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NVIDIA AQCURIES HUGGING FACE FOR $12.9B. Jensen on the value of open source models: "I recommended that people use closed models as much as they can because they are developing rapidly. We use Claude, Codex, Perplexity, and Cursor at Nvidia. However, there are so many companies that have domain... show more

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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 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 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

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"Closed models are cheaper. The reason you need open models is that they give you control". - Nvidia CEO Jensen Huang "One of the things that people misunderstand about open models is this: yes, you can host them yourself, and you can build your own computer. But most people use computers in the cloud. Frankly, I think closed models are cheaper. If you do not build everything yourself, you avoid the significant cost and expertise required to train, fine-tune, maintain, guardrail, evaluate, and keep the model safe. You would also need to build or obtain the computers required to host it. So, there is nothing cheap about doing all of that yourself. The reason you need open models is that they give you control. You can adapt them for your own highly specialized use cases. I think there is a lot of misunderstanding about closed models versus open models. We felt it was important for people to understand that there is a place for both." ---- From "Bloomberg Podcasts" YouTube channel, (full video link in comment)

"Closed models are cheaper. The reason you need open models is that they give you control". - Nvidia CEO Jensen Huang "One of the things that people misunderstand about open models is this: yes, you can host them yourself, and you can build your own computer. But most people use computers in the cloud. Frankly, I think closed models are cheaper. If you do not build everything yourself, you avoid the significant cost and expertise required to train, fine-tune, maintain, guardrail, evaluate, and keep the model safe. You would also need to build or obtain the computers required to host it. So, there is nothing cheap about doing all of that yourself. The reason you need open models is that they give you control. You can adapt them for your own highly specialized use cases. I think there is a lot of misunderstanding about closed models versus open models. We felt it was important for people to understand that there is a place for both." ---- From "Bloomberg Podcasts" YouTube channel, (full video link in comment)

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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.”

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🇺🇸 🇷🇺 Putin says American companies want to return to Russia and do business. “We already have letters from American companies that they sent to us ‘not to forget them’,” Putin said. “They want to return,” he added. The companies wrote that they did not leave because of their own free will and now they are watching all political signals, he added.

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DeepSeek-R1 shattered the assumption that performant AI models must be built closed source with loss-leading computational costs. This is the reality that Web3 x Crypto firms have been waiting for, leading me to believe that the most performant AI models in the future will be built on-chain. Resource Requirements DeepSeek R1 (671 billion parameters), which took over a billion dollars, 2,000 Nvidia H800 GPUs, and over 55 days, beat benchmarks held by OpenAI’s o1 mode (near 2 trillion parameters)l, which required hundreds of billions of dollars to develop along with over 16,000 advanced GPUs. The idea that AI models must be closed-source and have loss-leading computational costs to succeed is crumbling. The Existing Decentralized AI Narrative AI x Crypto projects believed that crowdsourced, public, decentralized AI would eventually create better models than their centralized counterparts. This had thus far not been true, as the highest-performing models had come from closed-source companies like OpenAI and Anthropic. Crypto x AI companies have adapted to this by specializing in infrastructure rather than model-building. For example, GPU marketplaces like , The Render Network, io.net, and Exabits have developed sustainable revenues. Companies that allow users to share their network bandwidth like touch grass and Gradient have found their niche in supplying services, like distributed web scraping, to web2 clients. Storage networks like Arweave Ecosystem, Filecoin, and Ocean Protocol have also done well by being the platform on which these projects are built. Supply networks have flourished because of their ability to tailor their cheaper and more scalable services to off-chain customers. Renewed Focus Now that GPU and financial resources are no longer limitations to creating quality AI models, web3 AI companies can focus on replicating DeepSeek’s effectiveness while offering new benefits like modality, user ownership, censorship resistance, privacy, and more. Pantera Capital has funded companies in this space like and Sentient that believe they can match or exceed the performance of traditional AI companies while offering additional services or benefits. , for example, is building a platform where anyone can monetize AI models, data sets, and applications in a collaborative space. Users can permissionlessly train models manually, provide training data, and create tailored AI models with no-code tools. They are only able to cater to all these stakeholders (AI developers, users, resource providers) because everything is tied to their native Sahara blockchain. We invested in them precisely for this reason. The Future of AI will be built with Web3 Infrastructure I believe that supply-side projects will continue to grow, while consumer-facing projects can begin competing with web2 competitors by taking advantage of their ability to build networks that invite community involvement. and Sentient, for example, have begun setting up systems for users to train models based on the users’ expertise. These platforms will allow users to pick and choose the data and integrations to whatever they are applying the model towards. Sahara already has over 780,000 users on their waitlist while Sentient has over 1 million interactions. In the near future, I believe that the most performant AI models will be built on-chain. For the full blog post, read my newsletter.

