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Are open source models catching up to proprietary models? We’ve looked back at 3 years of Arena’s data to show how the race has evolved. For comparison, we’ve taken the top 20% of the models and uncovered the following: - Before mid 2024: The gap was between 100-150 points...

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Arena.ai

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5 patterns in Text Arena's price–performance Pareto frontier since 2023: 1. GPT-4-level quality is now ~500x lower cost. - From a ~$50 blended price per million tokens in 2023 to ~$0.10 today. 2. The higher-price end is both better and lower-priced since 2023. - The leading Arena score has climbed ~170 points (1,330 → 1,500). While the price of the higher-end frontier models dropped from ~$50 to ~$20 per million tokens. 3. The low-cost end gained the most. - Under $0.20 per million tokens, the best available model went from ~1,000 Arena score in 2023 to ~1,440 today. 4. The low-cost/top performance gap has nearly closed. - In 2023, sub-$0.20 models trailed the leader by ~350 Arena points. Today, ~60. 5. The cast has rotated quite a bit. - - OpenAI set the 2023–24 benchmark. - AI at Meta strengthened the low-cost end in 2024. - Google DeepMind drove the 2025 jump. - Anthropic holds the peak in 2026. - xAI and Chinese labs like DeepSeek AI, Z.ai, Kimi.ai, Xiaomi MiMo, and Qwen are continuing to push the mid-price frontier.
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5 patterns in Text Arena's price–performance Pareto frontier since 2023: 1. GPT-4-level quality is now ~500x lower cost. - From a ~$50 blended price per million tokens in 2023 to ~$0.10 today. 2. The higher-price end is both better and lower-priced since 2023. - The leading Arena score has climbed ~170 points (1,330 → 1,500). While the price of the higher-end frontier models dropped from ~$50 to ~$20 per million tokens. 3. The low-cost end gained the most. - Under $0.20 per million tokens, the best available model went from ~1,000 Arena score in 2023 to ~1,440 today. 4. The low-cost/top performance gap has nearly closed. - In 2023, sub-$0.20 models trailed the leader by ~350 Arena points. Today, ~60. 5. The cast has rotated quite a bit. - - OpenAI set the 2023–24 benchmark. - AI at Meta strengthened the low-cost end in 2024. - Google DeepMind drove the 2025 jump. - Anthropic holds the peak in 2026. - xAI and Chinese labs like DeepSeek AI, Z.ai, Kimi.ai, Xiaomi MiMo, and Qwen are continuing to push the mid-price frontier.

Arena.ai

58,356 Aufrufe • vor 4 Monaten

.Josh Wolfe: Anybody Using DeepSeek App Is 'Absolute Fool' "Anybody using the DeepSeek app is an absolute fool. If you're using DeepSeek on companies like Together Compute, one of Lux's companies, which can get rid of the CCP censorship, then it's probably okay. But remember, the open-source movement is something we deeply believe in. Most great technologists, entrepreneurs, and venture capitalists are on the side of open source. The closed-source models that have consumed tens of billions of dollars are the ones that are really going to be at risk. When you look at Hugging Face, a major repository, or Together Compute, Runway ML, and a lot of Lux's companies, they have been pioneers in open source. Now, why am I not worried about open source, even with the DeepSeek model? As long as you don't have the CCP censorship on it, the models with their open weights allow people to run on their proprietary data. This means companies like pharma or defense companies that have their own siloed, proprietary data—think about Bloomberg with their proprietary longitudinal data, or Meta with their data—are the ones who will have the edge. Even as open source takes hold, these companies will still dominate. I’m not worried about open source being the problem. I’m more concerned about people overfunding closed models with no proprietary source. A lot of capital is going to be burned there, and we’re already seeing that with people worried about OpenAI in some aspects."
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.Josh Wolfe: Anybody Using DeepSeek App Is 'Absolute Fool' "Anybody using the DeepSeek app is an absolute fool. If you're using DeepSeek on companies like Together Compute, one of Lux's companies, which can get rid of the CCP censorship, then it's probably okay. But remember, the open-source movement is something we deeply believe in. Most great technologists, entrepreneurs, and venture capitalists are on the side of open source. The closed-source models that have consumed tens of billions of dollars are the ones that are really going to be at risk. When you look at Hugging Face, a major repository, or Together Compute, Runway ML, and a lot of Lux's companies, they have been pioneers in open source. Now, why am I not worried about open source, even with the DeepSeek model? As long as you don't have the CCP censorship on it, the models with their open weights allow people to run on their proprietary data. This means companies like pharma or defense companies that have their own siloed, proprietary data—think about Bloomberg with their proprietary longitudinal data, or Meta with their data—are the ones who will have the edge. Even as open source takes hold, these companies will still dominate. I’m not worried about open source being the problem. I’m more concerned about people overfunding closed models with no proprietary source. A lot of capital is going to be burned there, and we’re already seeing that with people worried about OpenAI in some aspects."

