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My biggest fear for AI is concentration of power. Open-source is a solution. Watch this video to understand what's going on: 0:00 Intro 0:52 NVIDIA's letter 1:36 What is open-source? 3:53 How open-source works 5:48 Kimi K3 6:38 Closed vs Open 8:39 Open-source in the U.S. 12:10 The AI...

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Matthew Berman

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13,685 просмотров • 1 месяц назад •via X (Twitter)

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Dylan Patel says we aren't ready for what's coming... Round 2 with Dylan Patel 1:13 - Dylan's predictions 7:47 - Anthropic vs DoW 15:08 - War Claude 22:00 - How happiness in society works 31:31 - Knowledge work is cooked 38:22 - Is SaaS dead? 45:18 - New Media landscape 48:16 - White collar bloodbath 52:38 - Open Source is Losing 1:04:45 - Chinese AI Distillation Attacks 1:09:52 - Closed Source VS Open Source 1:19:43 - Microsoft CEO is coping 1:26:55 - Who wins the ASI race?
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Dylan Patel says we aren't ready for what's coming... Round 2 with Dylan Patel 1:13 - Dylan's predictions 7:47 - Anthropic vs DoW 15:08 - War Claude 22:00 - How happiness in society works 31:31 - Knowledge work is cooked 38:22 - Is SaaS dead? 45:18 - New Media landscape 48:16 - White collar bloodbath 52:38 - Open Source is Losing 1:04:45 - Chinese AI Distillation Attacks 1:09:52 - Closed Source VS Open Source 1:19:43 - Microsoft CEO is coping 1:26:55 - Who wins the ASI race?

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SPECIAL: How Erik Voorhees Built the Leading Private, Uncensored AI Venice Timestamps: 00:00 Intro & ShapeShift Origin Story 05:25 Did Crypto Play Out as Expected? 06:25 AI vs. Crypto: Are They Similar? 07:23 What Is Venice AI? 09:38 From ShapeShift to Venice 10:31 Censorship in AI & the Open Source Alternative 11:38 Hibachi, infiniFi Ads 12:00 Are AI Labs Too Censored? 13:24 Relay Ad 13:41 Geopolitics: Chinese Open Source vs. US Closed Models 14:15 SBF, the Anthropic Investment & Crypto Scammers 16:26 NearCon, Illia & the AI/Crypto Convergence
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SPECIAL: How Erik Voorhees Built the Leading Private, Uncensored AI Venice Timestamps: 00:00 Intro & ShapeShift Origin Story 05:25 Did Crypto Play Out as Expected? 06:25 AI vs. Crypto: Are They Similar? 07:23 What Is Venice AI? 09:38 From ShapeShift to Venice 10:31 Censorship in AI & the Open Source Alternative 11:38 Hibachi, infiniFi Ads 12:00 Are AI Labs Too Censored? 13:24 Relay Ad 13:41 Geopolitics: Chinese Open Source vs. US Closed Models 14:15 SBF, the Anthropic Investment & Crypto Scammers 16:26 NearCon, Illia & the AI/Crypto Convergence

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47,718 просмотров • 6 месяцев назад

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts
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A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 просмотров • 2 месяцев назад

Why funding open source is NOT philanthropy with Pavlenex | SLP734 Pavlenex, Bitcoin open source contributor, joins me to discuss why funding builders matters, how open source projects evolve, and what’s new with Stratum V2 & BTCPay Server. Timestamps: (00:00) - Intro (01:09) - Open source is not philanthropy (05:07) - Reaction to MARA Foundation’s initiative (06:40) - Stages of open source projects (11:51) - The necessity of economic incentives (16:42) - AI's impact on open source contributions (19:48) - “Upstream decisions, downstream impact” (24:33) - Open source as a complement to R&D (28:46) - Navigating corporate funding & control (31:14) - Identifying & supporting the right projects (35:56) - Directed grants vs Open grants (39:55) - The importance of supporting open source (42:41) - Updates on Stratum V2 (47:02) - Updates on BTCPay Server (48:47) - What is the Samrock protocol for BTCPay?
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Why funding open source is NOT philanthropy with Pavlenex | SLP734 Pavlenex, Bitcoin open source contributor, joins me to discuss why funding builders matters, how open source projects evolve, and what’s new with Stratum V2 & BTCPay Server. Timestamps: (00:00) - Intro (01:09) - Open source is not philanthropy (05:07) - Reaction to MARA Foundation’s initiative (06:40) - Stages of open source projects (11:51) - The necessity of economic incentives (16:42) - AI's impact on open source contributions (19:48) - “Upstream decisions, downstream impact” (24:33) - Open source as a complement to R&D (28:46) - Navigating corporate funding & control (31:14) - Identifying & supporting the right projects (35:56) - Directed grants vs Open grants (39:55) - The importance of supporting open source (42:41) - Updates on Stratum V2 (47:02) - Updates on BTCPay Server (48:47) - What is the Samrock protocol for BTCPay?

