Open Source

“Because open source is what drops the cost of AI by 50 X and makes it available to everyone so everyone can benefit from AI and no one gets rich.”

“I mean, no, look, this is a doomer psyop and the ultimate target is open source. That's what it all comes down to, because that is what An FDA AI will ultimately ban. They won't call it a ban. They'll just say, look, we have to apply the same standards to open…”

“Open source is good for compute salespeople. If you're selling GPUs, you want everyone else's margin to be lower, so yours can be higher.”

“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…”

“In a line, I would say the labs pay an immense premium to be three to six months ahead of everything else.”

“And I think in part, this is what's going to drive the open source opportunity is that, yeah, you know what? We don't want that stuff. Uploaded into the cloud. We want it, you know, behind the firewall.”

“An open source ban is coming. They're not going to call it that. You know what they're going to say? They're going to say that we simply have to apply the same standards to open models that we apply to close.”

“If we ban open source, if we let this control be centralized, we will lose AI, we will lose geopolitics, we will lose everything to China. It's just that Simple.”

“Open source makes frontier tokens more valuable.”

“All, all the clouds, Nebus, Corweave, every, every, every cloud has been, like, increasingly have, like, these crazy revenue curves that have this basically translation of people using more 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…”

“All open source taking share does is kind of take margin dollars Out of the, ah, frontier model layer, and effectively by, thereby, you know, there is elasticity, thereby driving token demand, you need more demand for compute, and the margins, you know, anthro…”

“I believe that we're going to have at least one massive, you know, multi-hundred billion, if not trillion dollar American company focused on American first open source.”

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

“That's what we've seen throughout the whole deep seek saga when the lab revenues grew a ton, even though open source was big.”

“Our goal is to offer at every point along the, like, Pareto Optimal Frontier the best option for intelligence and price, and that includes open source.”

“The theme here is that all, like, there's multiple Chinese model labs who are telling all the inference guys, hey, yeah, yeah, our next model's not gonna be open source, we're gonna license it to you. So open is, is dying quickly, unfortunately.”

“Obviously, there's gonna be massive pricing pressure on multiplying big numbers, and I totally agree with Dave. I've been saying this, I think, as long as anyone, I think we all have, which is like, you're just multiplying big numbers. Open source has caught u…”

“None of the companies have has a mode, you know, because whenever there's a new benchmark breaking record or something, benchmark, record breaking language model that does this or this or whatever. A few months later, there's the same thing in open source, you…”

“That's something that's happening now. So I think we are at a real inflection point with open source.”

“I think right now the open source drive is coming from the cost point of view.”

“But I also know that already you see with open source that you can do the same amount of same work for a 10th of the cost, right?”

“And so this is why the share of wallet of closed models, it actually increased. I think that open source went from 19% last year to 11% this year. So open source as a share of enterprise spending is actually decreasing.”

“The open router, you know, all the tokens with L, you know, with open source is a little misleading, because all the tokens can be in one place, but all the dollars can be in the other place.”

“Open source is a bit of a fake because China's paying for all the trading, okay? It's not open source like a generation ago.”

“I firmly believe we need these middle level models from the closed source providers for the business to work, okay? We can't, not, not everyone can afford to run every workflow on Opus, right? And Haiku and Mini are too small, and this is where open source is …”

“One, so, I mean, one of the reasons to open source something is if you think it's a layer that will actually, there'll be some network effect. It'll benefit from many people collaborating on it.”

“So in the world of bifurcation and horses or courses, I think open source is a good thing because it allows you to play the cost curve, right? You don't need the smartest model to the smartest thing. So open source is good.”

“I think you can look at the last several months and see the opposite pattern, which is that the frontier is actually gaining share.”

“What we've seen is actually every different model is good at something different. And so with the initial results we saw, Anthropics models are quite strong, but there's areas where a 5.5 is better. There's some areas where open source is better.”