Josh Caplan

40,039 Aufrufe • vor 1 Jahr

4 years ago we were on the brink of AI becoming proprietary and centralized, when OpenAI kept GPT3 closed and VCs started dumping money on researchers. From fully open science, to fully closed, in a matter of months. It was scary, and 1,000+ leading researchers and scientists banded together to show the world that it was possible to do the same work in the open, and build an ecosystem that benefits everyone. That was the BigScience Research Workshop BLOOM project, and it put us back on track to open science, starting with forward-thinking organizations like Meta releasing OPT. Look at us now. Open models have not only caught up, they're state of the art now. Not just LLMs, but models for document AI, speech to text, text to speech, generating images and more. We're closing in on 2 million open weight models on Hugging Face. Thanks for the reminder Thomas Wolf .
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4 years ago we were on the brink of AI becoming proprietary and centralized, when OpenAI kept GPT3 closed and VCs started dumping money on researchers. From fully open science, to fully closed, in a matter of months. It was scary, and 1,000+ leading researchers and scientists banded together to show the world that it was possible to do the same work in the open, and build an ecosystem that benefits everyone. That was the BigScience Research Workshop BLOOM project, and it put us back on track to open science, starting with forward-thinking organizations like Meta releasing OPT. Look at us now. Open models have not only caught up, they're state of the art now. Not just LLMs, but models for document AI, speech to text, text to speech, generating images and more. We're closing in on 2 million open weight models on Hugging Face. Thanks for the reminder Thomas Wolf .

Jeff Boudier 🤗

21,956 Aufrufe • vor 1 Jahr

“We have a crisis of open source models in the Western world. Outside of China, there are no good open source models. We don't even have any in the US now. The talent, the capital and the focus to be best-in-class at pre-training, mid-training, post-training is an extremely scarce skillset. The answer for a lot of countries may just be to take an open weights model from China, post-train or fine-tune their own version, and have that be what they start from." Everett Randle Why does the West have such poor open source models and is it a national security threat to rely on open-source Chinese models Demis Hassabis Yann LeCun Aidan Gomez Lilian Weng Jan Leike
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“We have a crisis of open source models in the Western world. Outside of China, there are no good open source models. We don't even have any in the US now. The talent, the capital and the focus to be best-in-class at pre-training, mid-training, post-training is an extremely scarce skillset. The answer for a lot of countries may just be to take an open weights model from China, post-train or fine-tune their own version, and have that be what they start from." Everett Randle Why does the West have such poor open source models and is it a national security threat to rely on open-source Chinese models Demis Hassabis Yann LeCun Aidan Gomez Lilian Weng Jan Leike

Harry Stebbings

63,738 Aufrufe • vor 3 Monaten

Open models are closing the intelligence gap, says ollama's Jeffrey Morgan. That opens up a new opportunity for founders: coordinating fast, cheap models to solve more complex problems. “We’re maybe less than three months behind between the frontier closed models and the open models. But the next problem to solve is extreme efficiency.” “They’re good enough for 80% of the tasks, they’re really fast and they’re ultra cheap.” “That class of models, in my mind, will be the first ones that come down to this idea of the unlimited tokens.” “Being able to coordinate these flash models together to do different tasks can also yield great results that a bigger model can.”
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Open models are closing the intelligence gap, says ollama's Jeffrey Morgan. That opens up a new opportunity for founders: coordinating fast, cheap models to solve more complex problems. “We’re maybe less than three months behind between the frontier closed models and the open models. But the next problem to solve is extreme efficiency.” “They’re good enough for 80% of the tasks, they’re really fast and they’re ultra cheap.” “That class of models, in my mind, will be the first ones that come down to this idea of the unlimited tokens.” “Being able to coordinate these flash models together to do different tasks can also yield great results that a bigger model can.”