Stephan Livera

11,641 просмотров • 3 месяцев назад

New Delphi Podcast with TravisGood, co-founder of ambient.xyz Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it We discuss – Why closed AI providers can’t be trusted as infrastructure – China’s open source advantage – What happens if OpenAI reaches AGI – Prompt injection and AI’s unsolved safety problem – The AI CapEx bubble and a possible AI winter – How Ambient is building Uber for inference - 00:00 Intro - 03:20 What Ambient Is and How It Works - 18:40 Verified AI Inference - 40:20 China and the Open-Source AI Race - 49:00 Why Closed AI Is Making a Mistake - 1:03:00 What Happens If OpenAI Reaches AGI? - 1:17:10 The AI Bubble and a Possible AI Winter
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New Delphi Podcast with TravisGood, co-founder of ambient.xyz Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it We discuss – Why closed AI providers can’t be trusted as infrastructure – China’s open source advantage – What happens if OpenAI reaches AGI – Prompt injection and AI’s unsolved safety problem – The AI CapEx bubble and a possible AI winter – How Ambient is building Uber for inference - 00:00 Intro - 03:20 What Ambient Is and How It Works - 18:40 Verified AI Inference - 40:20 China and the Open-Source AI Race - 49:00 Why Closed AI Is Making a Mistake - 1:03:00 What Happens If OpenAI Reaches AGI? - 1:17:10 The AI Bubble and a Possible AI Winter

Tommy

24,342 просмотров • 1 месяц назад

> "In no scenario is it bad for the US to have frontier-class open-source models." > "Every time there’s a step-function improvement in AI, a human bottleneck emerges alongside it." > "Your desire to be liked sometimes takes away from your desire to do the right thing and seek the truth." > "Every job will get refactored. The people who aren’t AI fluent will have a very hard time finding jobs." Jeetu Patel (Jeetu Patel), President & Chief Product Officer at Cisco sat down for an expansive talk about life and the future. 00:00 AI, jobs, and human potential 00:41 AI cybersecurity and Cisco’s security models 06:33 Why Cisco released the models openly 08:08 Running AI models locally 10:12 Why people are negative about AI 12:14 Will humans always be needed? 14:56 Can curiosity and ambition be taught? 17:12 Passion vs. expertise 19:39 The importance of unlearning 23:52 How to find the truth 26:06 How to get people excited about AI 33:35 How open source affects the AI industry 35:07 Can open-source AI make money? 46:44 Are Chinese open-source models good for the US? 49:55 Should the US restrict Chinese AI models? 53:05 Does open source make humanity safer? 54:11 Advice for people worried about AI
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POD UP 🚨 Besties are back! -- The Fight Over Open Source AI -- Chinese Distillation -- Anthropic's $1.5B Settlement -- $GOOG and $TSLA Drop on Surging AI Capex -- Socialism Corner: Evictions = Violence and the Slow Encroachment on Private Property Rights (0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights
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The All-In Podcast

284,603 просмотров • 1 месяц назад

What does it mean when an AI model is “open weights” and how is it different than “open source”? Welcome to the next episode of the Open Model Series with merve, Hugging Face AI/ML engineer & open-sourceress! Every week we will discuss open-source & open-weight AI: what it is, how it works, and how you can run them on your own compute. Episode 3 out next week; episode 1 linked below. Please leave all your questions about open-source & open-weight AI in the comments. This is a super important topic that is novel to most people, and it can be challenging to grasp - so your questions are shared with many others.
1:02

What does it mean when an AI model is “open weights” and how is it different than “open source”? Welcome to the next episode of the Open Model Series with merve, Hugging Face AI/ML engineer & open-sourceress! Every week we will discuss open-source & open-weight AI: what it is, how it works, and how you can run them on your own compute. Episode 3 out next week; episode 1 linked below. Please leave all your questions about open-source & open-weight AI in the comments. This is a super important topic that is novel to most people, and it can be challenging to grasp - so your questions are shared with many others.

