open-source AI models

also referred to as: open source ai models

8 statements across 7 episodes · 2 bullish · 5 bearish · 7 people on the record · first statement Jun 19, 2023 by Alex Lebrun · across every show →

Everything said about open-source AI models, oldest first

Jun 19, 2023 negative
Insight
Open-Source LLMs Are Not Inherently Explainable or Transparent
“Even an open model trained with open data, to me, is not that open, because when you have, like, three hundred billion parameters, and it's a huge black box, you don't understand why the output is what it is, is it really open? And so, I'm just putting a littl…”
Alex Lebrun Jun 19, 2023 ▶ 27:32 Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
Jun 19, 2023 bullish
Prediction Open · timeframe Jun 2026
Lebrun: Open-source foundational AI models will win over closed models
“Open, obviously. You know, LLM are AI in general is an infrastructure in the future, and like every infrastructure, I'm just paraphrasing Jan, but is, is open. Open wins always with infrastructure. And so obviously I think the financial, the foundational model…”
Alex Lebrun Jun 19, 2023 ▶ 27:05 Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
Apr 29, 2024 negative
Insight
Mensch: Lack of developer tooling limits enterprise open-source AI adoption
“I think they're still lacking some products around like managing correctly load balancing customizing the models because you can do it with DIY solutions, but if you want to make it robust enough and scalable enough, it's actually not easy. And if you want to …”
Arthur Mensch Apr 29, 2024 ▶ 28:35 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Jun 24, 2024 bearish
Prediction Open · timeframe Jun 2029
Luan: Open-source AI will lag closed models over the next five years
“And I think in the next five years, open will always lag closed. And because open will always lag closed, because open just has fewer resources behind them and fewer incentives for people to go to go make things to be open as these things become more and more …”
David Luan Jun 24, 2024 ▶ 51:18 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Jun 25, 2026 neutral
Assertion Supported
O'Driscoll: Most competitive open-source AI foundation models are Chinese-based
“All the competitive models to the foundation models, all the open source models, bar not quite all, but most of are Chinese-based.”
Rory O'Driscoll Jun 25, 2026 ▶ 19:54 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Jul 6, 2026 bullish
Prediction Not checkable as stated
Mignano: Smart teams will increasingly shift toward open-source AI models
“We're going to see a lot of smart teams going more and more towards open.”
Mike Mignano Jul 6, 2026 ▶ 26:10 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Jul 27, 2026 bearish
Prediction Open · timeframe Jul 2031
Market will not sustain 60 independent AI model companies
“There's no way in hell that, you know, we're going to have 60 independent model companies in addition to all the open source and everything.”
Matt Murphy Jul 27, 2026 ▶ 1:02:16 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Aug 22, 2026 bearish
Assertion Contradicted
Murdock: Open-source models have never beaten frontier models on innovation
“There's never been a time yet where the open source model has trumped a frontier model on innovation yet. They might be better at specialization, but they certainly don't compete yet in sort of Complex and being able to do complex tasks.”
Jerry Murdock Aug 22, 2026 ▶ 18:13 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
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