fall behind on access, too?
This is beyond unrealistic.
> Our European and Asian allies would probably go along with this idea
I could see European countries doing it.
Asian - absolutely no way that would happen.
Comment by jacobgold 1 hour ago
It would only slow down the development of new models. But we've already got models with massive "capability overhang" that we could keep pushing for years.
Comment by CamperBob2 1 hour ago
Comment by ucyo 1 hour ago
Just asking for a friend (“shut up Netflix, I already asked”)
Comment by reverius42 47 minutes ago
* Destroy the free internet in the US, ban VPNs in the US, assume enforcement of this is effective, ban frontier AI development in the US (probably needs at least one constitutional amendment)
* Assume no other countries will continue to develop AI and approach or push the frontier
* Then, the frontier ceases to move until the US companies agree to let it move again
...
I don't think anyone proposing a "pause" has studied politics or game theory even at a high school level.
Comment by linkregister 1 hour ago
Comment by jacobgold 1 hour ago
Comment by hypfer 1 hour ago
Incredible.
Yes, why would you ever address someone with something that is not in their best interest. Especially people that have power.
I agree. We should never do that and let them just live in peace and do their thing.
Comment by vorticalbox 1 hour ago
Comment by andai 1 hour ago
Step 1, form a world government?
Comment by jacobgold 1 hour ago
Comment by andai 57 minutes ago
Comment by manlymuppet 1 hour ago
Even if your someone who thinks open models are good for safety overall, a private model exposed only by an API point at least gives somebody control. How we should use that control is debatable, but at least it's there. Once you release that control by making a model open, you can't take it back.
If we think AI safety doesn't require closed weights, we should collectively decide on that and then move forward from there. But it shouldn't be something decided by default, by a few people from a few companies. We all have to live with the consequences of a choice like that, and since it is irreversible, we shouldn't decide it without consensus first.
Comment by andai 1 hour ago
The Chinese labs are already "self-destructing" voluntarily by releasing their weights. Or do they have an actual business model?
Comment by ekelsen 1 hour ago
Comment by charcircuit 19 minutes ago
Did OpenAI releasing GPT-2 self destruct their billion dollar valuation or is it higher than ever today at $900B. The idea that releasing weights kills the future value that can come is not supported.
Comment by baxtr 47 minutes ago
I mean I get that they don’t want to share details on how AI might destroy humanity but this secrecy also leads to speculation that this is just a PR campaign pushing for regulation, which might come handy.
You don’t need to tell the world what your super AI has given you to cause this panic but definitely you could share it with a group of experts who then inform the public in a report, couldn’t you?
Comment by EA-3167 1 hour ago
Comment by Aurornis 1 hour ago
The conversation was about AI safety, monitoring, and regulations, not bubbles.
Forcing the weights to be opened to the world accomplishes the opposite of all of that. The argument is incoherent. Or this author doesn’t understand the topic at all?
> The companies themselves wouldn't do it, but they could be required to if they want to operate in the US.
What makes you think the companies outside of the US wouldn’t just thank the US companies for their open weights and then continue on without any of the regulations but all of the advantages?
Comment by jacobgold 1 hour ago
Or maybe you understand less than you think?
Frontier progress is limited by compute, and compute is bought with investor money. Investors fund labs at hundreds of billions because they expect exclusive ownership of the model weights.
If the weights are public the day a model ships, the valuations drop, the funding rounds shrink, and the next training run is smaller or later. Make sense?
Comment by Aurornis 1 hour ago
And that no other country might just take the open weights and continue right on with the advancements in private?
Comment by jacobgold 1 hour ago
Any country would be able to take the open weights and keep going in private. But countries like China can already do that today, since the weights are almost certainly already in foreign hands due to espionage.
What they can't do is fund the next frontier run at today's pace without selling into the US market, and selling into the US market can require opening the weights.
Comment by EA-3167 45 minutes ago
Comment by nfnfkfifirn 1 hour ago
Comment by tristanj 1 hour ago
Anthropic has already shown they're very comfortable with holding models from the public. Mythos has been around for what, six months, and there's never been a public release. Only the select few blessed by Anthropic have access.
Forcing transparency on public models will just accelerate privatizing access to these models. You don't want to live in that world.
Comment by jacobgold 1 hour ago
Enterprises are part of the public in this context, so that's not a loophole which would exist.
