Open source could pop the AI bubble — and soon

Valuations rest on the incorrect assumption that frontier model creators have built massive, durable moats /vallgravar/.

A recent study showed a sharp increase in the use of open models like Qwen and a steep decline in the market share of models from Google, Meta and OpenAI.

Mark Surman FT 17 December 2025

https://www.ft.com/content/353adf48-a5d6-4ea0-b5d7-9a94b141213a


https://qwen.ai/home

The writer is an open-internet activist and president of the Mozilla Foundation

https://www.mozilla.org/en-US/


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