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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...

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Josh Caplan

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39,985 просмотров • 1 год назад •via X (Twitter)

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.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 просмотров • 4 месяцев назад

David Sacks: Anthropic Is Trying to Crush Open Source AI and the American Developers Who Use It David Sacks: “I know people don't have a lot of sympathy for Chinese companies, that's fine. I'm not defending Chinese companies. I'm defending American developers who need to be able to use everything in the public domain. And let me give you an example. Cursor rolled out its new product, Composer 2. They were able to post-train that model using Kimi K2.5 on their own proprietary coding data. They started with a Chinese open source model, and then they used their own data, and they came up with a new derivative product. This is the way that open source works. You take things that are in the public domain, you fork them, you make them your own. And by the way, once it's in the public domain, it's not a Chinese model anymore. No data is going back to China, nothing's going back to China. An American company has taken open source contributions in the public domain, made it their own, and then developed their own model. And if you say that American companies can't do that, or that somehow it's tainted with IP theft, you are basically going to put a dagger through the heart of the entire American open source ecosystem. And that is exactly what Anthropic wants, because they do not want to have the competition.”
0:59

David Sacks: Anthropic Is Trying to Crush Open Source AI and the American Developers Who Use It David Sacks: “I know people don't have a lot of sympathy for Chinese companies, that's fine. I'm not defending Chinese companies. I'm defending American developers who need to be able to use everything in the public domain. And let me give you an example. Cursor rolled out its new product, Composer 2. They were able to post-train that model using Kimi K2.5 on their own proprietary coding data. They started with a Chinese open source model, and then they used their own data, and they came up with a new derivative product. This is the way that open source works. You take things that are in the public domain, you fork them, you make them your own. And by the way, once it's in the public domain, it's not a Chinese model anymore. No data is going back to China, nothing's going back to China. An American company has taken open source contributions in the public domain, made it their own, and then developed their own model. And if you say that American companies can't do that, or that somehow it's tainted with IP theft, you are basically going to put a dagger through the heart of the entire American open source ecosystem. And that is exactly what Anthropic wants, because they do not want to have the competition.”

The All-In Podcast

276,662 просмотров • 11 дней назад

SITUATION EXPLAINED: What happens to open source when the US restricts access to frontier AI models? We asked Adrian Dittmann: "China is releasing these models [open source] to gain international dominance, people will work on these things and say, 'Hey, maybe I can contribute to this if it's open source.' This is the thing that actually gets them talent." "If you're not allowed into the next GPT release or you're not allowed to use Fable, then what are you gonna do? You're stuck with the existing stuff, or you will have to use an open source model that might have subtly better capabilities." "The United States will catch up to open source in some form as well. They seem to just be maximizing product creation." "The problem with open source models is you have to be kind of a nerd in order to use them properly. Consumer facing, the effects will be minimal because the average person doesn't care about open source models. They only care whether or not they can do a quick search with Gemini or ChatGPT."
2:32

SITUATION EXPLAINED: What happens to open source when the US restricts access to frontier AI models? We asked Adrian Dittmann: "China is releasing these models [open source] to gain international dominance, people will work on these things and say, 'Hey, maybe I can contribute to this if it's open source.' This is the thing that actually gets them talent." "If you're not allowed into the next GPT release or you're not allowed to use Fable, then what are you gonna do? You're stuck with the existing stuff, or you will have to use an open source model that might have subtly better capabilities." "The United States will catch up to open source in some form as well. They seem to just be maximizing product creation." "The problem with open source models is you have to be kind of a nerd in order to use them properly. Consumer facing, the effects will be minimal because the average person doesn't care about open source models. They only care whether or not they can do a quick search with Gemini or ChatGPT."

MTS

14,406 просмотров • 1 месяц назад

Jason Calacanis: Anthropic, OpenAI and others are trying to kill OpenClaw Why? Because an open source agent platform is an existential threat to frontier model companies. @jason: “ People are going to say I'm a conspiracy theorist, but the number one goal, I believe, in the large language model, frontier model space, is to kill (OpenClaw). This is a giant movement to stop it, because this is the equivalent of having an open source Android-like player in the market, and that could be incredibly disruptive. Because, I believe, open source is going to win the day on the large language models and take 90% of the token usage, and I think the entire frontier model space could be undercut by open source. And I think they realize that SLMs, the smaller language models that are verticalized now, that will run on desktops and laptops and are even starting to run on the top ones, that is their biggest competitive threat, and I hope it happens.”
0:41

Jason Calacanis: Anthropic, OpenAI and others are trying to kill OpenClaw Why? Because an open source agent platform is an existential threat to frontier model companies. @jason: “ People are going to say I'm a conspiracy theorist, but the number one goal, I believe, in the large language model, frontier model space, is to kill (OpenClaw). This is a giant movement to stop it, because this is the equivalent of having an open source Android-like player in the market, and that could be incredibly disruptive. Because, I believe, open source is going to win the day on the large language models and take 90% of the token usage, and I think the entire frontier model space could be undercut by open source. And I think they realize that SLMs, the smaller language models that are verticalized now, that will run on desktops and laptops and are even starting to run on the top ones, that is their biggest competitive threat, and I hope it happens.”