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🚨 Special Friday episode - this one couldn't wait. OpenAI's model hacked Hugging Face. As a side quest. Co-founder and CSO Thomas Wolf takes us inside the first autonomous AI attack, why GLM 5.2, rather than Claude, had to stop it, and what it all means for the future of open source. 00:00 An AI Agent Hacked Hugging Face 00:30 Introduction 01:00 17,000 Attacker Events, and a Strange Target 04:28 The Attack Was a “Side Quest” 06:13 AI Training Runs Left Notes for Each Other 07:09 Closed AI Refused to Help 09:47 Fighting Back With an Open-Source Model 13:15 Open vs. Closed Is the Wrong Safety Debate 15:46 AI Agents Start Social-Engineering Humans 22:24 The Three Walls: Sandboxes, Guardrails, Alignment 24:34 “Neuralese”: Can Humans Still Read AI Reasoning? 25:28 Why Monitoring AI Agents Gets So Hard 28:10 Reward Hacking and the “Paperclip Problem” 32:02 The State of Open-Source AI in 2026 33:47 Router Models and the Enterprise Shift to Open 37:01 The Real Economics of Open Models 39:41 Can Chinese AI Models Be Trusted? 41:37 AI Sovereignty: Who Controls the Switch? 43:16 Why Western Open-Source AI Matters 48:16 Is AI Heading Toward an Oligopoly? 49:41 The Race Toward Recursive Self-Improvement 51:54 Why Thomas Signed the AI Slowdown Letter 55:14 AI Slowdown - or Regulatory Capture?
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🚨 Special Friday episode - this one couldn't wait. OpenAI's model hacked Hugging Face. As a side quest. Co-founder and CSO Thomas Wolf takes us inside the first autonomous AI attack, why GLM 5.2, rather than Claude, had to stop it, and what it all means for the future of open source. 00:00 An AI Agent Hacked Hugging Face 00:30 Introduction 01:00 17,000 Attacker Events, and a Strange Target 04:28 The Attack Was a “Side Quest” 06:13 AI Training Runs Left Notes for Each Other 07:09 Closed AI Refused to Help 09:47 Fighting Back With an Open-Source Model 13:15 Open vs. Closed Is the Wrong Safety Debate 15:46 AI Agents Start Social-Engineering Humans 22:24 The Three Walls: Sandboxes, Guardrails, Alignment 24:34 “Neuralese”: Can Humans Still Read AI Reasoning? 25:28 Why Monitoring AI Agents Gets So Hard 28:10 Reward Hacking and the “Paperclip Problem” 32:02 The State of Open-Source AI in 2026 33:47 Router Models and the Enterprise Shift to Open 37:01 The Real Economics of Open Models 39:41 Can Chinese AI Models Be Trusted? 41:37 AI Sovereignty: Who Controls the Switch? 43:16 Why Western Open-Source AI Matters 48:16 Is AI Heading Toward an Oligopoly? 49:41 The Race Toward Recursive Self-Improvement 51:54 Why Thomas Signed the AI Slowdown Letter 55:14 AI Slowdown - or Regulatory Capture?

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I sat down with Jordi Visser to discuss: - the recent weakness from hyperscalers - the rise of open source models - what the Mythos/Fable 5 situation means for governments and investors - Kevin Warsh's first Fed press conference - where inflation is actually headed - why bitcoin is still in a bear market YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:57 - AI pivot & hyperscaler weakness 5:47 - Open source models & US vs China AI race 7:19 - Token demand, Jevons Paradox & AI adoption trends 14:22 - When does the CapEx spending become a problem? 17:59 - Open source vs closed AI models — who wins long term? 19:25 - Agency & what it means for individuals 24:34 - Is AI & energy the only thing holding the market up? 28:32 - Kevin Warsh's first Fed press conference 31:36 - Inflation outlook & next CPI print 37:44 - Why so many Americans feel trapped & real cost of living 44:51 - Bitcoin bear market & what needs to change

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My interview with Amazon Web Services CEO Matt Garman. 0:00 Intro 0:57 White Collar Jobs 8:51 How much of AWS's code is written by AI? 12:54 How to have a career in the AI era 15:43 AI Bottlenecks 18:06 Inference vs Training Growth 20:05 AWS Custom Silicon 25:50 Annapurna Acquisition 27:53 AI Models 33:35 Open vs Closed Models 41:28 Benchmarks 47:13 Agents

