at risk of quoting myself... :)

> By offering frontier inference closer to cost *and* open-sourcing everything that's sub-frontier

It's two prongs! One prong is that their frontier inference pricing is significantly cheaper/closer-to-at-cost as Anthropic's.

The subject of this thread is the other prong: offering compelling models that are sub-frontier and self-hostable.

Self-hosting models and at-cost frontier models are the high-end and low-end disruptions, respectively, to Ant/OAI/etc.'s business models.

This is literally competition

1. Google is dumping on the market to weaken OpenAI and Anthropic.

2. Every time you search for Claude or ChatGPT, you get presented with an AdWords bidding war.

3. Google is deploying its models in Search, Docs/Drive/Office, YouTube, Chrome, ...

1. This isn't dumping

2. I'm not sure what this has to do with the case, unless you're arguing Google has an ads monopoly, in which case the best argument would likely not be that adwords lead to bidding wars because that just sounds like they're selling a product people really want to pay for

3. There's nothing criminal about being a very diversified business

You're right that it's not literally frontier. But like recent Qwen releases, it is a lot more capable than anybody thought models of this size could be a year ago, like capable enough to set a ceiling on what you can charge for AI for certain applications. Others still clearly justify a stronger model, but this trend may continue, etc.