open-weights models

also referred to as: open weights models

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 4, 2026 by Clay Bavor · across every show →

Everything said about open-weights models, oldest first

Jul 4, 2026 neutral

Insight

Bavor: US AI labs avoid open-weights models to protect frontier pricing

“I think if you have the US based labs and hyperscalers developing the frontier models. There's an obvious, you know, like, are they going to compete with themselves and drive, you know, price pressure on the frontier models by, you know, developing and releasi…”

Clay Bavor Jul 4, 2026 ▶ 15:23 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings

Aug 31, 2026 positive

Opinion

Katz: Anthropic and OpenAI Outpace Open Weights on Application Harnesses

“Anthropic specifically and open AI have the benefit of being both a model provider and the harness provider that the open weights models right now are behind in.”

Aaron Katz Aug 31, 2026 ▶ 5:37 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern

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open-weights models

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