Y Combinator

58,126 Aufrufe • vor 1 Monat

✨Spotlight: Top 4 Code Arena open models Open models are moving fast, and this community is directly shaping how that progress shows up in real use. Your builds, votes, and experiments surface what frontier models can actually do in practice. To celebrate the momentum, we’re spotlighting the top open models in Code Arena (WebDev) 🧵👇 🔥 MiniMax (official) — MiniMax-M2.1 🤖 Z.ai — GLM-4.7 ✨ DeepSeek — Deepseek-v3.2-thinking 🚀 Xiaomi MiMo — Mimo-v2-flash (non-thinking) Let’s keep building in the open and raising the bar together 🚀
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✨Spotlight: Top 4 Code Arena open models Open models are moving fast, and this community is directly shaping how that progress shows up in real use. Your builds, votes, and experiments surface what frontier models can actually do in practice. To celebrate the momentum, we’re spotlighting the top open models in Code Arena (WebDev) 🧵👇 🔥 MiniMax (official) — MiniMax-M2.1 🤖 Z.ai — GLM-4.7 ✨ DeepSeek — Deepseek-v3.2-thinking 🚀 Xiaomi MiMo — Mimo-v2-flash (non-thinking) Let’s keep building in the open and raising the bar together 🚀

Arena.ai

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CHINA IS CATCHING UP IN AI 🇨🇳 China’s new open-source AI model, GLM-5.2 by Zhipu AI, reportedly matches Anthropic’s Claude Mythos in security bug detection. The model outperformed some Claude versions in independent cybersecurity benchmarks and can achieve Mythos-level performance. Unlike Claude Mythos, GLM-5.2 is open-source and significantly cheaper to run. The gap between US and Chinese AI models is narrowing rapidly.
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CHINA IS CATCHING UP IN AI 🇨🇳 China’s new open-source AI model, GLM-5.2 by Zhipu AI, reportedly matches Anthropic’s Claude Mythos in security bug detection. The model outperformed some Claude versions in independent cybersecurity benchmarks and can achieve Mythos-level performance. Unlike Claude Mythos, GLM-5.2 is open-source and significantly cheaper to run. The gap between US and Chinese AI models is narrowing rapidly.

CryptoGoos

71,944 Aufrufe • vor 3 Monaten

Today, we’re introducing Forge, a system for enterprises to build frontier-grade AI models grounded in their proprietary knowledge. 🌎 Forge bridges the gap between generic AI and enterprise-specific needs. Instead of relying on broad, public data, organizations can train models that understand their internal context embedded within systems, workflows, and policies, aligning AI with their unique operations. We have already partnered with world-leading organizations, like ASML, DSO National Laboratories Singapore, Ericsson, European Space Agency, Home Team Science and Technology Agency (HTX) Singapore and Reply to train models on the proprietary data that powers their most complex systems and future-defining technologies.
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Today, we’re introducing Forge, a system for enterprises to build frontier-grade AI models grounded in their proprietary knowledge. 🌎 Forge bridges the gap between generic AI and enterprise-specific needs. Instead of relying on broad, public data, organizations can train models that understand their internal context embedded within systems, workflows, and policies, aligning AI with their unique operations. We have already partnered with world-leading organizations, like ASML, DSO National Laboratories Singapore, Ericsson, European Space Agency, Home Team Science and Technology Agency (HTX) Singapore and Reply to train models on the proprietary data that powers their most complex systems and future-defining technologies.

Mistral AI

449,745 Aufrufe • vor 6 Monaten

Sam on Kimi, distillation, and open source: “I have always assumed that there are going to be great cheap models in the world, and we better be the greatest and the cheapest. You get a better deal today, at least at a particular latency, using OpenAI's models than Kimi. We distill our own models. That’s how we make smaller, cheaper models. That’s a very good thing to do. There will clearly be an important place for open source models in the world and people that will want their own weights. We have so much usage of our models that we do not need to be a gigantically high-margin business to be able to afford model training. I would rather people not distill from us, for sure. But this is not in my top ten list of worries.”
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Sam on Kimi, distillation, and open source: “I have always assumed that there are going to be great cheap models in the world, and we better be the greatest and the cheapest. You get a better deal today, at least at a particular latency, using OpenAI's models than Kimi. We distill our own models. That’s how we make smaller, cheaper models. That’s a very good thing to do. There will clearly be an important place for open source models in the world and people that will want their own weights. We have so much usage of our models that we do not need to be a gigantically high-margin business to be able to afford model training. I would rather people not distill from us, for sure. But this is not in my top ten list of worries.”