Comment by vlovich123 1 hour ago
Comment by bugufu8f83 1 hour ago
I mean... that's the entire point of their argument, yes.
>Anthropic gets most of its revenue from enterprise agreements anyway. Providing public models or providing public access to their models is their secondary business.
Enterprise agreements are public access.
Comment by jsnell 1 hour ago
The obvious outcome of this plan would be frontier models not being released at all to public It'd be an amazingly bad outcome. Models accessible to the public would stagnate (no capital, no access to frontier model tokens to distill from), while internal models would keep improving at their previous pace, use them in-house, and eventually eat the whole economy.
Comment by jacobgold 1 hour ago
Comment by quikoa 46 minutes ago
Comment by dumberquestions 19 minutes ago
Comment by throwaw12 1 hour ago
Are they trying to stop everyone else from catching up with them or have they hit some kind of roadblock to improve models even further?
But IMO, they're not trying to help humanity
Comment by olelele 1 hour ago
Comment by aarondong 37 minutes ago
> AI models are dangerous. They can help bad people do dangerous things. They may be capable of autonomously executing dangerous things. They may cause unwanted effects on the labour market.
> More capable AI models are more dangerous, but require more money to train.
> Money requires investors with expectations that the model will generate a profit over its operational lifetime.
> The operational lifetime value of a model is decreased if every model is public and can be hosted on any infrastructure.
> If investors see less operational lifetime value from model companies, model companies receive less capital and therefore train more capable models at a slower rate.
Follow-ons: There are immediate risks in releasing capable cyber models that can be ablated and then launch cyberattacks. Concentration of power moves immediately into the infrastructure layer for inference.
Models will be kept private for longer, if not indefinitely, given there is less incentive to release them publicly.
Enforcement globally will occur because accessing the lucrative US market means using an open source model.
The entire argument hinges on strict enforcement of this policy, when AI model routing can already be opaque.
It also hinges on investors being rational and expecting free cash flow from AI companies, rather than reaching a criticality threshold of model capability for recursive self-improvement internally and parlaying that into a global mega-corporation.
New labs and companies without infrastructure connections will no longer be able to raise money, given investor expectations, and therefore not be able to increment AI progress.
So a win for the infrastructure layer, models being kept private for longer, new labs being unable to compete, immediate risks in the rollout (I suppose could be mitigated by a staged rollout i.e. policy active in 2030, pricing effects now), enforcement being tricky, and in the event that foreign competitors lead the AI frontier and then start closing models, just conceding the market to them if US consumers and companies find workarounds to pay for foreign AI.
Comment by bryan0 1 hour ago
1. AI model safety is the most important thing.
2. open weights decreases model safety
So it seems unlikely that this suggestion would be well-received
Comment by MarcelOlsz 1 hour ago
Comment by sschueller 1 hour ago
Comment by sarjann 50 minutes ago
The counter argument from Anthropic is easy. If we open weights we can't detact it after being published / the guard rails that run on top of the models would be lost. Also abliteration would be much easier to do when a model's been publically release.
I'm not a fan of Anthropic but the argument in the article seems stupid.
Comment by astrostl 50 minutes ago
Comment by ppeetteerr 1 hour ago
Instead, they are partnering with some of the most disliked companies (x, meta) to further their goals.
Comment by ianm218 1 hour ago
Comment by MintyPyro 58 minutes ago
Comment by baby 1 hour ago
I’m not saying I’m for these solution, I’m probably against, but if we are being serious why are we not discussing these options?
Comment by jrflo 1 hour ago
2) frontier models are way more dangerous if they are open. It’s opening Pandora’s box, there’s no going back once they are released if they are too dangerous.
Comment by notcodingtoday 1 hour ago
This is such a short-sighted take and author seems unaware of what damage can be done with powerful open weights models (intentional or not).
Jail-broken Fable level LLMs can mean constant hacking leading to public desertification of the web (best case). Now imagine state sponsored bio lab leaking strange viruses on yearly basis. We've seen enough evidence already, it is difficult for me to imagine an engineer living at the centre of the change is writing this piece.
It's a different question if you ask me if I trust a single company to police the technology. But with the current state of things, I unwillingly admit that no state entity can do a better job at the moment.
