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David Sacks says an open-source AI ban is coming, disguised as holding open models to the same standard as closed "I got bad news for you, Chamath. An open source ban is coming. They're not going to call it that." "You know what they're going to say? They're going...

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David Sacks says companies are trapped paying OpenAI & Anthropic because they can't figure out how to use open source models "I think enterprise CTOs would like to shift their token consumption to cheaper models for the obvious reason that it would be more efficient. They are seeing compute costs or token costs skyrocket right now, so everyone's trying to figure this out." "You also have the AI sovereignty issue that Alex Karp talked about. They're worried about giving up the secret sauce or the alpha in their business to a frontier lab that may one day be competing with them. "The problem is, I think in most cases, they don't have the technical ability to do it. Coinbase figured out how to do it. DoorDash figured out how to do it. They built a token routing system that allows them to send frontier tasks to frontier models and non frontier tasks to more mundane models. But I don't think your average enterprise has the technical capability to do that." "This is why the share of wallet of closed models, it actually increased. I think that open source went from 19% last year to 11% this year. So open source as a share of enterprise spending is actually decreasing." "I don't think that means usage is decreasing. I think usage is skyrocketing. It also may be the case that because the whole point of using an open model is you just pay for the compute costs, you don't have to pay a lab, so it may be that it's hard to measure that usage in terms of spend." "But nonetheless, anyone who's saying that these closed models are going to lose or are somehow losing, you're just not seeing it in the data."

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Sacks: If Dario Got His Way on AI Regulation, It Would Destroy Anthropic David Sacks: “There's a huge irony in the fact that Dario did not get his way in Washington for the most part. Because I think if he had realized his dream of this highly regulated AI apparatus, I don't think (Anthropic) would be set up for a hugely successful IPO. Why? Because their whole right to charge this massive premium for tokens is because they're six months ahead of those open models, and that six months would be eaten up in the blink of an eye if they were subject to regulatory approval. Dario himself keeps writing these blog posts where he says, ‘We need an FAA for AI.’ You know how long it takes the FAA to certify and approve a new model, in this case for airframes? Minimum of five years! You're going to apply that regulatory framework to AI model releases?” @jason: “Game over.” Sacks: “Forget about it. Your six months will be gone like that. Your model will be commoditized, the Chinese competitors will catch up, and that's bad for the United States, it's bad for our competitiveness, it's bad for the AI race. But aside from just the geopolitical dimension, it'd be horrible for Anthropic as a company because, again, all their pricing power depends on them remaining in the lead. If they ever slip up and lose that six months, they're toast.” Jason: “What does that do to revenue?” Sacks: “Exactly. A decent subset of the market is willing to pay a premium for true frontier intelligence. But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium.”

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Elon exposes OpenAI -- OpenAI execs betrayed the founding mission as soon as there was revenue and profits to be had -- If it started as a for-profit, Elon would own 50% Elon Musk: “There's a mountain of evidence that shows that OpenAI was created as an open source nonprofit.” “That's the exact description in the incorporation documents. They have completely violated that.” “And they tried to change the definition of OpenAI to mean open to everyone instead of open source, even though it always meant open source.” “ I came up with the name. That’s how I know.” “ I mean, essentially, since I came up with the idea for the company, named it, provided the A, B, and C rounds of funding, recruited the critical personnel, and told them everything I know, if that had been a commercial corporation, I'd probably own half the company.” “It was totally at my discretion. I could have done that.” “But I created it as an open source nonprofit for the world.” Chamath: “ Do you think the right thing to do is to take those models and just open source them today?” Elon: “ Yeah, I think that is what it was created to do, so it should.” “Try using any of the recent so-called OpenAI open source models, they don't work.” “They open sourced a broken, non-working version of their models as a fig leaf.” “I mean, do you know anyone who's running OpenAI's open source models? Jason: “No.” Elon: “Exactly.”

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Naval Ravikant: "I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us." On E215, Naval broke down his main AI fear: consolidated control enabled by regulatory capture. "If you really think you're going to create God, do you want to put God on a leash with one entity controlling God?" "That to me is the real fear." "I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us, 'for our own good.'" "I'm not an AI doomer. I don't think AI is going to end the world. That's a separate conversation." "But, there's this religion that comes along in many faces, which is that, 'Oh, climate change is going to end the world. AI is going to end the world. Asteroid's going to end the world. COVID-19 is going to end the world.' And it just has a way of fixating your attention, right? "It captures everybody's attention at once. So it's a very seductive thing." "And I think in the case of AI, it's really been overplayed by incentive bias. Motivated reasoning by the companies who are ahead and they want to pull up the ladder behind them." "I think they generally believe that there is safety risk, but I think they're motivated to believe in those safety risks and then they pass that along." "But it's kind of a weird position because they have to say, 'Oh, it's so dangerous that you shouldn't just let open-source go at it. And you should let just a few of us work with you on it. But it's not so dangerous that a private company can't own the whole thing.'" "Because if it was truly the Manhattan Project, if they were building nuclear weapons, you wouldn't want one company to own that." "So to me, the real issue boils down to, how do you push AI forward while not having just a very small number of players control the entire thing?"

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