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In between major AI model breakthroughs, new models still ship, but they’re not fundamentally expanding what you can do with them. Braintrust CEO Ankur Goyal says that’s exactly when open source starts to surge: "When new models come out, people forget about open source and forget about economics because...

16,294 просмотров • 6 месяцев назад •via X (Twitter)

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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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110,354 просмотров • 1 месяц назад

.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 просмотров • 1 год назад

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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387,223 просмотров • 10 месяцев назад

Small Language Models (SML) are the future of AI. "Small" (SML) instead of "Large" (LLM). These small models are highly specialized models with superhuman abilities on specific tasks. Here are two techniques to build these models: • Spectrum • Model Merging I give you a short introduction in the attached video, but here is a quick summary: Spectrum helps us identify the most relevant layers to solve one specific task. We can ignore everything else and focus on fine-tuning these layers. Using Spectrum, we can fine-tune models in a heartbeat. Model Merging combines multiple models into a unique, much better model than any of the individual input models. You can also combine models specialized in different tasks and get a model with multiple abilities. This is the state of the art of productizing models. It's what Arcee.ai's platform does behind the scenes. Arcee collaborated with me on this post and is sponsoring it. There are three main steps to produce a model for your particular use case: 1. You create a dataset by uploading your data. 2. You train a model. At this step, Arcee uses Spectrum and Model Merging to produce a highly specialized model for your task. 3. You can deploy that model to any environment you want. Three important notes: • Training process is 2x faster and 2x cheaper than regular fine-tuning. • Resultant models are smaller and have higher accuracy. • They create these specialized models from open-source models. Check this site so you can fully appreciate how this works: If you want to fine-tune an open-source model, consider Arcee's platform. This is the state of the art.

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