空白画布式 AI 战略:Thinking Machines 的开源模型 Inkling 与 Slate Auto 的皮卡异曲同工
The Blank Slate AI Strategy
Thinking Machines 发布 Apache-2.0 开源模型 Inkling,975B 参数、基于 45 万亿 token 从头训练,定位通用基础模型。模型权重免费,但通过其微调平台 Tinker 的定制化服务收费。该策略与 Slate Auto 售价 $24,950 的可定制皮卡类似,以低价通用基础产品吸引用户,通过增值定制实现商业化。
作者把 Inkling 的开源策略与低价定制皮卡类比,指出权重免费、微调收费的商业模式逻辑,提供了一个理解开源 AI 变现的视角。
In short : Slate Auto's $24,950 customizable pickup truck & Thinking Machines' Apache-2.0 Inkling model pursue the same strategy: ship a deliberately unremarkable, general-purpose base cheap & let customers build value through customization. That business model funds open source in AI.
What does a bare-bones pickup truck have in common with a state-of-the-art AI lab?
Both share a disruptive idea.
In June, Slate Auto revealed the Blank Slate : a $24,950 electric pickup with hand-crank windows, no stereo, no speakers, no touchscreen, & no paint.1 A blank canvas inviting inspired customization.
A month later, Thinking Machines Lab released a parallel in AI, Inkling : a 975B-parameter model, trained from scratch on 45 trillion tokens, entirely open source.2 If models could be colors, this one would be the gray.
The company’s spider chart shows it’s a generalist model, good in many domains, a base ready to be customized.
Thinking Machines isn’t giving the model away out of altruism. Inkling launched on Tinker, the company’s fine-tuning platform : the weights are free, but the customization charges rent.
Selling customization is one way to commercialize open-source AI, just as accessories monetize a Slate.
Ship a general-purpose base, & let the customer make it their own.
Models like Inkling are the pickup truck of American AI : general-purpose, rugged, customizable, & the foundation on which US open source AI will be built.
来源:Tomer Tunguz 博客(VC 分析) · tomtunguz.com