open source

27 statements across 19 episodes · 18 bullish · 3 bearish · 18 people on the record · first statement Apr 13, 2016 by Roy Bahat · across every show →

Everything said about open source, oldest first

Apr 13, 2016 positive
Opinion
Open source is the most important work collaboration method ever invented
“Open source is probably the single most important new method that we as a working culture have invented, period.”
Roy Bahat Apr 13, 2016 ▶ 13:53 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Jan 19, 2018 neutral
Insight
Open-source infrastructure tools are powerful but remain difficult to assemble
“I thought that every company should be able to take advantage of a lot of the technology that's out there. It's being released into open source, but that's still really hard to assemble.”
Florian Leibert Jan 19, 2018 ▶ 4:01 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
Jul 11, 2022 bullish
Prediction Not checkable as stated
Mullenweg: Open source is the future of humanity
“Open source is the future of humanity and it's important that we create more of it.”
Matt Mullenweg Jul 11, 2022 ▶ 26:02 Matt Mullenweg: How I Founded WordPress; Storytelling Tips; How to Give Feedback | 20VC #905 · 20VC with Harry Stebbings
Apr 12, 2023
Insight
De Valk: Branding is the most underestimated element in open source
“So the biggest underestimated thing in all of open source is branding, like actually building a proper brand for your company and thinking about, Hey, how, how do we want people to look at us?”
Joost de Valk Apr 12, 2023 ▶ 11:52 Joost de Valk: How I Founded Yoast; The Ultimate Guide to SEO; The Threat of AI | E1000 · 20VC with Harry Stebbings
Apr 12, 2023
Insight
De Valk: Over-allocating free features in open source risks project forks
“Putting too much in free early on is dangerous, because you can't really take it back. And ah, that, I think that's where open source slightly differs from SaaS, SAS, because in SaaS SAS, you can just take it back. And in open source, as soon as you've put it …”
Joost de Valk Apr 12, 2023 ▶ 11:14 Joost de Valk: How I Founded Yoast; The Ultimate Guide to SEO; The Threat of AI | E1000 · 20VC with Harry Stebbings
Apr 12, 2023
Insight
De Valk: Freemium open-source brings web-scale problems with small-company income
“So what you get quite quickly with these models is that you have web skill problems and small company income.”
Joost de Valk Apr 12, 2023 ▶ 8:43 Joost de Valk: How I Founded Yoast; The Ultimate Guide to SEO; The Threat of AI | E1000 · 20VC with Harry Stebbings
May 12, 2023 positive
What-if
Delangue: Open Source Accelerated AI Progress by 30 to 50 Years
“Without open science, without open source, without Google sharing their attention is all you need paper, sharing their birth paper the latent diffusion paper. Maybe we would be 3040, 50 years away from where we are today.”
Clément Delangue May 12, 2023 ▶ 7:43 Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
May 15, 2023 positive
Insight
LeCun: Open-source projects succeed especially when providing basic infrastructure
“So I think that's why, you know, open source projects succeed, particularly when they concern basic infrastructure.”
Yann LeCun May 15, 2023 ▶ 23:46 Yann LeCun: Meta’s New AI Model LLaMA; Why Elon is Wrong about AI; Open-source AI Models | E1014 · 20VC with Harry Stebbings
Aug 18, 2023 bullish
Prediction Didn’t hold up
Socher: Open-source GPT-4 equivalent model will launch before end of 2023
“I predicted that we'll have a GBD four equivalent model before the end of the year. That's open source. Of course, GBD four keeps getting better and better. So my prediction was for the version we had like a few months ago,”
Richard Socher Aug 18, 2023 ▶ 28:00 Richard Socher: The 3 Biggest Barriers to Building AGI; AI Startups vs Incumbents | E1050 · 20VC with Harry Stebbings
Apr 29, 2024 positive
Insight
Mensch: Open-source distribution creates critical trust and brand equity in AI
“Brand is important because trust is important in that domain and open source brings trust in terms that Provide some trusted brand.”
Arthur Mensch Apr 29, 2024 ▶ 19:02 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Apr 29, 2024 bullish
Prediction Held up
Mensch: Mistral will remain an open-source leader while monetizing commercial models
“Like we still intend to be a leader in the open source part and to have some unique assets that we can license. And to have some unique platform that developers can use.”
Arthur Mensch Apr 29, 2024 ▶ 25:41 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Jan 29, 2025 bullish
Insight
Ross: Open-source technology always wins over proprietary systems
“Open always wins. Always.”
Jonathan Ross Jan 29, 2025 ▶ 0:33 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Mar 10, 2025 bullish
Prediction Not checkable as stated
Saper: Specialized LLMs will proliferate and mostly originate from open source
“I do think that you're going to see a lot of specialized LLMs. And I think that a lot of them will come from open source back to the earlier point.”
Jake Saper Mar 10, 2025 ▶ 48:40 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Jul 28, 2025 bearish
