Open Source AI

topic on 15 shows · 58 statements across 51 episodes

the Y Combinator Startup Podcast Another Podcast BG2 Pod the Knowledge Project BigDeal Latent Space No Priors Sourcery Capital Allocators the MAD Podcast the a16z Podcast Big Technology All-In TBPN 20VC

58 statements about Open Source AI, every show

ALL-IN Opinion
Friedberg: Open-source AI is critical to prevent corporate and regulatory monopoly
“Open source AI is critical for everyone to benefit from this technology and keep it from being centralized and controlled by a handful of companies and individuals and a small set of governing officials.”
David Friedberg Sep 12, 2026 ▶ 46:42 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
SOURCERY Prediction Not checkable as stated
Ganesh: Open-source AI will democratize tooling and drive hardware capex buildouts
“I'm excited about the wave of open source AI. I think it'll, it'll democratize a lot of the tooling, the resources, I think we'll continue to see the proliferation on, on the hardware side and the capex build outs there. And I think the exciting part to, I thi…”
Vibhav Ganesh Sep 10, 2026 ▶ 58:52 Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
ALL-IN Prediction Not checkable as stated
Sacks: Most conservatives and libertarians will support open-source AI
“I do think that as this debate evolves, most conservatives, most libertarians are going to see the threat to civil liberties, and I think they're going to come out in favor of open.”
David Sacks Sep 4, 2026 ▶ 50:34 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
MAD Insight
Wolf: Open Versus Closed AI Is Orthogonal to Model Safety
“If for many aspects, I think the closed open distinction is almost orthogonal to the safe and safe. People don't understand that, you know, easily because it's easier to do bad mapping than to try to understand the subtlety.”
Thomas Wolf Aug 6, 2026 ▶ 13:48 “OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf
MAD Opinion
Wolf: Post-Training Mitigates Backdoor Risks in Open-Source AI Models
“Right now, if you pre-train and post-train a model for longer, you very likely change quite a lot of the weights and that it has. So I think there's a lot of way to circumvent that which means that at the moment I'm a bit less worried about that than maybe jus…”
Thomas Wolf Aug 6, 2026 ▶ 41:26 “OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf
MAD Opinion
Wolf: Open-Source AI Is Orthogonal to Accelerationism and Decelerationism
“I don't think open source has to be acceleration per se. Dan was saying this is decelerationist. I don't think it's also decelerationist. I think these are also orthogonal.”
Thomas Wolf Aug 6, 2026 ▶ 54:48 “OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf
MAD Opinion
Wolf: An AI Race Closes Labs While a Slowdown Enables Openness
“And I feel like a raised dynamic is usually more in terms of closing the doors of the labs, right? So to me, a slowdown is probably more the opportunity to open.”
Thomas Wolf Aug 6, 2026 ▶ 56:40 “OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf
ALL-IN Prediction Not checkable as stated
Sacks: AI market could mirror Apple-Android split in market share and revenue
“It might end up being a situation like Apple and Android, where Android got a lot of market share, but Apple's where all the monetization was.”
David Sacks Jul 30, 2026 ▶ 57:46 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
BIG TECHNOLOGY Assertion Not checkable as stated
Shao: Chinese AI Labs Open-Sourced Models to Disarm Global Skepticism
“It's essentially in the beginning, it was like a branding strategy for a lot of these labs. And when I spoke to them, because they said, look, if we want more developers on our ecosystem or on our using our APIs, they need to know what's out there, especially …”
Grace Shao Jul 29, 2026 ▶ 14:43 How China Caught U.S. AI — With Grace Shao
ALL-IN Assertion Not checkable as stated
Sacks: Anthropic's proposed open-source AI bans do not solve model distillation
“These proposals to ban open source that are coming from Anthropic. They don't solve the distillation problem.”
