Answered raw tape
D 5 · C 5 · P 5 · Cm 4 4.85
Q a sort of, uh, business strategy perspective. You know, maybe we saw Meadow with maybe the first big open source push. Um, you know, OpenAI has sort of evolved their tune. I, I've seen even Anthropix seems to be evolving their dialogue, um, a, a little bit. Um, how should we think about open sources as a, as a business strategy in terms of what, what's changed here and why?
A Oh, look, I, I don't think this is, this part is actually, is, is playing out beautifully along the same trend lines of all previous computing infrastructure, databases, analytics, operating systems, like Linux. The, the way it works is the closed source bioneers the frontier of capabilities. It introduces new use cases, and then the enterprises never know how to consume that technology, and when they do figure out eventually that they want cheaper, faster, more control, they need somebody like a Red Hat to then introduce them And, and provide solutions and services and packaging and forward deployed engineering and all of that around it. And which is why the arc generally in enterprise infrastructure has been closed source wins applications and open source tends to do really well in infrastructure, especially in large government customers, regulated industries where there's a bunch of security requirements. Things need to run on prem. The customer needs total control over it. Broadly, you could call that the sovereign AI market right now. Lots of governments and lots of legacy industries are going, wait, this open source thing is really critical to us. So I think Whereas two, three years ago, it was open source was viewed as like this, like, largely philosophical endeavor, which it is. Open source has always been political and philosophical by definition, but now there's an ex…
AI assessment note: “now there's an extraordinary business case for it”
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q a sort of, uh, business strategy perspective. You know, maybe we saw Meadow with maybe the first big open source push. Um, you know, OpenAI has sort of evolved their tune. I, I've seen even Anthropix seems to be evolving their dialogue, um, a, a little bit. Um, how should we think about open sources as a, as a business strategy in terms of what, what's changed here and why?
A Oh, look, I, I don't think this is, this part is actually, is, is playing out beautifully along the same trend lines of all previous computing infrastructure, databases, analytics, operating systems, like Linux. The, the way it works is the closed source bioneers the frontier of capabilities. It introduces new use cases, and then the enterprises never know how to consume that technology, and when they do figure out eventually that they want cheaper, faster, more control, they need somebody like a Red Hat to then introduce them And, and provide solutions and services and packaging and forward deployed engineering and all of that around it. And which is why the arc generally in enterprise infrastructure has been closed source wins applications and open source tends to do really well in infrastructure, especially in large government customers, regulated industries where there's a bunch of security requirements. Things need to run on prem. The customer needs total control over it. Broadly, you could call that the sovereign AI market right now. Lots of governments and lots of legacy industries are going, wait, this open source thing is really critical to us. So I think Whereas two, three years ago, it was open source was viewed as like this, like, largely philosophical endeavor, which it is. Open source has always been political and philosophical by definition, but now there's an ex…
AI assessment note: “now there's an extraordinary business case for it, which is why I think you're seeing”
