open-weight models

also referred to as: open weight models

11 statements across 9 episodes · 6 bullish · 5 bearish · 7 people on the record · first statement Sep 4, 2024 by Zico Kolter · across every show →

Everything said about open-weight models, oldest first

Sep 4, 2024 positive
Opinion
Kolter: Closed-source models leading open-weight releases creates a necessary safety buffer
“At least for now, there's a constant stream of closed models that are released sometime before an equivalently capable open, open weight model, right? And I think this is actually a very good thing because my hope would be that, and we've sort of found ourselv…”
Zico Kolter Sep 4, 2024 ▶ 49:42 Zico Kolter: OpenAI's Newest Board Member on The Biggest Questions and Concerns in AI Safety | E1197 · 20VC with Harry Stebbings
Nov 17, 2025 positive
Opinion
Andrew Ng: Open-weight AI models are a tremendous source of geopolitical influence
“I think that open-weight models is a tremendous source of geopolitical influence.”
Andrew Ng Nov 17, 2025 ▶ 0:16 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Jul 6, 2026 bullish
Disclosure
Mignano: USV is investing heavily in open-source AI and agents
“At USV, we're really interested in the Rebel Alliance. This new universe of open weight models and open source harnesses and distributed compute and agents, right? Human aligned agents.”
Mike Mignano Jul 6, 2026 ▶ 10:34 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Jul 29, 2026 negative
Opinion
O'Driscoll: Anthropic is pushing policies to de facto ban open-weight models
“While they're not saying they want to ban these things, they're advocating a series of steps that would add up to de facto banning or at least slowing them down.”
Rory O'Driscoll Jul 29, 2026 ▶ 4:51 Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
Aug 5, 2026 bearish
Assertion Not checkable as stated
O'Driscoll: Open-weight models act as a price drag on closed AI models
“One of the really interesting things about these open weight models is the impact they're having and the ability to be a drag on price for the US, you know, closed source frontier model companies.”
Rory O'Driscoll Aug 5, 2026 ▶ 34:01 Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
Aug 9, 2026 positive
Insight
Atallah: Use open-weight models for deterministic tasks and frontier orchestrators for reasoning
“This is what open weight models are generally really good at compared to frontier models. When you have a deterministic task where you know the shape of the output, you know the type of problem that you're working on, and it's a type of problem that has been s…”
Alex Atallah Aug 9, 2026 ▶ 53:51 OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
Aug 27, 2026 bearish
Opinion
O'Driscoll: Open-weight AI enabling tech is at peak valuation moment
“If you are an enabling technology for open-weight models, now is peak moment.”
Rory O'Driscoll Aug 27, 2026 ▶ 45:45 Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
Aug 31, 2026 bearish
Insight
Katz: Enterprise indemnification requirements will limit open-weight model adoption
“I don't, because I think it, especially in the enterprise, they want provisions and protections that potentially open weight models, especially those that come out of China, cannot provide. Around indemnification, for example, and output inference, and it's go…”
Aaron Katz Aug 31, 2026 ▶ 23:22 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
Aug 31, 2026 positive
Prediction Not checkable as stated
Katz: Open-weight AI security concerns will be addressed in 1-2 years
“Today, I think it is. If I look out a year or two from now, I think a lot of these concerns will be addressed.”
Aaron Katz Aug 31, 2026 ▶ 26:38 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
Sep 7, 2026 positive
Opinion
Greze: Open-weight models already perform routine human-level tasks really well
“Scheduling movies, working with one's calendar, answering emails that have been answered before, doing research on competitors on a daily basis. Like, all these kinds of things, I think, are trending pretty far from the frontier, right? And you can already use…”
Jean-Denis Greze Sep 7, 2026 ▶ 24:22 Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
Sep 7, 2026 negative
Opinion
Greze: Moving to open-weight models improves COGS without providing product advantage
“I can improve our cogs by moving to open weight, but it doesn't give me much product advantage. It doesn't make my product work better.”
Jean-Denis Greze Sep 7, 2026 ▶ 25:56 Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
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