Patrick OShaughnessy

270,121 Aufrufe • vor 2 Monaten

Open source AI is gaining traction due to the White House’s clampdown on Anthropic & OpenAI. “A lot of founders and developers have been burned by trying to build apps on top of these really advanced closed source models, like Fable for instance…” “… and then seeing those models get taken down or removed from the market just days later.” — Stephanie Palazzolo, AI Reporter
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Open source AI is gaining traction due to the White House’s clampdown on Anthropic & OpenAI. “A lot of founders and developers have been burned by trying to build apps on top of these really advanced closed source models, like Fable for instance…” “… and then seeing those models get taken down or removed from the market just days later.” — Stephanie Palazzolo, AI Reporter

The Information

19,314 Aufrufe • vor 3 Monaten

Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.
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Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.

Vikram M

12,078 Aufrufe • vor 2 Monaten

The First 100 begins now. Verify Quality is live on PrismaX. For the first time, anyone can score the robot training data that models learn from, earn points, and compete to become one of The First 100. Better data. Better models. The standard starts with you.
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The First 100 begins now. Verify Quality is live on PrismaX. For the first time, anyone can score the robot training data that models learn from, earn points, and compete to become one of The First 100. Better data. Better models. The standard starts with you.

PrismaX

233,323 Aufrufe • vor 3 Monaten

JUST IN: 🇨🇳 China’s new open-source AI model, GLM-5.2 by Zhipu AI, reportedly matches Anthropic’s Claude Mythos in security bug detection. The model outperformed some Claude versions in independent cybersecurity benchmarks and can achieve Mythos-level performance. Unlike Claude Mythos, GLM-5.2 is open-source and significantly cheaper to run. The gap between US and Chinese AI models is narrowing rapidly.
0:32

JUST IN: 🇨🇳 China’s new open-source AI model, GLM-5.2 by Zhipu AI, reportedly matches Anthropic’s Claude Mythos in security bug detection. The model outperformed some Claude versions in independent cybersecurity benchmarks and can achieve Mythos-level performance. Unlike Claude Mythos, GLM-5.2 is open-source and significantly cheaper to run. The gap between US and Chinese AI models is narrowing rapidly.

CryptoTweets

63,151 Aufrufe • vor 3 Monaten

Factory (Factory) CEO Matan Grinberg (Matan Grinberg) says "In the next 12 months, 90% of tokens will be going to open models." Enterprises are already shifting rapidly.. "At the beginning of the year, <1% of their tokens were going to open models." "Around March, it crossed 1%... & in May it crossed 10%." "These open models are incredibly performant, incredibly cheap, incredibly fast." While frontier closed models aren't going away: "They'll still have a place, but I think that place will be shrinking—at least in token share." And by the end of 2026? "At least in the enterprise, we'll probably cross the 50% threshold."
2:40

Factory (Factory) CEO Matan Grinberg (Matan Grinberg) says "In the next 12 months, 90% of tokens will be going to open models." Enterprises are already shifting rapidly.. "At the beginning of the year, <1% of their tokens were going to open models." "Around March, it crossed 1%... & in May it crossed 10%." "These open models are incredibly performant, incredibly cheap, incredibly fast." While frontier closed models aren't going away: "They'll still have a place, but I think that place will be shrinking—at least in token share." And by the end of 2026? "At least in the enterprise, we'll probably cross the 50% threshold."

