Dean Ball on open models and government control

Watching history unfold between Anthropic and the Department of War (DoW) it has been obvious to me that this could be a major turning point in perspectives on open models, but one that’ll take years to be obvious. As AI becomes more powerful, existing power structures will grapple with their roles relative to existing companies. Some in open models frame this as “not your weights, not your brain,” but it points to a much bigger problem when governments realize this.
If AI is the most powerful technology, why would any global entity let a single U.S. company (or government) control their relationship to it?
I got Dean W. Ball of the great Hyperdimensional newsletter onto the SAIL Media weekly Substack live to discuss this. In the end, we agree that the recent actions by the DoW — especially the designation of Anthropic as a supply chain risk (which Dean and I both vehemently disagree with) — points to open models being the 5-10 year stable equilibrium for power centers.
The point of this discussion is:
* Why do open models avoid some of the power struggles we’ve seen play out last week?
* How do we bridge short term headwinds for open models towards long-term strength?
* The general balance of capabilities between open and closed models.
Personally, I feel the need to build open models more than ever and am happy to see more constituencies wake up to it. What I don’t know is how to fund and organize that. Commoditizing one’s compliments is a valid strategy, but it starts to break down when AI models cost closer to a trillion dollars than a hundred million. With open models being very hard to monetize, there’s a bumpy road ahead for figuring out who builds these models in face of real business growth elsewhere in the AI stack.
Enjoy and please share any feedback you have on this tricky topic!
Listen on Apple Podcasts, Spotify, and where ever you get your podcasts. For other Interconnects interviews, go here.
Chapters
* 00:00 Intro: is the Anthropic supply chain risk good or bad for open models?
* 04:03 Funding open models and the widening frontier gap
* 12:33 Sovereign AI and global demand for alternatives
* 20:55 Open model ecosystem: Qwen, usability, and short-term outlook
* 28:20 Government power, nationalization risk, and financializing compute
Transcript
00:00:00 Nathan Lambert: Okay. We are live and people will start joining. I’m very happy to catch up with Dean. I think as we were setting this up, the news has been breaking that the official supply chain risk designation was filed. This is not a live reaction to that. If we get any really, really interesting news, we’ll talk about it. I think one of the undercurrents that I’ve felt that this week where everything happened is gonna touch on is open models, but there’s not an obvious angle. I think I will frame this to Dean to start, which is how does-- Like, there’s two sides of open models. One is that there’s the kind of cliche like, not my weights, not your weights, not your mind, where like somebody could take it away if not an open model, which people are boosting like, “Oh, like Anthropic’s gonna take away their intelligence.” But the other side is people worried about open models existing that the Department of War can just take and use for any purpose that it wants. And I feel like both of these are a little cliche. And the core question is like, is this type of event where more control is coming towards AI and more multi-party interest, like is that gonna be good or bad for the open weight model ecosystem?
00:01:12 Dean Ball: My guess is that in the long run, this is probably profoundly good for open weight AI. And like the whole reason I got in, like, so I became interested in frontier AI governance. I did something totally different with my time before. I wrote about different kinds of policy and studied different kinds of policy. And the reason I got into this was because it immediately occurred to me that the government was gonna... I was like, okay, let’s...