On Monday, Chinese technology giants Baidu Plan to make it Erny Generic AI The Large Language Model Open Source, a step in the technical field of China that may be the largest in the AI ​​race since the emergence of Deepsake. A BAIDU spokesperson confirmed the plan and said that open sourcing would be a gradual roll-out.

Will it be a shock for the market On the orders of lampsakeThis is a question that divides AI experts.

A major change is that Baidu was not always on the Open Source Bandwagan.

“Baidu has always supported its proprietary business model and was vocal against Open-SUS, but disruptions like Deepsek have proved that the open-source model can be competitive and reliable as proprietary,” Lion Jai SU, Technology Research and Advisory Group Omdia’s chief analysts, First told CNBC.

Now that Baidu has decided to open the source, even if it is not a deep moment, it is an important for the global AI race.

“This is not just a story of a China. Every time a major laboratory opens a powerful model, it raises the bar for the whole industry,” Sean Rain, Associate Professor of Computer Science at the University of Southern California and AI researcher of Samsung of the Year.

Rain says that Baidu’s move gates pressures closed providers such as Openai and Anthropic to justify the API and premium pricing.

“While most consumers do not care about whether the code of a model is open, they care about the low cost, better performance and support for their language or field. Those benefits often come from open models, who give developers and researchers the freedom to customize, customize and deploy rapidly,” Ren said.

Other industry experts look at an open source Erney, as it comes to the value equation, so it is even more disruptive to both the US and Chinese competitors.

“Badu threw a molotov in the AI ​​world,” said ALEC Starsmore, founder of AI Advisory Epic Loot. Starsmore said, “Openi, anthropic, deepsek, all these people thought they were selling top-pay champagne, realizing that Badu is giving something as powerful,” Starsmore said, starsmore said, compared to the move of Bidu’s costco as Kirkland.

He said that the message of all the world’s startups “stop paying the top dollar.”

“This is not a competition; it is a declaration of war on pricing,” said Starsmore.

Baidu stated in March that its recent Eernie X1 model performs on the equal value with the R1 of the model Deepsek “only at half price.”

BAIDU CEO, Robin Lee, earlier this year indicated that roll-out AI will help developers worldwide in development. Lee said in a speech to developers in China in April, “To empower our release developers to create the best applications – without worrying about model capacity, cost or development equipment,” said in a speech to developers in China in April.

At least, this is another moment in time when investors will have to analyze how the dynamics of the cost in the AI ​​model access are changing quickly, and this means that more applications can be made on top of the “these dirt cheap models”, Starsmmore said. He said, “Baidu is going to sow the world with Chinese AI model,” he said.

Providing these AI devices more widely is a remarkable development from Baidu, but “news of the open source of Baidu is possibly land with a large thood,” Cliff Jurkivicz said, the vice -president of the global strategy in Fenome, an AI company for the human resource sector. “Most people in the United States do not even know that it is a Chinese tech company,” he said.

Jurkiewicz compared a wide step to open architecture in AI as the difference between Android and Apple.

“When Android emerged for the first time, its standout feature was that it was configuble and adaptable. But it was almost a lot of work in the sense that people just wanted to work properly,” Jurkivicz said. “Android, out of the box, is plain and vanilla, so it must customize it, and this is a real challenge,” he said.

Altman of Openai says that the open source needs ‘detected’

There is no doubt that the open source movement in AI is a threat to the business model of key players in the space. Openai CEO Sam Altman wrote January 1 redit thread Regarding this issue, more recent Senate testimony states that an open source may rollout in this summer.

Altman said, “While openiA has an open-sourced model in the past, the company has generally favored an ownership, closed source development approach,” Altman said, saying, admitting that it may require a change. ,[I personally think we need to] Find out a different open source strategy, “Altman said.” Not everyone shares this scene in OpenEE, and it is not even our current top priority … We will produce better models [going forward]But we will maintain less lead than in previous years. ,

In Senate may have presence, Altman said“We realize that we open AI, can help more to help here. So we are going to release an open source model that we believe that this will be a leading model in this summer because we want people to manufacture on US stack in terms of closed source models. Many worlds use our technology and technology of our colleagues. We think we are there in good size.”

more recently, Altman posted that release will be delayedBut it is still determined for summer.

According to Jurkivicz, one advantage maintains American players, with many questions about the BAIDU release security, the enterprise will face suspicion at the enterprise level. “On the other hand, the big player-Openai’s chatgpt and Microsoft’s co-pilot-co-pilot-co-pilot-co-colon-co-pilot-coal,” said Jurkivicz.

Ren said that open source often expresses a sense of transparency, which is not necessarily translated into the market trust. “Just because the weight of a model is public, it does not mean that we know what data it was trained on, what was agreed, or if those data contributors were credited or compensated,” Rain said.

Since AI becomes more inherent in our daily life, lack of accountability becomes a serious issue. “If we don’t address it right now, we risk the scaling system that quietly withdraws value from millions without consent, credit or compensation,” Ren said.

Some with lampsac Countries banned AI And there were there Extensive concerns About the consumers downloading technology.

Starsmore said that if more products are tied to Baidu API, sugar links can be dangerous. “This will actually provide China access to every app on every phone. It is a scary component,” he said.