David Sacks Jul 24, 2026 ▶ 14:26 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
TBPN Opinion
Coogan: Kimi K3 invalidates the thesis that open-source AI trails closed models
“The headlines for Kimi are impressive, but not wildly surprising based on the current trend lines and model progress. But it does seem to invalidate Ah, the thesis that open source would start falling behind, which was something that was start, there was that …”
John Coogan Jul 20, 2026 ▶ 2:41 Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
TBPN Prediction Not checkable as stated
Cowen: Attempts to Outlaw or Sanction Chinese Open-Source AI Will Fail
“Open source and is coming and is here, whether we like it or not. Of course, a lot of it will be from China. We should allow American competitors to proceed on an even footing, but basically the attempt to outlaw it or ban it or use sanctions against it is goi…”
Tyler Cowen Jul 20, 2026 ▶ 1:51 Tyler Cowen Doesn't Think America Should Ban Chinese AI Models
SOURCERY Insight
Cook: Open source rules production, while closed models dominate discovery
“Jesse's explanation, I think, is the correct one, which is that open source is good for production grade, like production scale workflows. Yet we're so early in this AI journey that there's not that many production grade workflows. And so if you are trying to …”
Max Cook Jul 19, 2026 ▶ 7:53 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
ALL-IN Prediction Not checkable as stated
Chamath: Future of sovereign AI for countries is open source
“And I think the future is open source for all these countries.”
Chamath Palihapitiya Jul 11, 2026 ▶ 2:51 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
ALL-IN Prediction Not checkable as stated
Sacks: Banning open-source AI in the US won't stop international adoption
“If you were to do something like ban open source in the United States, you'll put the United States on an island. The rest of the world is not going to follow suit. The rest of the world wants to use open models because of the advantages they offer.”
David Sacks Jul 3, 2026 ▶ 55:55 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
BIG TECHNOLOGY Prediction Not checkable as stated
Kantrowitz: Gating US Frontier AI Will Drive Enterprise Shift to Open Source
“If companies or countries cannot rely on the, or their ability to access frontier AI from US foundational model companies, they will rush toward open source. They will rush towards other solutions. They may, you know, not, they may be slower to go to these mor…”
Alex Kantrowitz Jun 29, 2026 ▶ 7:16 Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
20VC Insight
Petersen: Frontier AI is required for coding, wasteful for basic workflow automation
“For our coding agents and, like, for actually developing product, we probably always want the frontier model, but if you're just, Automating a workflow. If the open source one that's basically free can automate it, then I don't, there's diminishing returns to …”
Ryan Petersen Jun 20, 2026 ▶ 17:09 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
Gurley: China's open-source AI ecosystem can innovate faster than the US
“Because it's more intense, everyone's chosen to go open source, and that creates a system that, in my mind, is capable of innovating far faster Then the competitive system we have here.”
Bill Gurley Jun 9, 2026 ▶ 15:20 Mental Models That Change How You Think | Bill Gurley
BIGDEAL Prediction Not checkable as stated
Gurley: US proprietary AI will likely lose its lead over Chinese open-source AI
“I think the odds that, that, you know, The US with two, you know, proprietary models can stay ahead of China with 10 open source ones is very low.”
Bill Gurley Mar 4, 2026 ▶ 44:55 The Most Important Career Advice You'll Ever Hear (In The AI Era) | Bill Gurley
Yi Tay: Gap Between Closed AI Labs and Open-Source Is Increasing
“I think the gap is definitely increasing.”
Yi Tay Jan 23, 2026 ▶ 53:49 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Small, funded teams are more effective than broad open-source AI consortiums
“Maybe it sounds wrong, but I feel like banding together is not necessarily good by default. There's a lot of different incentives. There's so much noise that no one knows where to focus. I prefer, if anything, I would prefer siloed focused teams who have fundi…”
Quentin Anthony Nov 3, 2025 ▶ 56:15 How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
a16z Assertion Not checkable as stated
Andreessen: Biden officials explicitly told a16z they planned to ban open-source AI
“They told us that explicitly. And yeah. And they told us exactly what you just said. They told us they're gonna ban open source. And when we challenged them on the ability to ban open source, because it's, you know, we're talking about, you know, math, you kno…”
Marc Andreessen Nov 3, 2025 ▶ 1:01:06 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
20VC Opinion
Alex Schultz: Meta may reconsider open-sourcing extreme AI capabilities
“We've said that when it gets to the cutting edge, like the absolute cutting edge, the bleeding edge, There, we don't think you should be necessarily releasing open source, and we'll think about that. So I think at the most extreme capabilities, I don't know th…”
Alex Schultz Sep 5, 2025 ▶ 33:22 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
BG2 Insight
Gurley: Open-Source AI Fuels Faster Hyper-Competition by Co-Training Models
“You just have a much more natural environment to have this kind of hyper competition that we talked about in EVs or solar, like having that many open source providers gives you that. I would say even maybe more because of the way the models can help one anothe…”
Bill Gurley Aug 28, 2025 ▶ 51:28 China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
a16z Opinion
Horowitz: Shutting down open-source AI serves regulatory capture and monopoly
“If AI is a super weapon that will also be true there, and so if you believe that, then I think what you want is open source, and I think if you want regulatory capture or monopoly for yourself, you want to shut that down.”
