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US closed-source vendors

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 25, 2026 by Rory O'Driscoll · across every show →

Everything said about US closed-source vendors, oldest first

Jun 25, 2026 bearish
Insight
O'Driscoll: Chinese open-source AI caps profitability for US closed-source vendors
“Many US companies are starting to build their own model based on the open source alternative, so it's providing some kind of, it's providing a ceiling on profitability for some of the US closed source vendors.”
Rory O'Driscoll Jun 25, 2026 ▶ 26:44 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
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