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Why the largest enterprises will not use Chinese models and how regulation will enforce that "Given the regulatory environment in the US, it's probably more likely that we see a great American open-source competitor arise. We're going to have at least one massive, multi-hundred-billion-dollar, if not trillion-dollar, American company... show more

Harry Stebbings

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19,299 просмотров • 4 дней назад •via X (Twitter)

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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

180,150 просмотров • 21 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."

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

Earlier this week at GTC, we announced our partnership with Nvidia. We will work with Nvidia to build strong, American open-source models that are at the frontier of scientific reasoning. These models will be essential for the US to compete with China on science in the coming decades. Jensen is committing to spend tens of billions of dollars developing open-source models, and we are excited to be a partner with them in figuring out how to benchmark, train and use those agents to accelerate scientific research. We have already open-sourced some of the work we have done with them, and are looking forward to open-sourcing more. There are few things today that are more important. See our blog post below, and watch the video to learn more, narrated by the man himself.

Earlier this week at GTC, we announced our partnership with Nvidia. We will work with Nvidia to build strong, American open-source models that are at the frontier of scientific reasoning. These models will be essential for the US to compete with China on science in the coming decades. Jensen is committing to spend tens of billions of dollars developing open-source models, and we are excited to be a partner with them in figuring out how to benchmark, train and use those agents to accelerate scientific research. We have already open-sourced some of the work we have done with them, and are looking forward to open-sourcing more. There are few things today that are more important. See our blog post below, and watch the video to learn more, narrated by the man himself.

Sam Rodriques

23,707 просмотров • 4 месяцев назад

Following the release of Kimi K3, tylercowen explains why trying to ban Chinese open-source AI models is a losing strategy and that American companies should compete instead. "Open source is coming and is here, whether we like it or not. Of course, a lot of it will be from China. We should allow American competitors to proceed on an even footing. But the attempt to outlaw it, ban it, or use sanctions against it is going to fail miserably.” "I plead that the Trump administration gives up on this crusade. It will not work."

Following the release of Kimi K3, tylercowen explains why trying to ban Chinese open-source AI models is a losing strategy and that American companies should compete instead. "Open source is coming and is here, whether we like it or not. Of course, a lot of it will be from China. We should allow American competitors to proceed on an even footing. But the attempt to outlaw it, ban it, or use sanctions against it is going to fail miserably.” "I plead that the Trump administration gives up on this crusade. It will not work."

TBPN

137,380 просмотров • 19 дней 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.”

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

277,146 просмотров • 15 дней назад

Sriram Krishnan on why Chinese models can distill off American models but American startups can't: "First of all, every model we have today is distilled off of all human knowledge. If you go back to the original GPT or the original Claude, they all had to derive off crawling the internet, crawling off all of our blogs and tweets and content. They kind of consume human knowledge to bootstrap that." "I'm going to steal this from Dean Meyer of Sequoia, who had a fantastic post yesterday. The situation which is bad today is that some of these models from other countries can train off American models, whereas if you are an American open weight model, it may be really confusing or challenging on whether you can distill off of other American models." "We kind of have a really uneven ecosystem here, where if you're a Chinese model, you could probably get a bunch of reasoning traces. But if you are a new Valley startup and you want to use some reasoning traces, you don't know what the legal situation is." "If you look at any American open source model today, they are using Chinese models as a teacher, or in a way as a part of the fine-tuning process. How do we make sure that is protected and enshrined, so if you're an American model company, you have the same level playing field as the Chinese models?" Sriram Krishnan

Sriram Krishnan on why Chinese models can distill off American models but American startups can't: "First of all, every model we have today is distilled off of all human knowledge. If you go back to the original GPT or the original Claude, they all had to derive off crawling the internet, crawling off all of our blogs and tweets and content. They kind of consume human knowledge to bootstrap that." "I'm going to steal this from Dean Meyer of Sequoia, who had a fantastic post yesterday. The situation which is bad today is that some of these models from other countries can train off American models, whereas if you are an American open weight model, it may be really confusing or challenging on whether you can distill off of other American models." "We kind of have a really uneven ecosystem here, where if you're a Chinese model, you could probably get a bunch of reasoning traces. But if you are a new Valley startup and you want to use some reasoning traces, you don't know what the legal situation is." "If you look at any American open source model today, they are using Chinese models as a teacher, or in a way as a part of the fine-tuning process. How do we make sure that is protected and enshrined, so if you're an American model company, you have the same level playing field as the Chinese models?" Sriram Krishnan

MTS

71,286 просмотров • 19 дней 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

