Silicon Valley Elites Lobby for Bans: Is Open Source AI Dead? No, It's Just a Bubble Bursting

A set of data: In Q2 2024, global downloads of open-source AI models on Hugging Face surpassed 300 million, 2.5 times the same period last year. During the same period, OpenAI's API call volume growth slowed from 20% per quarter to 8%, and Anthropic's Claude API revenue grew only 5% month-over-month. According to the Stanford HAI report, among AI models released in 2023, the proportion of open-source models exceeded 60% for the first time, and the performance gap is narrowing—Meta's Llama 3.1 405B has approached GPT-4o in multiple benchmark tests. Behind these numbers lies Silicon Valley's core route battle, as well as this week's heated lobbying war: OpenAI and Anthropic publicly demand US restrictions on Chinese open-source models, while Jensen Huang and Elon Musk oppose bans.