open source

“99% of the software in the world now is open source.”

“The irony behind open source is it's supposed to be this big decentralized thing where everyone can democratically participate, but because the incentives aren't nicely tied to the contributions people make, all of the funding ends up coming from massive compa…”

“So that model is exactly what I believe is going to happen at every segment of the open source market will be around.”

“There haven't been standalone franchises other than Red Hat that have really been able to, quote unquote, monetize open source.”

“When the open source is good enough and pervasive enough, it does take over. It may not be as good. For example, if you look at KVM and VMware and you look at the features and function, but if it's free, It has a lot more value, and people are building a lot o…”

“At the beginning, you know, if you're someone working on it every day and someone comes in and wants help to, you know, to get some idea in, it's always faster for you to do it yourself than to help this other person. But you have to do that. You have to Help …”

“The third thing I need that's really important to keep a project moving quickly is just really great infrastructure for testing, checking the quality, making sure that it continues to be good. And by investing in this kind of infrastructure, much the same as y…”

“IP ownership is, to me, less important than who actually wrote the code”

“If you can do three minutes of work to answer something that maybe 10 people in the world know the answer to, and you can save somebody hours and hours of discovery, there's almost no stronger force than the motivation to help that person. And it's especially …”

“And I think four years from now, there won't be a single business on the planet that only uses closed source or only uses open source.”

“Like Silicon Valley loves software companies because you get a repeatable product to market with a really high margin and high multiples. But if you start looking around a lot of the open source business models, it looks a little bit like a PSO company, which …”

“So, so, so open source becomes very viable marketing.”

“Really the whole indoctrination of open source and SaaS as a starting point is a marketing vehicle to build a pipeline for an organization.”

“In my case, I put my best developer on the open source side of the house, which from a company is kind of difficult to do because you basically want that best developer to rework on the core product on the inside.”

“When open source is offered as a service, the pricing. Is based on the service that you actually provide, and it makes for a very nice way to work around some of the nuances of open source and the whole, what's your support model and all these other bits and p…”

“We've seen many companies, you start with a cloud, I'll say a cloud SaaS offering based on open source. Viral adoption, great uptake. And then enterprises say, well, like we need to have that inside our firewall. We want a copy of that. So then the expansion, …”

“Open source needs to be independently complete and functional, like useful for a purpose, totally independently, maybe not all purposes, but if you just, Put it out there, and it doesn't really work, or it doesn't really work for something to get a job done. I…”

“There are discrete sort of components of open source that one could argue, here's all the functionality needed for a given user, a given server, a given environment. And then the added value components may be along areas such as scalability, security, Enterpri…”

“Initial outreach, initial branding, initial touch point, top of the funnel, like that can be aided with freemium and open source, but all of the sables Enablement, all of the partner enablement, and the customer certification, and the analyst relationships, ce…”

“And one of the things that GitHub has done is completely removed all of that cultural acclimation.”

“Oh, I said I hate the term open source, which is admittedly it was a little bit inflammatory to say that. I felt very, I felt this tension coming in as an outsider and talking to some people who strongly believe this one thing is definitely a core value of ope…”

“One of the decisions we made is we made our UIs closed source. So everything about the infrastructure of the platform is completely open source. And we chose to make the UI and that last mile of experience built off the APIs. Closed source.”

“Open source is now both a necessary part of almost any major software company strategy because it's a buying criteria that, you know, enterprises have for major new initiatives.”

“There's been a ton of money that's been invested in open source. But almost no examples of successful companies built around it.”

“Once you're talking about something as a service, questions around open source kind of diminish. Because they're not actually dealing with the code itself, they're dealing with the service.”

“Having a real security ecosystem around it makes a solution better. One of the reasons that Ubico's won the hearts and minds and has been this kind of organic, you know, bottoms up phenomenon is contributions of open source, and so.”

“One of the amazing properties of open source is that someone can put an idea out there and then galvanize developers to finish the idea, and that's in fact one of the features of open source that you know, you get, and it gets to this idea that Dennis talked a…”

“Yeah, the irony behind open source is it's supposed to be this big decentralized thing where everyone can democratically participate, but because the incentives aren't nicely tied to the contributions people make, all of the funding ends up coming from massive…”

“On blockchains, we get one canonical thing that multiple parties converge on, and, you know, in traditional open source, you know, everything is fractured into its own silo.”