Molly O’Shea

120,949 Aufrufe • vor 3 Monaten

China is once again unsettling its American competitors in the AI race. Chinese labs have returned to the spotlight with the unveiling of GLM 5.2, described as the most powerful AI model ever trained in China — and one of the leading open‑source models worldwide. 🔍 Key highlights of “GLM 5.2”: ♦️ It is considered the strongest AI model developed in China to date, and ranks among the smartest open‑source models available. ♦️ It operates at a cost less than one‑tenth that of Anthropic’s latest models, making it a far more economical option. ♦️ It is likely to attract developers and companies seeking powerful, low‑cost models — especially amid growing technical and geopolitical restrictions. ♦️ Some evaluations place the model among the top globally, trailing OpenAI’s models while outperforming several competitors in specialized benchmarks and performance tests.
0:42

China is once again unsettling its American competitors in the AI race. Chinese labs have returned to the spotlight with the unveiling of GLM 5.2, described as the most powerful AI model ever trained in China — and one of the leading open‑source models worldwide. 🔍 Key highlights of “GLM 5.2”: ♦️ It is considered the strongest AI model developed in China to date, and ranks among the smartest open‑source models available. ♦️ It operates at a cost less than one‑tenth that of Anthropic’s latest models, making it a far more economical option. ♦️ It is likely to attract developers and companies seeking powerful, low‑cost models — especially amid growing technical and geopolitical restrictions. ♦️ Some evaluations place the model among the top globally, trailing OpenAI’s models while outperforming several competitors in specialized benchmarks and performance tests.

China pulse 🇨🇳

14,293 Aufrufe • vor 3 Monaten

Announcing Artificial Analysis Video Arena - the first crowdsourced comparison for Text to Video models Text to Video models are accelerating rapidly and crossing quality thresholds every month. We created Video Arena to compare them using the only source of truth for visual media - human preference! Video Arena includes hundreds of videos from the leading video models, including: - Runway's Runway Gen 3 Alpha - Pika's Pika 1.5 - Luma's Dream Machine - MiniMax / Hailuo AI (MiniMax) - Kling AI's Kling 1.0 - Zhipu AI's CogVideoX-5B Voting is open now and we’ll be announcing the first leaderboard results within 24 hours. Any predictions? In the meantime, you can see your own ‘personal leaderboard’ of how you’ve ranked the video models after 30 votes. Link to the Artificial Analysis Video Arena in the below tweet! 👇
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Announcing Artificial Analysis Video Arena - the first crowdsourced comparison for Text to Video models Text to Video models are accelerating rapidly and crossing quality thresholds every month. We created Video Arena to compare them using the only source of truth for visual media - human preference! Video Arena includes hundreds of videos from the leading video models, including: - Runway's Runway Gen 3 Alpha - Pika's Pika 1.5 - Luma's Dream Machine - MiniMax / Hailuo AI (MiniMax) - Kling AI's Kling 1.0 - Zhipu AI's CogVideoX-5B Voting is open now and we’ll be announcing the first leaderboard results within 24 hours. Any predictions? In the meantime, you can see your own ‘personal leaderboard’ of how you’ve ranked the video models after 30 votes. Link to the Artificial Analysis Video Arena in the below tweet! 👇

Artificial Analysis

27,108 Aufrufe • vor 1 Jahr

We got attacked by secret unreleased proprietary models and defended ourselves with an open model, more precisely the NVIDIA quantized version of GLM 5.2 coming from Z.ai. Banning any open model would hurt first cyber security defenders, startups, small companies, researchers and everyone who's not a frontier lab and need on-prem affordable controlable models to compete and protect themselves. Let's not do that!
1:21

We got attacked by secret unreleased proprietary models and defended ourselves with an open model, more precisely the NVIDIA quantized version of GLM 5.2 coming from Z.ai. Banning any open model would hurt first cyber security defenders, startups, small companies, researchers and everyone who's not a frontier lab and need on-prem affordable controlable models to compete and protect themselves. Let's not do that!

clem 🤗

395,766 Aufrufe • vor 2 Monaten

Something cracked in 2016. Since the late 1970s, the share of teenagers unsure about having children has consistently stayed below 20%. For decades, the gap between boys and girls remained very small, typically just 2 percentage points or less. Boys’ uncertainty has stayed largely stable over time. But girls’ uncertainty skyrocketed after 2016, widening the gender gap to 5 percentage points and continuing to grow, reaching a 9-point difference by 2024. The bottom line is boys haven’t changed much. Girls have.
0:26

Something cracked in 2016. Since the late 1970s, the share of teenagers unsure about having children has consistently stayed below 20%. For decades, the gap between boys and girls remained very small, typically just 2 percentage points or less. Boys’ uncertainty has stayed largely stable over time. But girls’ uncertainty skyrocketed after 2016, widening the gender gap to 5 percentage points and continuing to grow, reaching a 9-point difference by 2024. The bottom line is boys haven’t changed much. Girls have.