“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

Sriram Krishnan reveals why it's easier to defend American code with a Chinese model than an American one right now: "I don't think it is great that the leading open weight models or open source models are not American. There's some great innovation happening with Moonshot and with DeepSeek and with Qwen, but I would much rather prefer that the leading models are American." "Linus Torvalds of Linux fame had a law that given enough eyes, all bugs are shallow. Open weight models are inherently secure because when you download a model off Hugging Face, the entire world can take it apart, inspect it, fine-tune it, look at it in ways that you absolutely cannot if they are closed." "There was an incident with Hugging Face that got reported on earlier today. Hugging Face seems to have found that somebody was using an AI LLM agent to hammer them at multiple places and to find ways to break in." "The way to counter that is to make sure American or Western or allies defenders have access to the best models to make our software just more secure." "It may be harder to look at your own code for exploits with Fable than it is when you use a Chinese model. That's just like a weird spot to be, and I think we should fix that." Sriram Krishnan

Sriram Krishnan reveals why it's easier to defend American code with a Chinese model than an American one right now: "I don't think it is great that the leading open weight models or open source models are not American. There's some great innovation happening with Moonshot and with DeepSeek and with Qwen, but I would much rather prefer that the leading models are American." "Linus Torvalds of Linux fame had a law that given enough eyes, all bugs are shallow. Open weight models are inherently secure because when you download a model off Hugging Face, the entire world can take it apart, inspect it, fine-tune it, look at it in ways that you absolutely cannot if they are closed." "There was an incident with Hugging Face that got reported on earlier today. Hugging Face seems to have found that somebody was using an AI LLM agent to hammer them at multiple places and to find ways to break in." "The way to counter that is to make sure American or Western or allies defenders have access to the best models to make our software just more secure." "It may be harder to look at your own code for exploits with Fable than it is when you use a Chinese model. That's just like a weird spot to be, and I think we should fix that." Sriram Krishnan

MTS

61,234 просмотров • 19 дней назад

.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

39,985 просмотров • 1 год назад

CNBC described China’s open-source AI as “pushing the U.S. to compete at the lower end of the value chain,” initially trying to save face for Silicon Valley. The comments section immediately tore that framing apart: "Chinese models are approaching frontier-level capability while remaining absurdly cheap." "This is not the 'lower end' of the value chain." It is forcing expensive American models to answer a much uglier question: Why are you charging tens or even hundreds of times more for the same work? The most revealing part was that people saw through the euphemism immediately: “Lower end” is just cope. American labs are not protecting the high end. They are protecting high profit margins. China’s open-source models are turning frontier capability into a commodity, crushing prices, and freeing developers from brand worship. Suddenly, the American myth of closed-source superiority, premium pricing, and inflated valuations looks less like technological leadership— and more like an ordinary handbag with a luxury label.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

10,549 просмотров • 2 дней назад

$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

11,921 просмотров • 3 дней назад

Sam on Kimi, distillation, and open source: “I have always assumed that there are going to be great cheap models in the world, and we better be the greatest and the cheapest. You get a better deal today, at least at a particular latency, using OpenAI's models than Kimi. We distill our own models. That’s how we make smaller, cheaper models. That’s a very good thing to do. There will clearly be an important place for open source models in the world and people that will want their own weights. We have so much usage of our models that we do not need to be a gigantically high-margin business to be able to afford model training. I would rather people not distill from us, for sure. But this is not in my top ten list of worries.”

Sam on Kimi, distillation, and open source: “I have always assumed that there are going to be great cheap models in the world, and we better be the greatest and the cheapest. You get a better deal today, at least at a particular latency, using OpenAI's models than Kimi. We distill our own models. That’s how we make smaller, cheaper models. That’s a very good thing to do. There will clearly be an important place for open source models in the world and people that will want their own weights. We have so much usage of our models that we do not need to be a gigantically high-margin business to be able to afford model training. I would rather people not distill from us, for sure. But this is not in my top ten list of worries.”

Patrick OShaughnessy

267,170 просмотров • 11 дней назад

🚨David Sacks: There is no White House decision to ban open source models. Trump is listening to a chorus of voices — and Sacks says it would be a tragic mistake to take action against the open source ecosystem. His argument: Anthropic is the fastest growing tech company at scale in history. $10B ARR at the start of the year. $70B now. This is not a company that needs government protection. And yet they've spent enormous energy trying to panic Washington into banning American developers from using Chinese open source models. If distillation by Chinese companies was really their primary concern — a genuine national security threat — they would push to ban Chinese access to American models. Instead they're pushing to ban American access to Chinese models. Because this helps Anthropic's competitive position. Sacks: "That's the way you know the whole distillation thing is fake." He went further. If distillation is happening at industrial scale, it's obvious to see. Anthropic has 90% gross margins. Why aren't they stopping it at the source? Answer: because KYC'ing their customers would slow their growth. So instead of fixing their own house, they're asking the government to kneecap their competitors. "The question should be on Anthropic to explain why it's doing such a bad job — not on the whole American open source ecosystem to be punished for Anthropic's failure." Trump's AI Czar on The All-In Podcast.