Ben Horowitz Aug 23, 2025 ▶ 25:57 Ben Horowitz Shares the a16z Origin Story & Plans for the Future
TBPN Opinion
Andreessen: Open-source AI lags leading proprietary models by about six months
“Right now, you know, which I think what you would say is it kind of lags the leading edge proprietary implementations by, you know, six months or something like that.”
Marc Andreessen Aug 9, 2025 ▶ 1:23:01 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
TBPN Opinion
Andreessen: US Is Past the Risk of Outlawing Open-Source AI
“I think, you know, we're basically through that at this point. We're just going to say, we're through that in the US. You know, we'll, we'll see about the rest of the world.”
Marc Andreessen Aug 8, 2025 ▶ 16:47 Marc Andreessen on Why Apple Might Miss the Next Platform Shift
TBPN Opinion
Andreessen: Chinese Open-Source AI Releases Are Net Positive for the World
“I think it's been net positive for the world that China has been so enthusiastic about open source AI coming out of China which has been great.”
Marc Andreessen Aug 8, 2025 ▶ 16:55 Marc Andreessen on Why Apple Might Miss the Next Platform Shift
TBPN Assertion Not checkable as stated
Andreessen: Open-Source AI Lags Proprietary Models by About Six Months
“Right now, you know, which I think what you would say is it kind of lags the leading edge proprietary implementations by, you know, six months or something like that.”
Marc Andreessen Aug 8, 2025 ▶ 17:25 Marc Andreessen on Why Apple Might Miss the Next Platform Shift
20VC Insight
Casado: The AI Playbook Is Open-Sourcing Small Models While Keeping Advanced Closed
“The standard model of open sourcing AI is you open source the smaller model and you keep the more capable model closed source. And it's a way that you get distribution and ran brand recognition, but you don't actually erode your business.”
Martin Casado Jul 28, 2025 ▶ 36:21 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
ALL-IN Insight
Buchheit: Open-source AI keeps closed-source vendors honest
“I think we'll have both. It seems like the balance is that there's reasons to have both, but the importance of having open source as an option forces all of the closed source vendors to be honest, right? Like if they start censoring the models, they start You …”
Paul Buchheit Jul 23, 2025 ▶ 1:10:41 Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
Fei-Fei Li: Open-source AI must be protected across academia and industry
“I think open source is, should be protected. I think if there is efforts of open source, both in public sector as like academia, as well as a private sector is so important. It's so important for the entrepreneurial ecosystem. It's so important for public sect…”
Dr. Fei-Fei Li Jul 1, 2025 ▶ 40:33 Fei-Fei Li: Spatial Intelligence is the Next Frontier in AI · Y Combinator
LATENT SPACE Assertion Contradicted
No legitimate open-source million-token context models exist at scale
“Scaling to, like, million token contexts is, like, really, really hard. There, I don't think there are real, like, open source replications, open token context scaling, Beyond, like, tiny, like, academic model sizes.”
Will Brown May 9, 2025 ▶ 9:50 ⚡️Open Questions in Agentic RL — Will Brown (Prime Intellect)
NO PRIORS Opinion
Bernhardsson: Audio AI is underexplored with massive open-source opportunity
“I think audio is like very underexplored. I think there's a lot of opportunity for open source models in that space. But I don't think we've seen anything really cool yet.”
Erik Bernhardsson Jan 9, 2025 ▶ 13:17 No Priors Ep. 96 | With Modal CEO and Founder Erik Bernhardsson
BG2 Assertion Contradicted
Gurley: Anthropic and Eric Schmidt Pushed to Restrict Open-Source AI
“Anthropic and their investors like Eric Schmidt have been some of the people that have been encouraging, you know, more and more AI oversight and AI regulation and trying to make it such that open source AI would not be legal.”
