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The AI dollar store is here and could be trouble for Big Tech

Mar 07, 2025 - businessinsider.com
The cost of building AI is decreasing significantly due to new techniques like distillation, which allows developers to create smaller, more efficient models by using a larger "teacher" model to train a smaller "student" model. This method is gaining traction as it reduces the need for expensive computing resources and makes AI development more accessible. Companies like DeepSeek have demonstrated the potential of distillation by training competitive models at a fraction of the cost, challenging the dominance of Big Tech's expensive foundation models. Distillation is not new but has gained importance with the availability of high-quality open-source models, enabling developers to create specialized models at lower costs.

While distillation offers opportunities for cost-effective AI development, it also poses a threat to large proprietary models from companies like OpenAI and Anthropic. These companies may attempt to limit distillation by restricting access to reasoning paths in their models. However, the widespread availability of open-source models and datasets makes it challenging to control the use of distillation. As the technique continues to evolve, it raises questions about the future financial prospects of companies that rely on large foundation models, suggesting a shift towards creating valuable products rather than focusing solely on model development.

Key takeaways:

  • The cost of building AI is decreasing, with new techniques like distillation allowing for cheaper development of large language models.
  • Distillation involves using a larger "teacher" model to improve a smaller "student" model, making it possible to create efficient models at a lower cost.
  • Distillation is gaining significance due to the availability of high-quality open-source models, challenging the dominance of expensive proprietary models.
  • While distillation offers opportunities for smaller AI companies, it poses a threat to large foundation model builders, who may attempt to limit its use.
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