🚨David Sacks: There is no White House decision to ban open source models. Trump is listening to a chorus of voices — and Sacks says it would be a tragic mistake to take action against the open source ecosystem. His argument: Anthropic is the fastest growing tech company at scale in history. $10B ARR at the start of the year. $70B now. This is not a company that needs government protection. And yet they've spent enormous energy trying to panic Washington into banning American developers from using Chinese open source models. If distillation by Chinese companies was really their primary concern — a genuine national security threat — they would push to ban Chinese access to American models. Instead they're pushing to ban American access to Chinese models. Because this helps Anthropic's competitive position. Sacks: "That's the way you know the whole distillation thing is fake." He went further. If distillation is happening at industrial scale, it's obvious to see. Anthropic has 90% gross margins. Why aren't they stopping it at the source? Answer: because KYC'ing their customers would slow their growth. So instead of fixing their own house, they're asking the government to kneecap their competitors. "The question should be on Anthropic to explain why it's doing such a bad job — not on the whole American open source ecosystem to be punished for Anthropic's failure." Trump's AI Czar on The All-In Podcast.

KanekoaTheGreat

48,164 просмотров • 15 дней 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.”

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 • 4 месяцев назад

Factory (Factory) CEO Matan Grinberg (Matan Grinberg) says "In the next 12 months, 90% of tokens will be going to open models." Enterprises are already shifting rapidly.. "At the beginning of the year, <1% of their tokens were going to open models." "Around March, it crossed 1%... & in May it crossed 10%." "These open models are incredibly performant, incredibly cheap, incredibly fast." While frontier closed models aren't going away: "They'll still have a place, but I think that place will be shrinking—at least in token share." And by the end of 2026? "At least in the enterprise, we'll probably cross the 50% threshold."

Factory (Factory) CEO Matan Grinberg (Matan Grinberg) says "In the next 12 months, 90% of tokens will be going to open models." Enterprises are already shifting rapidly.. "At the beginning of the year, <1% of their tokens were going to open models." "Around March, it crossed 1%... & in May it crossed 10%." "These open models are incredibly performant, incredibly cheap, incredibly fast." While frontier closed models aren't going away: "They'll still have a place, but I think that place will be shrinking—at least in token share." And by the end of 2026? "At least in the enterprise, we'll probably cross the 50% threshold."

Molly O’Shea

120,683 просмотров • 1 месяц назад

Why data is a trillion-dollar market "The bigger models scale, the more data you need. Data is a very durable need. If you believe in the scaling of models, then absolutely you should believe in the data market. I believe it's going to be at least a $100BN by 2030, if not $1TRN." Anastasios Nikolas Angelopoulos Do you have to scale into enterprise and mid-market to get this revenue scale or could you do it on frontier lab spend alone? Brendan (can/do) Garrett Lord Jonathan Siddharth Ali Ansari

Why data is a trillion-dollar market "The bigger models scale, the more data you need. Data is a very durable need. If you believe in the scaling of models, then absolutely you should believe in the data market. I believe it's going to be at least a $100BN by 2030, if not $1TRN." Anastasios Nikolas Angelopoulos Do you have to scale into enterprise and mid-market to get this revenue scale or could you do it on frontier lab spend alone? Brendan (can/do) Garrett Lord Jonathan Siddharth Ali Ansari

Harry Stebbings

20,227 просмотров • 4 дней назад

GLM 4.7 is one of the top open-source models on LM Arena—and it's going toe-to-toe with Claude Opus 4.5 and Gemini Pro. We sat down with Anastasios Nikolas Angelopoulos, co-founder and CEO of Arena.ai, to break down 8,000+ developer votes: → Within 30 points of Gemini Pro in math & coding → Frontier-level multi-turn & instruction following → The open-source model devs are actually switching to The best part? You can run it at 1,500+ tokens/sec on Cerebras—for free.

GLM 4.7 is one of the top open-source models on LM Arena—and it's going toe-to-toe with Claude Opus 4.5 and Gemini Pro. We sat down with Anastasios Nikolas Angelopoulos, co-founder and CEO of Arena.ai, to break down 8,000+ developer votes: → Within 30 points of Gemini Pro in math & coding → Frontier-level multi-turn & instruction following → The open-source model devs are actually switching to The best part? You can run it at 1,500+ tokens/sec on Cerebras—for free.

