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
Jan 19, 2018 neutral
Jul 11, 2022 bullish
Apr 12, 2023
Apr 12, 2023
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 …”
Apr 12, 2023
May 12, 2023 positive
May 15, 2023 positive
Aug 18, 2023 bullish
Apr 29, 2024 positive
Apr 29, 2024 bullish
Jan 29, 2025 bullish
Mar 10, 2025 bullish
Jul 28, 2025 bearish
Jul 28, 2025 bullish
Jul 28, 2025 negative
Apr 25, 2026 positive
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…”
Jun 22, 2026 positive
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.”
Jun 25, 2026 bullish
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 …”
Jun 25, 2026 negative
Jul 9, 2026 neutral
Jul 11, 2026 bullish
Jul 11, 2026 neutral
Jul 11, 2026 bullish
Aug 2, 2026 bullish
Aug 22, 2026 bullish