Commoditize your complement has been invoked as an explanation for Meta's strategy to open source LLM models (with some definition of "open" and "model").
Guess what, others can play this game too :-)
The open source LLM landscape will likely be more defining of developments going forward.
But that doesn't mean your commoditization has to win. Just that you pushed the field towards commoditization... So I'm not sure why Meta would "panic" here, it doesn't have to be them that builds the best commoditized model.
The Blind post is about the staff panicking. Even if Zuckerberg is not panicking, you can surely see why staff/execs (supposedly being paid up to $6m/yr+) might panic over the possibility Zuckerberg might conclude 'oh, we don't need to be in the foundation model business, DeepSeek has it handled'...
As it happens, Zuckerberg appears to have concluded that FB needs to still be in the foundation model business: https://www.facebook.com/4/posts/10116307989894321/ Possibly because LLMs are far from 'done', and it's unclear if DS does have it handled indefinitely.
Yeah, panic is definitely not applicable in this case, but its still kind of awkward. "Thought leadership" and brownie points with the wider community are frequently invoked as additional motivating factors when a corporate entity open sources a technology.
Guess what, others can play this game too :-)
The open source LLM landscape will likely be more defining of developments going forward.