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Open-weight AI models are gaining traction. General Compute Co-founder & CTO Jason Goodison explains why companies are making the shift: "These open weight models are something people are using to keep their data private and also get better unit economics and just better AI in general that's optimized for... show more

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Is compute scarcity masking the real economics of AI? interesting point from Peter Fenton: open-weight models are still complex to run well. For now, the big labs have the bundle: model + compute + reliability + access... and thus pricing power. But if compute supply loosens and open model tooling gets easier, routine AI work can more easily move to cheaper/open models.

Is compute scarcity masking the real economics of AI? interesting point from Peter Fenton: open-weight models are still complex to run well. For now, the big labs have the bundle: model + compute + reliability + access... and thus pricing power. But if compute supply loosens and open model tooling gets easier, routine AI work can more easily move to cheaper/open models.

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Specialized AI models will outperform general purpose models long-term. That's the big bet our team is making with Silvia, the super-intelligent financial AI product we are personally using and building every day. Anthony Pompliano 🌪 explains why works.

Specialized AI models will outperform general purpose models long-term. That's the big bet our team is making with Silvia, the super-intelligent financial AI product we are personally using and building every day. Anthony Pompliano 🌪 explains why works.

Phil Rosen

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Open models are already being used in the enterprise. Over 85% of the Fortune 500 companies already use Ollama to fulfill specific tasks. Jeffrey Morgan Why open models and Ollama? Ownership. Open models are yours to keep, customize, and optimize. Affordable. Run it the way you like, in your own environment. Private. Your data belongs to you.

Open models are already being used in the enterprise. Over 85% of the Fortune 500 companies already use Ollama to fulfill specific tasks. Jeffrey Morgan Why open models and Ollama? Ownership. Open models are yours to keep, customize, and optimize. Affordable. Run it the way you like, in your own environment. Private. Your data belongs to you.

ollama

43,242 görüntüleme • 2 ay önce

🦾 EXCLUSIVE: @Nvidia CEO Jensen Huang defends Chinese AI companies and open AI models like Kimi in a new Behind the Curtain with Axios co-founder Mike Allen. “These Chinese models are excellent. Open source models that are excellent should be used."

🦾 EXCLUSIVE: @Nvidia CEO Jensen Huang defends Chinese AI companies and open AI models like Kimi in a new Behind the Curtain with Axios co-founder Mike Allen. “These Chinese models are excellent. Open source models that are excellent should be used."

Axios

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Delphi AI researcher Accelxr 👾 explains why AI agents could favor cheaper open weights models. “Agentic use cases are extremely cost sensitive. And so if that’s the case, you kind of have this composition shift towards cheapest, but still adequately capable models.”

Delphi AI researcher Accelxr 👾 explains why AI agents could favor cheaper open weights models. “Agentic use cases are extremely cost sensitive. And so if that’s the case, you kind of have this composition shift towards cheapest, but still adequately capable models.”

Delphi Digital

24,476 görüntüleme • 15 gün önce

Your data is your edge, but only if your AI is built on it. Rent a generic model and so can your competitor. The companies with an edge are deploying custom models that they own and improve over time. Our co-founder Rhythm Garg recently stopped by to share how companies are owning their intelligence with Applied Compute.

Your data is your edge, but only if your AI is built on it. Rent a generic model and so can your competitor. The companies with an edge are deploying custom models that they own and improve over time. Our co-founder Rhythm Garg recently stopped by to share how companies are owning their intelligence with Applied Compute.

Applied Compute

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China has a new export: AI compute Data companies are shipping processed tokens overseas via undersea cables. While the US builds closed $200/mo models, China is building AI for the world -- accessible, open, and scaling fast

China has a new export: AI compute Data companies are shipping processed tokens overseas via undersea cables. While the US builds closed $200/mo models, China is building AI for the world -- accessible, open, and scaling fast

COMBATE |🇵🇷

75,020 görüntüleme • 3 ay önce

The open-source & open-weight frontier is 7 months behind the closed-model frontier. Let’s talk about it. Check out last week’s episode for the reasons why you might want to consider open-source & open-weight models. Welcome to the fourth episode of the Open Model Series with merve, Hugging Face AI/ML engineer & open-sourceress! We have been discussing open-source & open-weight AI: what it is, how it works, and how you can run them on your own compute. 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 rest assured your questions are shared with many others!

The open-source & open-weight frontier is 7 months behind the closed-model frontier. Let’s talk about it. Check out last week’s episode for the reasons why you might want to consider open-source & open-weight models. Welcome to the fourth episode of the Open Model Series with merve, Hugging Face AI/ML engineer & open-sourceress! We have been discussing open-source & open-weight AI: what it is, how it works, and how you can run them on your own compute. 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 rest assured your questions are shared with many others!