Prediction Not checkable as stated
Casado Predicts Tech Ecosystem Will See Less Open-Source AI
“I do think it's quite likely that we're gonna see less open source.”
Martin Casado Jul 28, 2025 ▶ 35:55 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
Jul 28, 2025 bullish
Assertion Not checkable as stated
Casado: Open Source Captures Higher Market Value Share in AI Than Software's Historic 20%
“Historically, open source has only been about 20% of the total market value. I would say it's much higher than that for AI.”
Martin Casado Jul 28, 2025 ▶ 37:10 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
Jul 28, 2025 negative
Opinion
Casado: Open-Source AI Is Dangerous Because China Is Better At It
“I think that right now open source is most dangerous because China is better at it than we are, and as a result of that.”
Martin Casado Jul 28, 2025 ▶ 30:05 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
Apr 25, 2026 positive
Insight
Masad: Open-source AI is essential to prevent corporate oligopolies from price collusion
“Open source is going to be very important for us to actually have a free market around AI, because if we're going to end up in an oligopoly of AI companies, then the, you know, there's actually an economic theory of how they'll naturally collude on price and p…”
Amjad Masad Apr 25, 2026 ▶ 15:48 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
Jun 22, 2026 positive
Opinion
Arora: Open-source AI models are essential for optimizing enterprise cost curves
“So in the world of bifurcation and horses or courses, I think open source is a good thing because it allows you to play the cost curve, right? You don't need the smartest model to the smartest thing. So open source is good.”
Nikesh Arora Jun 22, 2026 ▶ 1:02:33 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
Jun 25, 2026 bullish
Prediction Not checkable as stated
Lemkin: Open-source models will capture middle-tier enterprise AI workflows
“I firmly believe we need these middle level models from the closed source providers for the business to work, okay? We can't, not, not everyone can afford to run every workflow on Opus, right? And Haiku and Mini are too small, and this is where open source is …”
Jason Lemkin Jun 25, 2026 ▶ 1:26:23 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Jun 25, 2026 negative
Opinion
Lemkin: Modern open-source AI is fake because China subsidizes training costs
“Open source is a bit of a fake because China's paying for all the trading, okay? It's not open source like a generation ago.”
Jason Lemkin Jun 25, 2026 ▶ 0:00 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Jul 9, 2026 neutral
Insight
O'Driscoll: Open-Source Token Volume Is Misleading as Revenue Stays With Frontier Models
“The open router, you know, all the tokens with L, you know, with open source is a little misleading, because all the tokens can be in one place, but all the dollars can be in the other place.”
Rory O'Driscoll Jul 9, 2026 ▶ 1:02:36 Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
Jul 11, 2026 bullish
Assertion Not checkable as stated
Jain: Open-source AI achieves equal results at one-tenth the cost
“But I also know that already you see with open source that you can do the same amount of same work for a 10th of the cost, right?”
Arvind Jain Jul 11, 2026 ▶ 34:57 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Jul 11, 2026 neutral
Assertion Partly supported
Jain: Enterprise open-source AI adoption is driven by cost, not data privacy
“I think right now the open source drive is coming from the cost point of view.”
Arvind Jain Jul 11, 2026 ▶ 7:37 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Jul 11, 2026 bullish
Assertion Partly supported
Jain: Enterprises are actively routing away from frontier models to open source
“That's something that's happening now. So I think we are at a real inflection point with open source.”
Arvind Jain Jul 11, 2026 ▶ 6:28 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Aug 2, 2026 bullish
Prediction Not checkable as stated
Angelopoulos: US Will Have a Multi-Hundred Billion Dollar Open-Source AI Company
“I believe that we're going to have at least one massive, you know, multi-hundred billion, if not trillion dollar American company focused on American first open source.”
Anastasios Angelopoulos Aug 2, 2026 ▶ 8:37 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
Aug 22, 2026 bullish
Prediction Not checkable as stated
Murdock: Enterprise firewall data security needs will drive open-source AI adoption
“And I think in part, this is what's going to drive the open source opportunity is that, yeah, you know what? We don't want that stuff. Uploaded into the cloud. We want it, you know, behind the firewall.”
Jerry Murdock Aug 22, 2026 ▶ 20:34 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
Sep 3, 2026 positive
Insight
O'Driscoll: Open-Source AI Benefits GPU Vendors by Compressing Software Margins
“Open source is good for compute salespeople. If you're selling GPUs, you want everyone else's margin to be lower, so yours can be higher.”
Rory O'Driscoll Sep 3, 2026 ▶ 8:51 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
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