DeepSeek-R1 shattered the assumption that performant AI models must be built closed source with loss-leading computational costs. This is the reality that Web3 x Crypto firms have been waiting for, leading me to believe that the most performant AI models in the future will be built on-chain. Resource Requirements DeepSeek R1 (671 billion parameters), which took over a billion dollars, 2,000 Nvidia H800 GPUs, and over 55 days, beat benchmarks held by OpenAI’s o1 mode (near 2 trillion parameters)l, which required hundreds of billions of dollars to develop along with over 16,000 advanced GPUs. The idea that AI models must be closed-source and have loss-leading computational costs to succeed is crumbling. The Existing Decentralized AI Narrative AI x Crypto projects believed that crowdsourced, public, decentralized AI would eventually create better models than their centralized counterparts. This had thus far not been true, as the highest-performing models had come from closed-source companies like OpenAI and Anthropic. Crypto x AI companies have adapted to this by specializing in infrastructure rather than model-building. For example, GPU marketplaces like , The Render Network, io.net, and Exabits have developed sustainable revenues. Companies that allow users to share their network bandwidth like touch grass and Gradient have found their niche in supplying services, like distributed web scraping, to web2 clients. Storage networks like Arweave Ecosystem, Filecoin, and Ocean Protocol have also done well by being the platform on which these projects are built. Supply networks have flourished because of their ability to tailor their cheaper and more scalable services to off-chain customers. Renewed Focus Now that GPU and financial resources are no longer limitations to creating quality AI models, web3 AI companies can focus on replicating DeepSeek’s effectiveness while offering new benefits like modality, user ownership, censorship resistance, privacy, and more. Pantera Capital has funded companies in this space like and Sentient that believe they can match or exceed the performance of traditional AI companies while offering additional services or benefits. , for example, is building a platform where anyone can monetize AI models, data sets, and applications in a collaborative space. Users can permissionlessly train models manually, provide training data, and create tailored AI models with no-code tools. They are only able to cater to all these stakeholders (AI developers, users, resource providers) because everything is tied to their native Sahara blockchain. We invested in them precisely for this reason. The Future of AI will be built with Web3 Infrastructure I believe that supply-side projects will continue to grow, while consumer-facing projects can begin competing with web2 competitors by taking advantage of their ability to build networks that invite community involvement. and Sentient, for example, have begun setting up systems for users to train models based on the users’ expertise. These platforms will allow users to pick and choose the data and integrations to whatever they are applying the model towards. Sahara already has over 780,000 users on their waitlist while Sentient has over 1 million interactions. In the near future, I believe that the most performant AI models will be built on-chain. For the full blog post, read my newsletter.

paul.nft

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Were Cursor Wrong to Build Their Own Models: " I don't think so. We need to frame what their aspirations are with these models. There are generalists and there are specialists. Cursor's going to build specialized, coding models that are going to serve specialized coding tasks, especially for enterprise users. They don't need for their models to be good at poetry or teach you how to make an apple pie. Their models are there for professional coders to do professional work That's very powerful and will continue to make the product experience really differentiated." Miles Clements Love to hear your thoughts on this Chamath Palihapitiya Eiso Kant Scott Wu Max Junestrand and the decision of build own or leverage others?