Cerebras

28,515 просмотров • 6 месяцев назад

.Marc Andreessen 🇺🇸 says the winner of the US-China AI race could dictate what all 8 billion people on Earth use — but open source introduces a third possibility: "The stakes are basically: what is the world going to run on?" "In the long run, somebody's gonna win. And the world will either be running on American AI or be running on Chinese AI." "The open source thing is super fascinating because it throws a wrench into all of this. It raises a third possibility that neither the US nor China are going to be the platform — it may just be open source." Marc Andreessen with Jeetu Patel at Cisco AI Summit

.Marc Andreessen 🇺🇸 says the winner of the US-China AI race could dictate what all 8 billion people on Earth use — but open source introduces a third possibility: "The stakes are basically: what is the world going to run on?" "In the long run, somebody's gonna win. And the world will either be running on American AI or be running on Chinese AI." "The open source thing is super fascinating because it throws a wrench into all of this. It raises a third possibility that neither the US nor China are going to be the platform — it may just be open source." Marc Andreessen with Jeetu Patel at Cisco AI Summit

a16z

101,985 просмотров • 5 месяцев назад

Announcing the Open Model Series: a new series on open source AI models, with merve of Hugging Face. Hugging Face is the open model hub: it hosts model weights, datasets, evals, & demo apps, and maintains the open-source libraries (like transformers) used to run and train them. I think of it like GitHub, but for AI models. You can download open models and run them on your own machines. In this series we'll cover what open source and open weight models are, how they work, how to run them yourself, and why they're important. By the way - this video is edited entirely with Claude! I can make a tutorial on how I did it. If there's a question you want answered about open models, leave it in the comments. We will read them all. Episode 1 is out soon.

Announcing the Open Model Series: a new series on open source AI models, with merve of Hugging Face. Hugging Face is the open model hub: it hosts model weights, datasets, evals, & demo apps, and maintains the open-source libraries (like transformers) used to run and train them. I think of it like GitHub, but for AI models. You can download open models and run them on your own machines. In this series we'll cover what open source and open weight models are, how they work, how to run them yourself, and why they're important. By the way - this video is edited entirely with Claude! I can make a tutorial on how I did it. If there's a question you want answered about open models, leave it in the comments. We will read them all. Episode 1 is out soon.

Harper Carroll

30,069 просмотров • 5 дней назад

Yahoo Finance asked why Jensen Huang is “rooting for Chinese AI.” The question itself exposes the disease in Western media. The host instinctively treated Chinese technological progress as a geopolitical threat, while the analyst kept dragging the discussion back to basic reality: Better open models create more applications. More applications create more demand. More demand means more chips, more compute, and more data centers. Jensen is not “rooting for China.” He understands the market. NVIDIA sells the engine. It benefits when more people build cars—whether the model is American, Chinese, French, or open-source. The analyst also dismantled the lazy attempt to equate “Chinese open source” with cybersecurity backdoors. Open-source software can be inspected, tested, challenged, and repaired by anyone. Its code is exposed to scrutiny rather than hidden behind corporate walls. The analyst understood technology and business. The host understood only containment, suspicion, and Cold War reflexes. That contrast says everything about the American debate on Chinese AI: The people who understand the technology want competition. The people who understand only ideology want a blockade. Wall Street hears “Chinese open-source AI” and asks whether America is being betrayed. Engineers hear it and ask how much more compute the world will need. One side sees a market. The other sees an enemy.

Yahoo Finance asked why Jensen Huang is “rooting for Chinese AI.” The question itself exposes the disease in Western media. The host instinctively treated Chinese technological progress as a geopolitical threat, while the analyst kept dragging the discussion back to basic reality: Better open models create more applications. More applications create more demand. More demand means more chips, more compute, and more data centers. Jensen is not “rooting for China.” He understands the market. NVIDIA sells the engine. It benefits when more people build cars—whether the model is American, Chinese, French, or open-source. The analyst also dismantled the lazy attempt to equate “Chinese open source” with cybersecurity backdoors. Open-source software can be inspected, tested, challenged, and repaired by anyone. Its code is exposed to scrutiny rather than hidden behind corporate walls. The analyst understood technology and business. The host understood only containment, suspicion, and Cold War reflexes. That contrast says everything about the American debate on Chinese AI: The people who understand the technology want competition. The people who understand only ideology want a blockade. Wall Street hears “Chinese open-source AI” and asks whether America is being betrayed. Engineers hear it and ask how much more compute the world will need. One side sees a market. The other sees an enemy.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

13,374 просмотров • 14 дней назад