Harper Carroll

17,279 görüntüleme • 29 gün önce

BREAKING: Only ~1% of Bending Spoons’ AI requests & tokens goes to frontier models. 99% runs on self-hosted open-weight models. CEO Luca Ferrari on the shift to Sovereign AI: “We end up using open-weight models we self-host, so these are basically free. I mean, there is a little bit of cloud cost, but for 99% of the requests and tokens.” “And the frontier models, generally closed weight, through APIs for maybe 1% of the requests, only for the most complex tasks.” “Sometimes we use them automatically to check the work that got done by the slightly less intelligent models, as a more senior engineer would with a more junior engineer.”

BREAKING: Only ~1% of Bending Spoons’ AI requests & tokens goes to frontier models. 99% runs on self-hosted open-weight models. CEO Luca Ferrari on the shift to Sovereign AI: “We end up using open-weight models we self-host, so these are basically free. I mean, there is a little bit of cloud cost, but for 99% of the requests and tokens.” “And the frontier models, generally closed weight, through APIs for maybe 1% of the requests, only for the most complex tasks.” “Sometimes we use them automatically to check the work that got done by the slightly less intelligent models, as a more senior engineer would with a more junior engineer.”

Molly O’Shea

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Today, we're launching Belvedir We're making private AI models cheap and easy so the world can have trillions of them. Private AI models are cheaper, better, faster, and protect your data from frontier labs, but they're still to expensive and difficult to make for startups and consumers. Belvedir makes private AI models autonomously with less than 5 minutes of setup, so that private AI can finally be accessible to everyone

Today, we're launching Belvedir We're making private AI models cheap and easy so the world can have trillions of them. Private AI models are cheaper, better, faster, and protect your data from frontier labs, but they're still to expensive and difficult to make for startups and consumers. Belvedir makes private AI models autonomously with less than 5 minutes of setup, so that private AI can finally be accessible to everyone

Zachary Yu

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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

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

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$NVDA is acquiring Hugging Face because Jensen sees open models becoming good enough for companies to “build their own AI.” The opportunity is in enterprises that need control of their IP, data and sovereignty making Hugging Face a strategic distribution layer for that shift.

$NVDA is acquiring Hugging Face because Jensen sees open models becoming good enough for companies to “build their own AI.” The opportunity is in enterprises that need control of their IP, data and sovereignty making Hugging Face a strategic distribution layer for that shift.

Shay Boloor

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AI is getting much better at hacking and fast. Data from the UK AI Security Institute, the Center for AI Standards and Innovations and others, shows how AI models are becoming dramatically more capable at cyberattacks. Sky's Rowland Manthorpe explains why this is no longer just a warning about one powerful model, but a much bigger industry-wide shift. 📺

AI is getting much better at hacking and fast. Data from the UK AI Security Institute, the Center for AI Standards and Innovations and others, shows how AI models are becoming dramatically more capable at cyberattacks. Sky's Rowland Manthorpe explains why this is no longer just a warning about one powerful model, but a much bigger industry-wide shift. 📺

Sky News

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BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

DogeDesigner

6,245,466 görüntüleme • 29 gün önce

.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

40,039 görüntüleme • 1 yıl önce

SITUATION EXPLAINED: A new generation of AI labs are betting that world models are the path to general intelligence that can interact with the real world. We had General Intuition CEO Pim de Witte on MTS to explain what world models are, and why intuitively world models offer a clearer path towards general intelligence than LLMs. For humans, text is a technology for compressing information about the unfolding, three-dimensional world around us and communicating it to other people. When LLMs reason about the world, they do so by reconstructing the world through text. World models work by modeling the three-dimensional world at the architecture level and then allowing agents to interact with that world. Unlike an LLM, which understands space and time through text, world models perform spatial and temporal reasoning natively. General Intuition hopes to use world models to create embodied AI—machines that can reason and act in the real world. But other companies are also pushing the frontier in this space. Odyssey ML today announced a multi-agent world model, Agora-1. Their launch video shows four participants interacting with a real-time world model simulation of GoldenEye, a first-person shooter for the N64. A playable preview of the GoldenEye simulation is available on their site.

SITUATION EXPLAINED: A new generation of AI labs are betting that world models are the path to general intelligence that can interact with the real world. We had General Intuition CEO Pim de Witte on MTS to explain what world models are, and why intuitively world models offer a clearer path towards general intelligence than LLMs. For humans, text is a technology for compressing information about the unfolding, three-dimensional world around us and communicating it to other people. When LLMs reason about the world, they do so by reconstructing the world through text. World models work by modeling the three-dimensional world at the architecture level and then allowing agents to interact with that world. Unlike an LLM, which understands space and time through text, world models perform spatial and temporal reasoning natively. General Intuition hopes to use world models to create embodied AI—machines that can reason and act in the real world. But other companies are also pushing the frontier in this space. Odyssey ML today announced a multi-agent world model, Agora-1. Their launch video shows four participants interacting with a real-time world model simulation of GoldenEye, a first-person shooter for the N64. A playable preview of the GoldenEye simulation is available on their site.

