In 1994, Netscape revolutionized the internet with its pioneering browser, introducing technologies like JavaScript, SSL, and cookies. Its fall to Internet Explorer, bundled with Windows, marked a historic battle that echoes today in the clash between OpenAI and open-source initiatives like Deep Seck. This article explores strategic parallels and the impact of open models on the future of artificial intelligence.
The Rise and Fall of Netscape
Netscape dominated 90% of the market in 1996, with a model that charged commercial licenses starting at US$99. Its intuitive interface and technical features made it a benchmark. However, in 1995, Microsoft launched Internet Explorer 1.0, free and pre-installed on Windows. In three years, Netscape’s market share plummeted to less than 1%, leading to its sale to AOL for US$4.2 billion in 1998.
The Scorched Earth Strategy in the Digital Age
Deep Seck, by releasing open-source models, follows a similar “scorched earth” tactic: weakening the competitive advantage of rivals like OpenAI. The move recalls Netscape’s decision to open-source its code, giving rise to Mozilla, after losing ground to Microsoft. Experts speculate that the commoditization of AI will reduce differentiation between companies, pressuring giants to innovate or adapt.
Open Source as a Commodity: The New Battlefield
Leaked Google documents reveal concerns about the lack of a “competitive moat” in AI. Open models, like those from Deep Seck, level the playing field, requiring companies like OpenAI to prioritize continuous innovation or massive distribution. The integration of ChatGPT into platforms like Siri is a tentative step in this direction, but insufficient against agile competitors.