“And so I think the same thing will happen with the model providers, where it's like, if you look at Opus 4.7 and 5.5, Opus 4.7 is three times more expensive than 5.5, but it's, you know, 10 or 20% more performant. But like, these are going to cause pressure on…”

“And right now, beside the agentic AI, now you're looking at physical AI, it's a mixed big frontier, and then you have to really look at a full stack. That's why I'm still involved with a lot of this frontier model that we very familiar, and some of the investm…”

“It's actually really bullish for compute and hardware, because if the frontier models are capturing less of the margin, then you're gonna spend more on compute. So the better open source does, the better it is for compute providers.”

“We're using the more expensive models to explore. Hey, let's try a new interaction here. And obviously You know, the, these frontier models, whether it's a open AI model or a cloud model, they really are terrific. And they're great to experiment against. Once …”

“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.”

“This is something that, you know, anyone can do actually, it's like this is why I think we're entering the golden age of open source.”

“Well, what I'm actually hearing is that they're trying to make open source illegal at the federal level.”

“And so you have this thing where open source is also always going to be lagging the frontier. And so it's not going to be like a total replacement.”

“Open source is going to be very important for us to actually have a free market around AI, because if we're going to end up in an oligopoly of AI companies, then the, you know, there's actually an economic theory of how they'll naturally collude on price and p…”

“Probably more than 80% of what we do needs to be open source because we actually believe in this importance of open and interoperable.”

“I believe open source is going to win the day on the large language models and take 90% of the token usage, and I think the entire frontier model space could be undercut by open source”

“One of the things I've learned having built companies that sold to like sales and marketing people and companies that sold to IT people is like your comment on, well, you can't give things away for free for people who don't value it. Very true in the marketing…”

“What we realized is that it's the developer at the larger companies wants to use open source, and if you are a developer at a, let's say, born on the web company, you actually want more of a off the shelf self-sell product. It doesn't have to be open source, a…”

“He doesn't want to do open source.”

“What was it that it took us probably several years to discover was basically product marketing. You know, in an open source context was, yeah, you gotta tell people why it's interesting.”

“Open AI is number one, open source is number two, very distant third is Anthropic”

“Like let's take building foundational AI models. I think the kind of, the base will be pre-trained by few companies in the world, just given the resources required. They'll be open source of course offerings in that bucket. But then Probably, as I think about …”

“Partially in AI, I think you're doing open source if you're behind, right? Like it's a distribution strategy.”

“Open source is very good when it comes to, like, the build versus buy, because In a way, it removes the build, but it also removes the buy. So as an engineer, you just take open source, you don't have to build, you don't have to buy, but you get the value out …”

“Initially we're very focused on Vanity metrics on GitHub. Those, especially for open source, are very important because these vanity metrics, I don't care about how many stars I have, but I know that whenever I look at a project, whenever I look at the library…”

“You don't want to invite contribution too soon in a project because that's going to disrupt like building the foundation of the project.”

“The value of open source isn't just in the fact that it is free and that you have a community, et cetera. It's just that it gives you full control over your, one of your most precious assets.”

“Developers really appreciate open source because they can test it with no, like really sign up and things that they don't like.”

“I will say it does help open source disproportionately, I would say. Like, I don't know if you all saw there's a ramp blog post that they recently published about building their own coding agent, and they were mentioning that they use open code as a harness be…”

“If you take these next generation systems and you marry them to open source, you're going to cut the cost of AI by 90%.”

“Well, if you look at the trends in 20, 24 I'd say there might have been like a six month gap. If you look at the trend in 20, 25, I think the gap is more around three months. So I guess it's up to anyone else, anyone to guess what the gap is going to be next y…”

“Without open source, as you know, startups would be challenged. Companies that are in, in different industries, whether it's manufacturing, or transportation, or it could be in healthcare. Without open source today, all of that AI work would be suffocated.”

“No country in the world contributes more to open source than China.”

“Oh, and the other thing to note is like, there's like just tons of these solutions out there for free open source, and many of these solutions are better than the ones that are being deployed by the companies.”