so presumably you’re expecting me to do in-depth research on the random link that you’ve just dropped with no explanation before I answer your question?

Molmo’s claims are not only overblown but also deceptive in the way they frame their technological breakthroughs. While it boasts of outperforming larger models, this kind of comparison can be misleading. Larger models aren’t always optimized for the same tasks or benchmarks, and simply beating them on select academic or evaluation metrics doesn’t mean Molmo is truly superior in real-world scenarios. This selective reporting ignores critical challenges such as model robustness, scalability, and performance consistency in diverse, unpredictable environments. The claim that it can “point at what it perceives” sounds like a breakthrough but lacks clarity on its real value. It skirts around how this capability would handle complex, ambiguous inputs or perform in tasks that require nuanced decision-making rather than basic recognition and interaction. By presenting these features as transformative without addressing the practical limitations, Molmo’s marketing feels designed to impress rather than inform.

From an investment perspective, Molmo’s deceptive marketing strategy makes it a particularly bad bet. Its appeal seems centered on buzzwords like “next-generation,” “outperforming,” and “multimodal,” but these are vague and overused in the AI space. Investors may be drawn in by the hype, but Molmo fails to provide evidence of how its models would be commercially viable or significantly better than well-established proprietary systems. Furthermore, being an open system, Molmo may lack the strong market protections and business models needed to compete with closed, proprietary ecosystems that have more strategic control over their IP and monetization. The deceptively optimistic framing of its potential blinds investors to the realities of AI development, which is fraught with high costs, unpredictable performance in deployment, and an increasingly crowded competitive landscape.