The All-In Podcast

64,611 просмотров • 3 месяцев назад

David Friedberg says Anthropic asked big pharma for their data and nearly everyone said no "There's been an effort by Anthropic to sign up life sciences companies to contribute to a new life sciences focused model. They're approaching these large companies with large proprietary data sets and saying, if you share your data, we will give you early access, some sort of proprietary value. Sign this NDA and you can participate with us." "I think nearly everyone I've spoken with has woken up to the fact that they are trying to commoditize everyone's business. If all of the tens of billions of dollars you have invested in experiments and product development, and you've generated all of this proprietary data along the way, that data is a true asset of your organization. It's an asset that you've spent billions of dollars developing." "And by handing it over to a model company to then combine with other people's data, you are commoditizing the one core differentiation that you have. And so everyone is largely saying no." "I think what everyone's realizing is they're better off developing their own weights and their own models using either an open source basis or there might be some intermediary business model that evolves."
3:21

David Friedberg says Anthropic asked big pharma for their data and nearly everyone said no "There's been an effort by Anthropic to sign up life sciences companies to contribute to a new life sciences focused model. They're approaching these large companies with large proprietary data sets and saying, if you share your data, we will give you early access, some sort of proprietary value. Sign this NDA and you can participate with us." "I think nearly everyone I've spoken with has woken up to the fact that they are trying to commoditize everyone's business. If all of the tens of billions of dollars you have invested in experiments and product development, and you've generated all of this proprietary data along the way, that data is a true asset of your organization. It's an asset that you've spent billions of dollars developing." "And by handing it over to a model company to then combine with other people's data, you are commoditizing the one core differentiation that you have. And so everyone is largely saying no." "I think what everyone's realizing is they're better off developing their own weights and their own models using either an open source basis or there might be some intermediary business model that evolves."

dnap

286,540 просмотров • 1 месяц назад

“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
1:20

“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

63,672 просмотров • 1 месяц назад

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."
2:06

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."

dnap

110,354 просмотров • 24 дней назад

Palantir CTO Shyam Sankar says Chinese open source models pose a "threat to American Prosperity": "These Chinese open source models are really the result of distillation attacks." "Most of this is just stolen American IP from frontier labs, and I think the frontier labs should do more to protect that IP, and that's in their own economic interest." "The gravest threat to us is not homicide, it's suicide." "It's an inability to turn these tokens into economic value and generate American prosperity for it." "You see that with the proposed moratorium in New York on data centers. Turning our back on AI would be as consequential a mistake as turning our back on the atom in the '70s." "It's just the beginning, but we're starting to see a burgeoning US open model ecosystem forming." "NVIDIA's Nemotron models are very good." "I think you're going to see in the next month a slate of announcements of other American companies, non-frontier labs, neo labs, who are putting out open weight models that companies are going to be able to cheaply fine-tune and capture their own alpha in weights they control." Via Bloomberg
1:21

Palantir CTO Shyam Sankar says Chinese open source models pose a "threat to American Prosperity": "These Chinese open source models are really the result of distillation attacks." "Most of this is just stolen American IP from frontier labs, and I think the frontier labs should do more to protect that IP, and that's in their own economic interest." "The gravest threat to us is not homicide, it's suicide." "It's an inability to turn these tokens into economic value and generate American prosperity for it." "You see that with the proposed moratorium in New York on data centers. Turning our back on AI would be as consequential a mistake as turning our back on the atom in the '70s." "It's just the beginning, but we're starting to see a burgeoning US open model ecosystem forming." "NVIDIA's Nemotron models are very good." "I think you're going to see in the next month a slate of announcements of other American companies, non-frontier labs, neo labs, who are putting out open weight models that companies are going to be able to cheaply fine-tune and capture their own alpha in weights they control." Via Bloomberg

Jawwwn

180,150 просмотров • 17 дней назад

OpenAI people alerted that you will send personal data to DeepSeek, but you can actually rent a GPU from Hyperbolic and host your own R1 model using ollama to avoid sending data to any company. DeepSeek R1 is the true user-owned AGI. The beauty of open source!
1:00

OpenAI people alerted that you will send personal data to DeepSeek, but you can actually rent a GPU from Hyperbolic and host your own R1 model using ollama to avoid sending data to any company. DeepSeek R1 is the true user-owned AGI. The beauty of open source!