Comment by Marha01 1 hour ago
A jailbroken model that can hack a website can also easily fix the vulnerability that allowed it to hack it. There is a limited number of such vulnerabilities. Over time, all vulnerabilities that are discoverable by the model would be patched and status quo would be restored (until a more powerful model is released: rinse and repeat).
Comment by notcodingtoday 1 hour ago
In your scenario, during the disruptive phase, I can imagine apps advertising 'we have Mythos backed security company defending our data'. Reminiscent of showing how much your gun is bigger than your neighbour or gangs on the street, it's truly distopian.
Comment by sgammon 1 hour ago
Somehow this plan manages to lean into every single bad outcome
Comment by andai 58 minutes ago
(That being said, Chinese labs are releasing weights, so I'm not sure how the economics actually work.)
Comment by sgammon 54 minutes ago
It also takes a lot to do anything with a 1T+ parameter model. Arguably there is still an immense capital moat. So I'm not sure it would even have the effect the author intends.
Comment by wyager 1 hour ago
"Any AI model a company offers to the public has to be released as open weights."
OK great, that means no models released to the public, complete concentration of power.
Comment by alxndr13 1 hour ago
Their entire funding model depends on that they generate much revenue _soon_
Comment by wyager 1 hour ago
By acquiring companies and letting the now-internal employees use AI, easily outcompeting any company they didn't acquire
Comment by jkahrs595 1 hour ago
Comment by t-o-m-e-k 1 hour ago
Comment by m3kw9 58 minutes ago
Comment by luqtas 1 hour ago
i mean, 3 months ago i started to use AI for a project i'm working for around 6 years, full-time but calling a billionaire good and principled is a stretch and when you consider what made him rich, you sound like a 3 year-old kid trying persuade a mom or a dad to get lollipops when your are diabetic
LLMs it's already a economical treat for various fields/people, which not only funnels powers to the elite even more, it does through by violating copyright... everyone who uses this technology is dirt (that includes me and my little dreams of hopefully creating a company which employs minorities on the tech field) but the amount of greed from people who own these servers/GPUs is beyond this world - the world isn't GPLv3 licensed yet, an ethical society wouldn't find excuses to provide and sell LLMs to the masses
Comment by nektro 1 hour ago
Comment by rvz 1 hour ago
Comment by Handy-Man 1 hour ago
Comment by sobiolite 1 hour ago
An open letter to Dario: if you mean it, give me a billion dollars!
Every time you, or any AI company releases a new frontier model, you have to give me a billion dollars. No strings attached. This will solve the danger of AI. Somehow.
Comment by oleganza 52 minutes ago
Also: releasing just the weights is like releasing some source code without makefiles or configuration scripts. Sounds half-baked.
PS. The real problem with concentration of mega-models is the same old problem of temporary monopolies in emergent markets (IBM in 80s, Microsoft in 90s, Google Search in 2000s). Let's not worry too much about other peoples' money and use the amazing tools we have to solve our problems today.
Comment by subhobroto 1 hour ago
The same playbook had been used, for eg. by Microsoft trying to fight Linux adoption and growth decades ago.
This is the *exact* same playbook used to instill fear and scare people into regulating and setting up barriers to open weight and open source model adoption which these companies know put their amortization and margins at serious risk. The outcome of this game is well known and well understood by this point. This FUD, even if it succeeds, only slows down, not stop, open source adoption. Eventually, open source always wins because people want something that they can control and manage costs.
Unless OpenAI, Anthropic, etc., will forever subsidize tokens, where it would never make sense for people, even after discounting 3rd Party/managed vs local/airgapped/self-host AI for risk, self-hosted AI, this FUD battle will eventually be lost, like it always has been. It is surprising to make this statement in late 2026, when OpenAI, Anthropic have not even IPO'd yet, and there is discussion in the streets that they'll IPO at trillions of dollars, something that is historically unthinkable, but history indicates otherwise: that in a decade or so, OpenAI and Anthropic are going to be footnotes in history and LLMs are going to be commodity with tokens selling all the way from unthinkably commodity to then-frontier intelligence prices.
We will tell those generations fond stories of how computers with hungry NVIDIA GPUs that could run quality language models in 2026 cost a month or two worth of a dev's salary, while the then-current generation phones that fit into a pocket has way more compute capability, were already AI native and were cheap as chips.
Comment by poincareball 1 hour ago
Comment by MachineMan 1 hour ago