MTS

11,693 görüntüleme • 4 ay önce

General AI value is flowing into Onchain AI China Open-Weight Labs → Inference providers → Intelligent Routers Venice is eating more token share, DIEM secondary markets are getting established, and decentralized consumer inference are forming their structural moats Diving into the latest dynamic of General AI Onchain AI + where the value will be going next in today's After Hour Link below ↓

General AI value is flowing into Onchain AI China Open-Weight Labs → Inference providers → Intelligent Routers Venice is eating more token share, DIEM secondary markets are getting established, and decentralized consumer inference are forming their structural moats Diving into the latest dynamic of General AI Onchain AI + where the value will be going next in today's After Hour Link below ↓

0xJeff

16,686 görüntüleme • 2 ay önce

$Alibaba says their latest model, Qwen3.8-Max, trails only Anthropic’s best, at just a fraction of the cost. With the White House likely backing off threats to block foreign open weight models entirely, is there any way for the American frontier to keep pace? And will US open weight models ever catch up to their Chinese counterparts? We asked Poolside’s CTO Eiso Kant, EXO Labs co-founder Alex Cheema, and Qloo founder Alex Elias to break down where the AI race currently stands. Plus Hank Green thinks AI is addictive… Would you allow AI to monitor your baby overnight if it helped them sleep?… And Jason’s pitch for licensing companies to test out their autonomous driving systems. 0:00 Guest intros and open 7:36 Small vs. frontier models: a false choice? 10:03 Why Poolside thinks coding is the path to AGI 12:55 A first look at EXO's 16:24 The White House's open source pivot 20:21 Margins, compute, and "dirt to intelligence" 36:02 Jason's self-driving auction pitch 37:58 Hank Green's AI apology 38:45 Is AI addictive? 1:08:31 What does it mean for AI to be "privacy first"? 1:10:29 Enterprise AI sovereignty and "colonization" This Week in AI Ep 25 is streaming now! 🎥 Watch the full episode here 👇$

Alibaba says their latest model, Qwen3.8-Max, trails only Anthropic’s best, at just a fraction of the cost. With the White House likely backing off threats to block foreign open weight models entirely, is there any way for the American frontier to keep pace? And will US open weight models ever catch up to their Chinese counterparts? We asked Poolside’s CTO Eiso Kant, EXO Labs co-founder Alex Cheema, and Qloo founder Alex Elias to break down where the AI race currently stands. Plus Hank Green thinks AI is addictive… Would you allow AI to monitor your baby overnight if it helped them sleep?… And Jason’s pitch for licensing companies to test out their autonomous driving systems. 0:00 Guest intros and open 7:36 Small vs. frontier models: a false choice? 10:03 Why Poolside thinks coding is the path to AGI 12:55 A first look at EXO's 16:24 The White House's open source pivot 20:21 Margins, compute, and "dirt to intelligence" 36:02 Jason's self-driving auction pitch 37:58 Hank Green's AI apology 38:45 Is AI addictive? 1:08:31 What does it mean for AI to be "privacy first"? 1:10:29 Enterprise AI sovereignty and "colonization" This Week in AI Ep 25 is streaming now! 🎥 Watch the full episode here 👇

This Week in AI

77,661 görüntüleme • 1 ay önce

Open models have something Big AI can't beat: • You can host them anywhere • You can make them better • You can trust they won't steal your data There's been a recent rush among companies to upgrade their architectures away from the big models. They want security, flexibility, and better prices.

Open models have something Big AI can't beat: • You can host them anywhere • You can make them better • You can trust they won't steal your data There's been a recent rush among companies to upgrade their architectures away from the big models. They want security, flexibility, and better prices.

Santiago

17,866 görüntüleme • 5 ay önce

$WDC CEO says storage demand and requirement compound and grow whether AI runs on US frontier models or cheaper open-source ones. "Whether it's the traditional frontier models that you've seen in the U.S. that are premium-based, or some of the new open-source, more economical models, the underlying requirement is still that they're going to require a lot of data to support the training of these models." "These models are going to generate a lot more data that requires storage for us." "So we view it as very positive, because even as compute maybe drives greater efficiency in terms of compute and memory resources, the requirement for storage is just going to compound and grow." "So we view it very positively for demand going forward."

$WDC CEO says storage demand and requirement compound and grow whether AI runs on US frontier models or cheaper open-source ones. "Whether it's the traditional frontier models that you've seen in the U.S. that are premium-based, or some of the new open-source, more economical models, the underlying requirement is still that they're going to require a lot of data to support the training of these models." "These models are going to generate a lot more data that requires storage for us." "So we view it as very positive, because even as compute maybe drives greater efficiency in terms of compute and memory resources, the requirement for storage is just going to compound and grow." "So we view it very positively for demand going forward."

Fireside Alpha

14,114 görüntüleme • 1 ay önce