Jasper

880,229 просмотров • 1 год назад

Aligned with Matan Grinberg's intuition that in the next 12 months, 90% of tokens could be going to open models. We're seeing more and more companies using frontier APIs for experimenting and open-source or private models for production and larger workloads!
1:08

Aligned with Matan Grinberg's intuition that in the next 12 months, 90% of tokens could be going to open models. We're seeing more and more companies using frontier APIs for experimenting and open-source or private models for production and larger workloads!

clem 🤗

24,138 просмотров • 22 дней назад

Elon Musk: Given that the Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems as though if they had a lot of compute, there's a good chance that they would be the leaders. And at some point, they probably will have a lot of compute. Source: The Economist
0:34

Elon Musk: Given that the Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems as though if they had a lot of compute, there's a good chance that they would be the leaders. And at some point, they probably will have a lot of compute. Source: The Economist

Clash Report

33,005 просмотров • 11 дней назад

Zuck: "For anyone who shows up now and is doing open source now that we have done it, there's a question. They already have their revealed preference for what they would build if open source didn't exist - it wasn't open source. We need to be careful about relying on their continued behavior for the future of the technology that we're gonna build at this company."
1:13

Zuck: "For anyone who shows up now and is doing open source now that we have done it, there's a question. They already have their revealed preference for what they would build if open source didn't exist - it wasn't open source. We need to be careful about relying on their continued behavior for the future of the technology that we're gonna build at this company."

Dwarkesh Patel

288,685 просмотров • 1 год назад

Jack Dorsey says the real threat isn’t open-source AI. it’s five CEOs deciding what the world is allowed to build with AI. “These AI companies are building platforms, and they’re all incentivized around their own models. You have to ask for permission, you hit rate limits, and even what the models return is constrained.” “What technologies let you build without asking a company—or a CEO—for permission? The durable ones. That’s why open protocols matter.” “When a handful of CEOs make the call, it caps the upside of great ideas that could move humanity forward. They might know what’s best for their company—but not what’s best for the world’s creativity.” “Luckily, open-source AI is gaining real momentum. DeepSeek was a key moment—not just showing a different path, but proving it can be competitive, even better than what the big corporations are shipping.” “We shouldn’t be dependent on five companies claiming they know best—and calling open source ‘dangerous.’ We should build in the open and race toward solutions that stay ahead of the risks.” PS. If you found value in this post, like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:
2:07

Jack Dorsey says the real threat isn’t open-source AI. it’s five CEOs deciding what the world is allowed to build with AI. “These AI companies are building platforms, and they’re all incentivized around their own models. You have to ask for permission, you hit rate limits, and even what the models return is constrained.” “What technologies let you build without asking a company—or a CEO—for permission? The durable ones. That’s why open protocols matter.” “When a handful of CEOs make the call, it caps the upside of great ideas that could move humanity forward. They might know what’s best for their company—but not what’s best for the world’s creativity.” “Luckily, open-source AI is gaining real momentum. DeepSeek was a key moment—not just showing a different path, but proving it can be competitive, even better than what the big corporations are shipping.” “We shouldn’t be dependent on five companies claiming they know best—and calling open source ‘dangerous.’ We should build in the open and race toward solutions that stay ahead of the risks.” PS. If you found value in this post, like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:

AI Evolution

65,622 просмотров • 7 дней назад

Wow… this is amazing This latest episode of the The All-In Podcast is a complete referendum of closed source AI (ie. Anthropic/OAI) in a way I haven’t yet heard from industry leaders Open source AI is about not just have a moment. It’s about to be a monsoon. A flood of demand. Watch the clip here from david friedberg. There’s a huge vibe shift underway. The move away from proprietary AI that captures companies IP (Ant/OAI), to Open source AI that is sovereign and owned by enterprises This is the future that Satya, Karp, and Jensen have been speaking about. I expect a tidal wave of demand for open source AI to be on our doorstep after the 4th of July festivities are over. GPU rental rates are about to soar once again Incredibly bullish for $NVDA $PLTR and $MSFT : all key partners in enabling this future
3:50

Wow… this is amazing This latest episode of the The All-In Podcast is a complete referendum of closed source AI (ie. Anthropic/OAI) in a way I haven’t yet heard from industry leaders Open source AI is about not just have a moment. It’s about to be a monsoon. A flood of demand. Watch the clip here from david friedberg. There’s a huge vibe shift underway. The move away from proprietary AI that captures companies IP (Ant/OAI), to Open source AI that is sovereign and owned by enterprises This is the future that Satya, Karp, and Jensen have been speaking about. I expect a tidal wave of demand for open source AI to be on our doorstep after the 4th of July festivities are over. GPU rental rates are about to soar once again Incredibly bullish for $NVDA $PLTR and $MSFT : all key partners in enabling this future

