Open

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 29, 2026 by Jason Lemkin · said 10 times in 2 episodes since 2022 · across every show →

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Jul 29, 2026 bearish
Prediction Not checkable as stated
Lemkin: Open-source AI models will bypass Nvidia's CUDA platform
“He's got to go frontier and open and open is dangerous. Open doesn't need CUDA. Open is cheaper and it's lower margins. Open will bypass him, but he's got it.”
Jason Lemkin Jul 29, 2026 ▶ 3:13 Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
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