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Exclusive: Meta just released Llama 3.1 405B — the first-ever open-sourced frontier AI model, beating top closed models like GPT-4o across several benchmarks. I sat down with Mark Zuckerberg, diving into why this marks a major moment in AI history. Timestamps: 00:00 Intro 00:38 Meta’s Llama 3.1 rundown 03:44 Real-world use cases for Llama 3.1 06:15 Educating developers on open-source AI tools 09:43 Societal implications of open-source AI 13:00 Balancing power and managing bad actors 14:40 Open source and global competition 16:59 Accelerating innovation and economic growth 20:04 Zuck on Apple and lessons from the past 24:22 Future of AI: Llama 3 and beyond 26:43 Prediction: Billions of personalized AI agents 31:32 Factors to changing anti-AI sentiment
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Exclusive: Meta just released Llama 3.1 405B — the first-ever open-sourced frontier AI model, beating top closed models like GPT-4o across several benchmarks. I sat down with Mark Zuckerberg, diving into why this marks a major moment in AI history. Timestamps: 00:00 Intro 00:38 Meta’s Llama 3.1 rundown 03:44 Real-world use cases for Llama 3.1 06:15 Educating developers on open-source AI tools 09:43 Societal implications of open-source AI 13:00 Balancing power and managing bad actors 14:40 Open source and global competition 16:59 Accelerating innovation and economic growth 20:04 Zuck on Apple and lessons from the past 24:22 Future of AI: Llama 3 and beyond 26:43 Prediction: Billions of personalized AI agents 31:32 Factors to changing anti-AI sentiment

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New pod with the legend Dan Ives is live! We break down the AI trade, including Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit 4:36 - Falling model costs and the pricing war 5:55 - Cultural bias baked into Chinese AI models? 7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue 17:37 - The real AI bottlenecks: memory chips, data centers & energy 30:13 - Anthropic's revenue growth is slowing — should investors worry? 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives 34:32 - Dan's AI market predictions & closing thoughts

Anthony Pompliano 🌪

86,547 просмотров • 1 месяц назад

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WATCH — Even the Government Gets Robbed: Why the US Needs Bitcoin Custody Standards | Bitcoin Policy Hour Ep 44 On this episode of the Bitcoin Policy Hour, the team breaks down China's Kimi K3 AI model and the US response, the bipartisan backlash against data centers, and the ARMA bill that would give Treasury real Bitcoin custody standards. Feat. Zack Cohen Zack Shapiro Bayman11771 Chapters: 04:02 How the US Might Curb Chinese Models 10:04 "FINRA for AI" & the Open-Source Debate 16:25 Why China Went Open Source 19:52 Xi Jinping's Global AI Governance Play 27:31 Robots, Health Care & the Industrial AI Layer 30:04 America's Bipartisan Data Center Backlash 39:38 AI's PR Problem 42:38 Mastering AI Prompting 51:10 ARMA, the Bitcoin Reserve Bill & DC Departures

Bitcoin Magazine

12,978 просмотров • 25 дней назад

What is AI inference engineering, why is it such an in-demand skill, and how do you break into the field? With author of Inference Engineering Philip Kiely and head of training at Baseten Charlie O'Neill 0:00: What is inference? 2:47: History of inference 4:59: Downstream effects of AI research on inference 13:54: What you'll learn from Inference Engineering 16:14: Advice for engineers transitioning into AI 19:00: Open source models driving inference growth 20:55: Specialization vs. frontier closed models 23:51: "Big Token" and the importance of open source AI 27:18: Where to get Inference Engineering
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What is AI inference engineering, why is it such an in-demand skill, and how do you break into the field? With author of Inference Engineering Philip Kiely and head of training at Baseten Charlie O'Neill 0:00: What is inference? 2:47: History of inference 4:59: Downstream effects of AI research on inference 13:54: What you'll learn from Inference Engineering 16:14: Advice for engineers transitioning into AI 19:00: Open source models driving inference growth 20:55: Specialization vs. frontier closed models 23:51: "Big Token" and the importance of open source AI 27:18: Where to get Inference Engineering

Madison Kanna

119,268 просмотров • 5 месяцев назад

Interview with Jay Parikh, EVP of CoreAI Microsoft 00:00 - Intro 00:25 - Microsoft's Core AI Team 05:08 - In-Person Work Culture 10:15 - How AI Changes Engineering Roles 15:24 - Data Centers & Power Constraints 19:00 - AI Bubble & Dark GPUs 22:34 - Model efficiency 25:17 - Enterprise model rollout 28:17 - Open v Closed source 30:43 - Omni-model vs. multi-model 32:53 - Microsoft's relationship with OpenAI 34:31 - MAI and MSFT's frontier models 35:51 - AI safety 38:45 - Contrarian Take
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Interview with Jay Parikh, EVP of CoreAI Microsoft 00:00 - Intro 00:25 - Microsoft's Core AI Team 05:08 - In-Person Work Culture 10:15 - How AI Changes Engineering Roles 15:24 - Data Centers & Power Constraints 19:00 - AI Bubble & Dark GPUs 22:34 - Model efficiency 25:17 - Enterprise model rollout 28:17 - Open v Closed source 30:43 - Omni-model vs. multi-model 32:53 - Microsoft's relationship with OpenAI 34:31 - MAI and MSFT's frontier models 35:51 - AI safety 38:45 - Contrarian Take

Matthew Berman

40,712 просмотров • 9 месяцев назад