Were Cursor Wrong to Build Their Own Models: " I don't think so. We need to frame what their aspirations are with these models. There are generalists and there are specialists. Cursor's going to build specialized, coding models that are going to serve specialized coding tasks, especially for enterprise users. They don't need for their models to be good at poetry or teach you how to make an apple pie. Their models are there for professional coders to do professional work That's very powerful and will continue to make the product experience really differentiated." Miles Clements Love to hear your thoughts on this Chamath Palihapitiya Eiso Kant Scott Wu Max Junestrand and the decision of build own or leverage others?

Harry Stebbings

25,344 просмотров • 5 месяцев назад

Insurance companies should have to compete on prices, that is what will drive down the cost of healthcare. Money should go to patients so they can make their own healthcare decisions.

Insurance companies should have to compete on prices, that is what will drive down the cost of healthcare. Money should go to patients so they can make their own healthcare decisions.

Sen. John Barrasso

20,239 просмотров • 8 месяцев назад

Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the best at everything." "For the global 1,000 biggest companies, you're going to take whatever the best open-source model is. I think probably in the very near future, that's going to be an Nvidia model." "Everybody says 'Well, in a world where open-source wins, who funds the training?' Chip companies can fund the training." "It's trivial to do a $50 to $100 billion training run for Jensen, but I do think you're going to see American open-source led by Nvidia get really close to the frontier." "Sharing your own enterprise context, that's truly your IP, that's truly the value of your company, the context embedded in all of your data, sharing that with a frontier lab may be hazardous for your financial health." "I think what you'll see these companies do is they'll have their own model on their data, and it will work with one or two other frontier models, checking each other... I think that feels like a very likely future to me." Gavin Baker David George

Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the best at everything." "For the global 1,000 biggest companies, you're going to take whatever the best open-source model is. I think probably in the very near future, that's going to be an Nvidia model." "Everybody says 'Well, in a world where open-source wins, who funds the training?' Chip companies can fund the training." "It's trivial to do a $50 to $100 billion training run for Jensen, but I do think you're going to see American open-source led by Nvidia get really close to the frontier." "Sharing your own enterprise context, that's truly your IP, that's truly the value of your company, the context embedded in all of your data, sharing that with a frontier lab may be hazardous for your financial health." "I think what you'll see these companies do is they'll have their own model on their data, and it will work with one or two other frontier models, checking each other... I think that feels like a very likely future to me." Gavin Baker David George

a16z

38,362 просмотров • 3 дней назад

Alex Karp went on TV and said his enterprise customers are done letting AI companies quietly steal the alpha out of their business, and the CEO of Together AI explained on CNBC exactly how that theft works. Karp said his customers are livid. They feel they pay for tokens that create nothing while handing over the secret sauce of their own company. Then Vipul Ved Prakash laid out the mechanism. Every time you send your data to a company with very smart models, you hand them the recipe to rebuild what you do. Your data is the thing that makes you money. And you are pushing it straight into a competitor's system. The smarter the models get, the more they learn from what you feed them. This is why companies are moving to open models, and it was never really about price. You can download an open model, run it inside your own walls, and never let your data leave the building. It scores 81 against the top closed model's 85, and runs up to sixty times cheaper. Half the Fortune 500 is already running open models from Hugging Face. The story was that the labs win because they own the best models. The companies paying them just realized they owned the best data the whole time.

Alex Karp went on TV and said his enterprise customers are done letting AI companies quietly steal the alpha out of their business, and the CEO of Together AI explained on CNBC exactly how that theft works. Karp said his customers are livid. They feel they pay for tokens that create nothing while handing over the secret sauce of their own company. Then Vipul Ved Prakash laid out the mechanism. Every time you send your data to a company with very smart models, you hand them the recipe to rebuild what you do. Your data is the thing that makes you money. And you are pushing it straight into a competitor's system. The smarter the models get, the more they learn from what you feed them. This is why companies are moving to open models, and it was never really about price. You can download an open model, run it inside your own walls, and never let your data leave the building. It scores 81 against the top closed model's 85, and runs up to sixty times cheaper. Half the Fortune 500 is already running open models from Hugging Face. The story was that the labs win because they own the best models. The companies paying them just realized they owned the best data the whole time.

Ihtesham Ali

17,433 просмотров • 2 месяцев назад