Nick Dorsey

102,535 просмотров • 1 месяц назад

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 it changes fundamentally what you can do." "Programming is a good example. The workflow today is completely different than it was a year ago. If you tried to use models from a year ago today, you wouldn't be able to do crazy stuff like OpenClaw or whatever people are building nowadays." "When models don't change at that speed, people optimize the performance on the use cases that they have." "If you look at usage on our platform, almost half the token usage is coming from open source models from a very small number of companies that have figured out how to optimize use cases really well."
1:34

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 it changes fundamentally what you can do." "Programming is a good example. The workflow today is completely different than it was a year ago. If you tried to use models from a year ago today, you wouldn't be able to do crazy stuff like OpenClaw or whatever people are building nowadays." "When models don't change at that speed, people optimize the performance on the use cases that they have." "If you look at usage on our platform, almost half the token usage is coming from open source models from a very small number of companies that have figured out how to optimize use cases really well."

TBPN

16,294 просмотров • 5 месяцев назад

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX
3:09

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX

CapexAndChill

137,444 просмотров • 21 дней назад

50% of my consulting work right now is helping companies use open-source models at scale. Everyone knows how to use an open-source LLM on their computers, but it's really hard to do this at scale for thousands of users. Here is how this plays out: 1. A team builds a prototype using DeepSeek. 2. Everything looks good. It works! 3. They follow an online guide to deploy the model online. 4. They ask 10 users to try the app. 5. Latency spikes everywhere. 6. The entire system halts. 7. They blame DeepSeek and try again using a new model. The problem is always with scaling inference, not the model. Here is one recommendation I give companies: Check out Nebius Token Factory if you don't want to ever think about deploying an open-source model again. This is a managed inference platform for deploying open-source LLMs at scale. This is not for prototypes or research experiments. This is for when you have a real application with real users. Three important notes about Token Factory: • You have complete control over how inference runs. • You have predictable tail latency (P99, not averages). • No surprise costs when you scale up. You can preplan your budget. Check it out here: Here are two codes you can use to get 100 hours of GPU usage on me: ymJLFa2ARYSKEdqb AdckcZaYjm7KqYY7 Thanks to the Nebius team for their continuous partnership.
2:40

50% of my consulting work right now is helping companies use open-source models at scale. Everyone knows how to use an open-source LLM on their computers, but it's really hard to do this at scale for thousands of users. Here is how this plays out: 1. A team builds a prototype using DeepSeek. 2. Everything looks good. It works! 3. They follow an online guide to deploy the model online. 4. They ask 10 users to try the app. 5. Latency spikes everywhere. 6. The entire system halts. 7. They blame DeepSeek and try again using a new model. The problem is always with scaling inference, not the model. Here is one recommendation I give companies: Check out Nebius Token Factory if you don't want to ever think about deploying an open-source model again. This is a managed inference platform for deploying open-source LLMs at scale. This is not for prototypes or research experiments. This is for when you have a real application with real users. Three important notes about Token Factory: • You have complete control over how inference runs. • You have predictable tail latency (P99, not averages). • No surprise costs when you scale up. You can preplan your budget. Check it out here: Here are two codes you can use to get 100 hours of GPU usage on me: ymJLFa2ARYSKEdqb AdckcZaYjm7KqYY7 Thanks to the Nebius team for their continuous partnership.

Santiago

48,443 просмотров • 6 месяцев назад

David Sacks says the data kills the open-source-is-winning narrative, closed models just went from 81% to 89% of enterprise spend. "This is why the share of wallet of closed models 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... Anyone who's saying these closed models are somehow losing, you're just not seeing it in the data." "Nikesh Arora said enterprises would like what he called model fungibility. They would love to commoditize these models and just hot swap them, headless. But then what do you do about memory, context, history? No one's really figured out a way to abstract that stuff away from the model yet."
0:58

David Sacks says the data kills the open-source-is-winning narrative, closed models just went from 81% to 89% of enterprise spend. "This is why the share of wallet of closed models 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... Anyone who's saying these closed models are somehow losing, you're just not seeing it in the data." "Nikesh Arora said enterprises would like what he called model fungibility. They would love to commoditize these models and just hot swap them, headless. But then what do you do about memory, context, history? No one's really figured out a way to abstract that stuff away from the model yet."

Fireside Alpha

54,302 просмотров • 25 дней назад