“And I would say that the downside or potential area to be aware of is this model is very hard to scale and hard to scale operationally.”

“Product management is a critical role in any software organization, particularly open source, because here's where you balance not only the bridge between engineering and your go-to-market organization, but you also Manage the bridge between your community and…”

“And if we think of open source that way, the renaissance is really only beginning, and the market is far bigger than we have yet created or yet realized.”

“Open source is built on three pillars. They are one, project community fit, two, product market fit, and three, value market fit. Each of these have measurable objectives, and these pillars sort of unfold over time.”

“Open source was and is the best way to create software because it speeds product feedback, it drives adoption, it improves reliability.”

“The last 10 years, there really has been a renaissance in open source. This graph shows the bulk of investments have occurred over the past 10 years.”

“And I would argue without business innovation, such as pay for support, open core, and of course, SAS, open source as a service, there really wouldn't be an open source renaissance.”

“Open source would be the canonical example, right? Where it's completely fringe stuff. I mean, it's Richard Stallman, extreme libertarian, you know, statements in the eighties at MIT, and now it's 95% of the operating systems in the world, right?”

“There are, you know, there are breakthroughs happening in, in, in open source land on AI right now, like almost on a daily basis.”

“I think with AI you know, a lot of these ideas are gonna be pretty hard to enforce, and I think that's actually a good thing. I think that, you know, you can't, Like you can try to outlaw math. You can try to outlaw textbooks. You can try to outlaw open source…”

“So really we think that the gap is closing. The gap is approximately six months at that point.”

“Open sourcing, like a foundation model as stable diffusion initially, that led to a whole lot of research on these models, which was, yeah, it was in, in retrospect, extremely important to do this. I think otherwise we wouldn't have seen the improvements we sa…”

“I think when you go six months behind the frontier, even definitely one year, it's brutal. There's just way too many people that are able to get the capital and the resources to train those models. And so it's going to be either fully open source or there will…”

“Open source is a tremendous threat to monopoly or cartel. Like, you know, in many ways is a guarantee that monopoly or cartel can't last.”

“If there's one regulatory policy that we would enact that would ensure America's competitiveness, it would be open source.”

“They're not only underfunded to do AI, but the, there's a push among the big tech companies to Enact legislation that would essentially outlaw AI in universities by eliminating open source.”

“But open source, I believe is the only way to build infrastructure software. I don't think there's going to be a serious piece of infrastructure software that people actually use and deploy that isn't open source again.”

“There will never be a Really popular database that isn't open source ever again. That just can't happen.”

“You have to connect it into your own, your local data, your own local experience. The more you use it, the better it becomes that flywheel. You can't do it without open source.”

“The reason why every single company in the world Is built, every cloud service provider is built on open source is because it is the safest technology of all.”

“There are general purpose models like base models, compression of the web. That are eventually going to be open source and that can serve as the right basis for constructing specialized systems.”

“All the code infrastructures that we process the data is published as open source and also research blog, paper, and then including prompt leaderboard, we publish the paper. Open source, the models, the code, and everything.”

“Closed source and open source are not just differences in technology, but completely different markets altogether. They serve different types of customers. And so, and I think if you believe AI is this sort of explosive new platform shift, then there'll be win…”

“What normally happens is somebody does something close source. It turns out to Create a market and then somebody releases open source and it like stops a monopoly from forming and enables everybody else, you know, and then it kind of, you know, keeps the peopl…”

“California had a bill that would have created unlimited downstream liability for software developers, which would have effectively killed open source.”

“For those that are using open source, I do think it's true that the Chinese models have become the best.”

“And we will be releasing some open source and things around this to let people play around.”

“So today, 90% of our workflow is on open source.”

“But I do think we passed a threshold in like, I want to say about a year ago where a bunch of smaller companies or like new application companies, as they were trying to figure out, how do I really build an AI? Without just being a wrapper on top of open AI, t…”

“Now, if we're being honest, you know, Anthropic is you know, in a quiet period, so maybe they've slowed down a little bit, but I do think the rest of the world has accelerated, you know, OpenAI is clearly accelerated. Open source, I think, has accelerated more…”

“Like, this is not an or thing. It's an and thing, right? Like, this is an and thing. Frontier's gonna work really well. Like, N minus one models are gonna work really well. Open source is gonna work really well. There's gonna be a bunch of application companie…”