open weights

also referred to as: open weight

4 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jul 4, 2026 by Clay Bavor · across every show →

Everything said about open weights, oldest first

Jul 4, 2026 neutral
Prediction Not checkable as stated
Bavor: Enterprises will mix open-weights and frontier models based on tasks
“And I think you'll end up with companies using both mixing and matching them depending on the task at hand.”
Clay Bavor Jul 4, 2026 ▶ 9:06 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
Jul 29, 2026 negative
Insight
O'Driscoll: Open-weights models do not have open-source software's security benefits
“The reality is when you're getting open weights, you're not getting, it's not the same thing because all you get is the fixed weights that allow you to run the model. What you don't know is the black box inside those weights and how they work.”
Rory O'Driscoll Jul 29, 2026 ▶ 27:34 Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
Jul 29, 2026 negative
Prediction Not checkable as stated
Lemkin: AI agent unpredictability will strengthen US bans on foreign open weights
“I think these models are very risky. I use them every day. I love it. And I think it's an argument to keep the open weight out of the US. It's gonna favor the ban because we can't, we have no idea what these models are gonna do.”
Jason Lemkin Jul 29, 2026 ▶ 13:12 Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
Aug 27, 2026 neutral
Prediction Not checkable as stated
O'Driscoll: Open-weight will drive token volume while frontier models capture revenue
“Yes, I think that the vast predominance of tokens process will be open weight, and obviously, as people reiterating, the vast majority of revenue, the significant majority of revenue will still be frontier state-of-the-art because it can command more value tha…”
Rory O'Driscoll Aug 27, 2026 ▶ 32:52 Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
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