Open Source LLMs

topic on 4 shows · 6 statements across 6 episodes

Latent Space No Priors the Official SaaStr Podcast 20VC

6 statements about Open Source LLMs, every show

Open-source LLMs have reached closed parity, but video models lag far behind
“The difference between the best open source LLM and the best open closed source LLM is very small. Like it used to be six months. I don't think it's six months anymore. I think it's like basically almost unparative. Video models are definitely not, there's a h…”
Ali Taha Aug 3, 2026 ▶ 1:14:57 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
20VC Disclosure
Saper: Emergence Invested in Together.ai Believing Open-Source LLMs Will Become Dominant
“The clearest what you have to believe for that investment was that open source LLMs will be a dominant part of the market over time. That enterprises, that businesses are going to want to buy and use open source models and not just anthropic open AI and the cl…”
Jake Saper Mar 10, 2025 ▶ 43:38 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
LATENT SPACE Assertion Not checkable as stated
Conover: Databricks' Dolly model was never state-of-the-art, but proved a concept
“DALI was never the best open source model, but it demonstrated a new, Something that was not obvious to many people at the time. Yeah, but we always were clear that it was never state of the art.”
Mike Conover Jun 11, 2024 ▶ 1:03:33 How AI is Eating Finance - with Mike Conover of Brightwave
20VC Insight
Mensch: Open-source AI shifts market value to platform and customization layers
“It moves the value a little higher than the model itself. It moves the value to the platform and customization part which is really I guess something that we're expecting and it's, it accelerates that process.”
Arthur Mensch Apr 29, 2024 ▶ 24:41 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
SAASTR Insight
Tamir: Per-token commercial LLM costs are unscalable for every enterprise query
“And if you pay a commodity LLM, which right now does usually beat out open source LLMs, you're going to end up paying per token and you can't scalably, if you have the right size of a business, do this for every query or every kind of use case.”
Mike Tamir Apr 26, 2024 ▶ 32:23 How Shopify Implements AI Across Sales and Product with the Head of AI at Shopify
NO PRIORS Insight
Noon: Using LLMs just for phishing spell checks materially increases attack success
“Like, if all they could do was, like, spell check the bad guys, and that's all you were using, like, whatever off the shelf, you know, open source LLM for, like, even that would make a difference materially on, you know, cybersecurity policy returns.”
Ryan Noon Oct 26, 2023 ▶ 11:15 No Priors Ep. 38 | With Material Security Co-Founder Ryan Noon

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