open source models
also referred to as: open source model · open-source models
30 statements across 27 episodes · 16 bullish · 8 bearish · 26 people on the record · first statement May 3, 2023 by Vince Hankes · across every show →
Everything said about open source models, oldest first
May 3, 2023 negative
Hankes: Resource-Constrained Startups Shouldn't Build Open-Source AI Infrastructure
“And some companies will choose that path, but by and large for the vast majority of companies, particularly ones that have scarce resources, which are many of the ones I work with, you know, I don't want you spending time building infrastructure and scaling op…”
Jun 30, 2023 neutral
Aug 25, 2023 bullish
Apr 29, 2024 positive
Jun 12, 2024 bullish
Wang: Most serious enterprises will adopt on-premise AI models
“And this is actually why I think there's a very there's a very big sort of opportunity for whether it's open source models or the llama models or the mistral models or whatnot, basically these models that can go on prem and that enterprises can take. And then …”
Sep 4, 2024 bullish
Kolter: Open-sourcing models at GPT-4 capability poses low catastrophic risk
“If you look at the current best models that there are right now, so things like GPT-IV, Claude, 3.5 Gemini, things like this, I would not currently be all that nervous about having an open source model that was as capable as these in terms of the catastrophic …”
Nov 4, 2024 positive
Sam Altman: Open source AI models and integrated APIs will coexist
“There's clearly a really important place in the ecosystem for open source models. There's also Really good open source models that now exist. I think there's also a place for, like, nicely offered, well integrated services and APIs, and, you know, I think it's…”
Dec 18, 2024 bullish
Dedicated AI models will be built on open-source, not closed frontier models
“So obviously there will be a world A few frontier models and a lot of dedicated models, and dedicated models will be built on the top of, I think is more likely to be built on the top of open source models that, you know, close source frontier models.”
Mar 3, 2025 negative
Krieger: Distillation Is Unnecessary for Frontier Open-Source AI Progress
“I think the open source models, Like take Llama, for example, like they've been able to do that from their own research and perspective and data ingestion and training. And so I guess I would say distillation does not feel essential in order to unlock those th…”
Jul 11, 2025 bullish
Flanagan: Enterprise AI stacks will dynamic-route between open and paid models
“I think that most companies at some point will have a The ability to like switch between open source models, paid models, whatever model is the best model for their task, because it's going to help them optimize their costs.”
Jul 17, 2025 bearish
O'Driscoll: AI labs will stop releasing open-source models due to economics
“If you're in the quadrant of patriotic and greedy, which let's be frank, most of that quote people are, you ain't going to be releasing any open source models right now, because it's a Value destroyer from an economics perspective. And you are, you have the wh…”
Oct 17, 2025 bearish
Apr 7, 2026 neutral
Hassabis: Open-source AI models will lag frontier proprietary models by six months
“I think increasingly you know, what you're gonna see is the open source models are probably one step back from the absolute frontier. You know, it usually takes about six months for the open source community to sort of re-implement and figure out what those id…”
Apr 11, 2026 bullish
Apr 11, 2026 bullish
Reyna: Open-source AI models won't commoditize ElevenLabs due to enterprise complexity
“A lot of people were talking last year about, like, oh, open source models are gonna take over, like, even on the AI voices space, like, you're gonna get commoditized and so on. And for a period of time, I kind of believed it. I was like, yeah, I mean, There i…”
Jun 13, 2026 bullish
Jun 15, 2026 bearish
Perplexity will transition existing features to self-served open-source models
“We're training our own models post training it on top of amazing open source models, and that will bring down the cost that we currently spend on frontier model tokens. We expect to continue to use frontier models for designing new experiences and new capabili…”
Jun 18, 2026 bearish
Jun 20, 2026 bullish
Jul 6, 2026 bullish
Mignano: Enterprises will optimize AI spend via open source and routing
“In that world, enterprises and individuals are probably optimizing for a couple of things. I think they're probably optimizing for cost, right? They're starting to think about the trade-offs between intelligence and spend and how they can optimize their token …”
Jul 11, 2026 neutral
Jain: Enterprise AI adoption hurdle is Chinese model origin, not open source
“From a point of view of open source and using the model, everybody's going to be fine. The question is going to be, are they okay with the Chinese model or not? That's the only question here. It's not open source versus closed source.”
Jul 11, 2026 bullish
Jul 25, 2026 bullish
Nitski: Open-source AI does not cannibalize frontier data demand
“I wouldn't say that open source model improvements cannibalize our core business because data is most valuable on the frontier of model performance, so each of our customers has their own unique goals and is purchasing eval and training data sets To fill gaps …”
Jul 27, 2026 neutral
Enterprise AI workloads will split across proprietary and open-source models
“So I think, you know, you're going to have the combination of something like that, a family of models from Anthropic, and then a set of open source models and things that you train with your own data, and you're going to look across that whole tapestry and say…”
Jul 27, 2026 bullish
Open-source models will not displace top foundation models like Anthropic
“I think the foundation models, let's say specifically Anthropic, have such special models. This can be hard for somebody to just kind of say, I've used open source with my data. It's going to be functional and positive for some amount of what you're doing, but…”
Aug 2, 2026 bearish
Angelopoulos: Local Hosting Does Not Eliminate Pre-Trained AI Model Backdoor Risks
“What if the other side that's interacting with the chat bot can, you know, build in a certain code word or a certain like character sequence that then jail breaks that model and gets it to reveal all the data to me. So it can sort of like vomit out all of the …”
Aug 5, 2026
Aug 22, 2026 bullish
Murdock: Token Cost Disparity Will Drive Massive Open-Source Model Adoption
“And if you're looking at a Frontier model with double dollar digit cost per token, and you're looking at an open source model that's 10, 11 cents per token, while all tokens aren't created equal, it's still enough of a difference that there's going to be a mas…”
Aug 29, 2026 negative