Rothmus 🏴

16,915 Aufrufe • vor 4 Monaten

🦙 ollama is used by 9 million developers and 85% of the Fortune 500, giving co-founder and CEO Jeffrey Morgan (Jeffrey Morgan) a unique view into which AI models people are actually using and how that’s changing. Right now, the biggest shift he sees is toward open models, driven by coding agents, falling costs, and capabilities that are rapidly catching up to the frontier labs. On Ollama Cloud, that shift has driven a 150x increase in token usage since the start of the year. In this episode of Lightcone Podcast, Jeff joins Garry Tan, Jared Friedman, Diana, and Harj Taggar to talk about the future of open models and the story behind Ollama, from two years of searching for the right idea to building one of the most widely used AI developer tools in the world. 00:43 — The Shift to Open Models 03:03 — How AI Agents Are Driving Token Usage 05:31 — Are Open Models Catching Up? 08:26 — What Happens When a New Model Launches 11:31 — Ollama as an Operating System for AI 14:05 — The New Opportunities Above the Model Layer 18:19 — Why 80–90% of Enterprise Tokens Could Be Open 20:57 — The Future Is Local and Cloud 26:40 — Why AI Is Coming Back to Your Computer 28:56 — The Coming Era of Unlimited Tokens 32:30 — Do We Still Need a “God Model”? 33:41 — Open Models and Geopolitics 36:14 — The Origins of Ollama 40:36 — Two Years Lost in the Wilderness 42:39 — The Pivot That Changed Everything 47:02 — How Ollama Found a Business Model 49:43 — Why Second-Time Founders Did YC
57:15

🦙 ollama is used by 9 million developers and 85% of the Fortune 500, giving co-founder and CEO Jeffrey Morgan (Jeffrey Morgan) a unique view into which AI models people are actually using and how that’s changing. Right now, the biggest shift he sees is toward open models, driven by coding agents, falling costs, and capabilities that are rapidly catching up to the frontier labs. On Ollama Cloud, that shift has driven a 150x increase in token usage since the start of the year. In this episode of Lightcone Podcast, Jeff joins Garry Tan, Jared Friedman, Diana, and Harj Taggar to talk about the future of open models and the story behind Ollama, from two years of searching for the right idea to building one of the most widely used AI developer tools in the world. 00:43 — The Shift to Open Models 03:03 — How AI Agents Are Driving Token Usage 05:31 — Are Open Models Catching Up? 08:26 — What Happens When a New Model Launches 11:31 — Ollama as an Operating System for AI 14:05 — The New Opportunities Above the Model Layer 18:19 — Why 80–90% of Enterprise Tokens Could Be Open 20:57 — The Future Is Local and Cloud 26:40 — Why AI Is Coming Back to Your Computer 28:56 — The Coming Era of Unlimited Tokens 32:30 — Do We Still Need a “God Model”? 33:41 — Open Models and Geopolitics 36:14 — The Origins of Ollama 40:36 — Two Years Lost in the Wilderness 42:39 — The Pivot That Changed Everything 47:02 — How Ollama Found a Business Model 49:43 — Why Second-Time Founders Did YC

Y Combinator

313,654 Aufrufe • vor 1 Monat

.Bill Gurley “I don’t think politicians understand how powerful open source is as a competitive weapon. If you have ten companies all doing open source, the minute an idea is shared, it's available to the other ten and they absorb it immediately. I think the odds that the U.S., with two proprietary models, can stay ahead of China, with ten open source ones, is very low.”
1:48

.Bill Gurley “I don’t think politicians understand how powerful open source is as a competitive weapon. If you have ten companies all doing open source, the minute an idea is shared, it's available to the other ten and they absorb it immediately. I think the odds that the U.S., with two proprietary models, can stay ahead of China, with ten open source ones, is very low.”

Codie Sanchez

65,669 Aufrufe • vor 6 Monaten