Building the Future with IT
2026.04.08
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The AI War: Who Will Win?
This piece draws a parallel between today's AI race and the history of computing (from mainframes to the PC), arguing that open source could become the "giant slayer" against closed models like OpenAI/Anthropic. The main argument rests on three strengths of open source: security/privacy (on-premise operation), fast customization/fine-tuning, and near-zero marginal cost from self-hosting. It also points out that if open source reaches roughly 90-95% of closed-model performance, and consumer AI hardware (NPUs) advances enough for "local AI" to spread, closed-model companies could lose momentum. It concludes that the future may split in two: closed models pushed toward extremely hard, frontier-level problems, and open models spreading as a general-purpose foundation running on billions of devices.
