Closed Source

topic on 6 shows · 10 statements across 9 episodes

More or Less BG2 Pod Latent Space the MAD Podcast the a16z Podcast 20VC

10 statements about Closed Source, every show

20VC Prediction Not checkable as stated
O'Driscoll: Impossible for a fourth closed-source AI player to catch up
“It's almost impossible for a number four to a same business model, closed source number four to emerge and catch up at this point.”
Rory O'Driscoll Jun 25, 2026 ▶ 17:34 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
MORE OR LESS Prediction Not checkable as stated
AI reverse-engineering will make all software effectively open source
“I'm hearing that they can reverse engineer any software binary. And so like software is no longer open Closed source. All software will be open source going forward because you can just rip open any binary and reconstruct the software.”
Dave Morin May 29, 2026 ▶ 10:24 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Pliny: Locking down proprietary models fails because attackers switch to open source
“I think that any, you know, seasoned attacker is going to very quickly just switch models and with open source, just right on the tail of closed source. I don't really see the safety fight as being about locking down the latent space for XYZ area.”
Pliny the Liberator Dec 16, 2025 ▶ 5:55 ⚡️Jailbreaking AGI: Pliny the Liberator & John V on Red Teaming, BT6, and the Future of AI Security
a16z Insight
Midha: Open-source and closed-source AI are distinct commercial markets
“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…”
Anjney Midha Aug 15, 2025 ▶ 27:43 The Current Reality of American AI Policy: From ‘Pause AI’ to ‘Build’
MAD Assertion Not checkable as stated
Delangue: Open-source AI leads closed-source in most text applications
“Open source is actually heads of, closed source for most of the text applications today, especially when you have, like, a very specific, narrow use case.”
Clement Delangue Oct 17, 2024 ▶ 5:36 The $4.5B Platform Driving the Open Source AI Revolution | Clem Delangue, CEO, Hugging Face
BG2 Insight
Huang: AI should embrace both open and closed source models
“It is, I believe wrong-minded to be closed versus open. It should be closed and open.”
Jensen Huang Oct 13, 2024 ▶ 1:13:49 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
20VC Assertion Contradicted
Tavel: Frontier AI models currently require closed-source architectures
“Right now it feels like if you need a model that's on the frontier, you're going to be closed source.”
Sarah Tavel May 6, 2024 ▶ 0:00 Sarah Tavel: Will Foundation Models Be Commoditised? | E1149 · 20VC with Harry Stebbings
20VC Opinion
Tavel: Frontier AI models will remain closed source unless Meta shifts market
“If you want a model that's on the frontier, that's going to be closed source. Now, look, every, as I mentioned, every month it feels different with what Meta's doing with Llama, that may actually fundamentally change the game. If Meta is willing to make that h…”
Sarah Tavel May 6, 2024 ▶ 38:09 Sarah Tavel: Will Foundation Models Be Commoditised? | E1149 · 20VC with Harry Stebbings
a16z Prediction Not checkable as stated
Wanstrath: By 2020, every company will use both open and closed source
“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.”
Chris Wanstrath Jan 2, 2019 ▶ 38:19 a16z Podcast | What Software Developers (and Therefore Every Company) Need
20VC Prediction Didn’t hold up
Volpi: The era of large closed-source enterprise software platforms is over
“I generally think that we've seen the last of enterprise software companies, large enterprise software companies that are platforms that are closed source.”
Mike Volpi Sep 18, 2017 ▶ 21:31 20VC: Index's Mike Volpi on Making The Move From Player To Coach, What It Takes To Build Generation Defining Brands & How Europe Really Stacks Up To The US Venture Market

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