Bill Gurley Nov 27, 2024 ▶ 28:49 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
MAD Insight
Delangue: Full open-source AI requires sharing weights, datasets, and training scripts
“So it's a gradient, right? Openness is a gradient from kind of like full open source AI, which would be considered kind of like a practice where you share the weights, you share the data sets that you use to train the model. You usually share the training scri…”
Clement Delangue Oct 17, 2024 ▶ 13:36 The $4.5B Platform Driving the Open Source AI Revolution | Clem Delangue, CEO, Hugging Face
MAD Assertion Not checkable as stated
Delangue: China is likely the current leader in open-source AI
“China has been publishing much more open source AI lately. I would argue that they're probably the leader today of open source AI which is surprising to some, but for example, in, in video, they've been leading in, in open source AI.”
Clement Delangue Oct 17, 2024 ▶ 15:34 The $4.5B Platform Driving the Open Source AI Revolution | Clem Delangue, CEO, Hugging Face
a16z Assertion Partly supported
Horowitz: Google and Microsoft use safety rhetoric to lobby against open-source AI
“And they do it like the really kind of nasty thing is they claim, oh, it's for safety. You know, we've created an alien that we can't control, but we're not going to stop working on it. We're going to keep building it as fast as we can. And we're going to buy …”
Ben Horowitz May 9, 2024 ▶ 1:12:46 Build Your Startup With AI
a16z Prediction Not checkable as stated
Horowitz: Misguided AI regulation will cede US leadership to China
“With kind of misguided regulation You know, we could actually force our way from something that, you know, is open source, open weights. Anybody can build it. We'll have a plethora of this technology. We'll be like, use all of American innovation to compete, o…”
Ben Horowitz May 9, 2024 ▶ 1:11:01 Build Your Startup With AI
20VC Insight
Mensch: Developers prefer customizing open-source models over proprietary APIs
“This open source part was, I believe, a good enabler for the community and made people realize that they could build very interesting technology by modifying the models themselves instead of depending on the APIs of a couple of providers.”
Arthur Mensch Apr 29, 2024 ▶ 16:23 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
MAD Prediction Not checkable as stated
Turck predicts the open-source AI market will consolidate via power law
“So eventually there'll be a power law and all the things”
Matt Turck Apr 26, 2024 ▶ 10:09 Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
CAPITAL ALLOCATORS Prediction Not checkable as stated
Dixon: Banning Open-Source AI Would Leave Five Companies In Control
“If it's banned, which I think some places seem to be moving towards, that will end up in a very different world. It'll end up in the world where you have five companies that control the technology and just a very different economic structure.”
Chris Dixon Apr 15, 2024 ▶ 51:59 Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
a16z Assertion Not checkable as stated
Andreessen: Vinod Khosla lobbied Congress to ban open-source AI
“Vinod has been lobbying to ban open source AI. And by the way, he denies that he's been doing this, but I saw him with my own eyes when the US Congressional China Committee came to Stanford I was in the meeting where he was with, you know, 30 20 or 30 congress…”
Marc Andreessen Apr 2, 2024 ▶ 1:25:45 Politics & the Future of Tech
a16z Insight
Casado: Open-source AI models return software development to the mainframe era
“Even if the weights and biases are open source, I don't know how much you can modify it. Right? So it almost feels like we're going back to this old mainframe day where, like, it's great to have it, and you can operationalize it, but you're not going to have t…”
Martín Casado Mar 11, 2024 ▶ 32:03 Intelligence in the Age of AI with new CTO of the CIA
BG2 Prediction Not checkable as stated
Gurley: Banning open-source AI would cause the US to lose to China
“The one thing that would cause us to get way behind China is if we played without open source and they had it like us.”
Bill Gurley Mar 7, 2024 ▶ 47:28 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Chintala: Open source will reach AGI via pure natural selection
“The open source thing will be very much in line with getting to AGI, because open source has that, like natural selection effect. Like, if a better open source model comes, Really no one says, huh, I don't want to use it because there are ecosystem effects, I'…”
Soumith Chintala Mar 6, 2024 ▶ 1:17:21 Open Source AI is AI we can Trust — with Soumith Chintala of Meta AI
ALL-IN Prediction Not checkable as stated
Calacanis: Open-source AI will win as users reject biased proprietary models
“You know who the big winner is going to be in all of this? Chamath is going to be open source. Like, cause people are just not going to want a model that has all this baked in weird bias, right? They're going to want something that's open source.”
Jason Calacanis Feb 23, 2024 ▶ 56:09 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Tan: Open-source AI access for consumers is the best insurance against tyranny
“We want all consumers to be able to have from the bottom up, ah, the same access to that same technology. And that's, ah, yeah, the best insurance against tyranny.”
