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Next up on First Pass: A conversation with Jesse Zhang from Decagon about how everyone is wrong about open source AI Decagon runs ~90% of their workloads on open source models, however their spend on open models fell to 11% (from 19% a year ago).

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Jamin Ball

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15,208 views • 2 days ago •via X (Twitter)

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BREAKING: Apoorv Agrawal (Apoorv Agrawal) of Altimeter Capital says there are "four seasons" in AI: "They're called OpenAI, Anthropic, SpaceX, & Google." "So if you're a CIO, CEO, if you're about to make a multi-million, billion-dollar decision of which lab to build your intelligence on, plan for the climate, not for the weather." What does that mean? "That's multi-model routing. That's evals. That's thinking about post-train custom models." "You'll have a portion of your workloads going through open source, as Jesse Zhang from Decagon wrote very eloquently. A big portion of their volume goes through open source, ~90% now." "And then the frontier stuff, discovering new use cases, will always go through the most intelligent models." "Planning for that multi-model world, planning to not get stuck in one regime, is the climate."

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