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open source LLMs

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 29, 2024 by Arthur Mensch · across every show →

Everything said about open source LLMs, oldest first

Apr 29, 2024
Insight
Mensch: Open-source AI shifts market value to platform and customization layers
“It moves the value a little higher than the model itself. It moves the value to the platform and customization part which is really I guess something that we're expecting and it's, it accelerates that process.”
Arthur Mensch Apr 29, 2024 ▶ 24:41 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Mar 10, 2025 bullish
Disclosure
Saper: Emergence Invested in Together.ai Believing Open-Source LLMs Will Become Dominant
“The clearest what you have to believe for that investment was that open source LLMs will be a dominant part of the market over time. That enterprises, that businesses are going to want to buy and use open source models and not just anthropic open AI and the cl…”
Jake Saper Mar 10, 2025 ▶ 43:38 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
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