Garry Tan Feb 8, 2024 ▶ 26:47 The Truth About Building AI Startups Today · Y Combinator
a16z Opinion
Horowitz: Open-source AI matters more than safety and alignment regulation
“And I think that, you know, that's probably the most important policy question that people are getting caught up in this other question of you know, safety and alignment, but the more important question I think is probably open source and decentralization.”
Ben Horowitz Dec 5, 2023 ▶ 26:17 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
NO PRIORS Disclosure
Arthur Mensch: Mistral Aims to Make AI Safer Through Openness and Scrutiny
“By doing what we do, by being much more open about the technology we create, we want to steer the community into a regime where things just work better, where things are safer because put under more scrutiny, and really our intention there is to, well, to take…”
Arthur Mensch Nov 9, 2023 ▶ 13:11 No Priors Ep. 40 | With Arthur Mensch, CEO Mistral AI
ALL-IN Insight
Gurley: AI incumbents attack open-source AI because it threatens their market power
“They're spreading a negative open source message, and I think it's precisely because they know it's their biggest threat, and I think what Meta's done with Llama II.”
Bill Gurley Sep 16, 2023 ▶ 21:26 All-In Summit: Bill Gurley presents 2,851 Miles
20VC Prediction Not checkable as stated
Shazeer: Open and Closed AI Ecosystems Will Continue to Coexist
“As there has been, there will be a big ecosystem of open and closed of, you know, People who aren't sharing their secret sauce with, and people who are sharing all of their secret sauce and the ability to mess around with things at a small scale is going to le…”
Noam Shazeer Aug 31, 2023 ▶ 23:19 Noam Shazeer: How We Spent $2M to Train a Single AI Model and Grew Character.ai to 20M Users | E1055 · 20VC with Harry Stebbings
MAD Prediction Not checkable as stated
Riparbelli: Most harmful AI misuse will emerge from open source models
“And I think we'll see that a lot of harmful use of these technologies will emerge from kind of like the open source world.”
Victor Riparbelli Jul 19, 2023 ▶ 37:17 Democratizing Video Creation with AI: Lessons From Synthesia’s Journey to 50k+ Customers
ALL-IN Insight
Friedberg: Open-source AI models risk rendering $500M startups worthless
“You're going to invest in a company at a five hundred million dollar valuation and six weeks later, it's going to be worth zero because someone open source the exact same thing that you can now do for a hundred K.”
David Friedberg Jun 10, 2023 ▶ 1:30:21 E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
NO PRIORS Prediction Not checkable as stated
Delangue: Open-source and proprietary AI will both permanently coexist
“The truth is that there's always going to be both, right? I think if you see most, most technologies, you know, if you look at search, you always have the elastic search, the Algolia, or like, if you look at databases, you have that MongoDB and the proverter a…”
Clem Delangue May 19, 2023 ▶ 15:02 No Priors Ep. 5 | With Huggingface’s Clem Delangue
20VC Prediction Open · timeframe May 2028
LeCun: Public will reject proprietary AI and demand open-source infrastructure
“They would be so pervasive, so much will ride on, on those systems that I don't think anyone will accept that those assistant being behind Event Horizon in a private company, they will insist that the infrastructure is open.”
Yann LeCun May 15, 2023 ▶ 20:18 Yann LeCun: Meta’s New AI Model LLaMA; Why Elon is Wrong about AI; Open-source AI Models | E1014 · 20VC with Harry Stebbings
NO PRIORS Assertion Not checkable as stated
Liang: The AI industry is retreating from its open culture
“And what we're seeing now is sort of a retreat of that open culture where models are now being only accessible via APIs. We don't really know all the secret sauce that's going behind them, and there's sort of limited access.”
Dr. Percy Liang Apr 25, 2023 ▶ 5:15 No Priors Ep. 7 | With Stanford Professor Dr. Percy Liang
ANOTHER PODCAST Prediction Not checkable as stated
Evans: Policy papers cannot control AI because models are open source
“And indeed the whole problem I had with the whole concept of AI safety and AI ethics was like, this stuff is all fundamentally open source. So aren't five companies that can do this. Anybody will be able to do this. So you're not going to be able to sit and wr…”
Benedict Evans Oct 19, 2022 ▶ 20:00 Wondering about generative AI

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