Open Weights Models

topic on 3 shows · 4 statements across 4 episodes

the MAD Podcast TBPN 20VC

4 statements about Open Weights Models, every show

20VC Opinion
Katz: Anthropic and OpenAI Outpace Open Weights on Application Harnesses
“Anthropic specifically and open AI have the benefit of being both a model provider and the harness provider that the open weights models right now are behind in.”
Aaron Katz Aug 31, 2026 ▶ 5:37 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
MAD Disclosure
Samsara uses a hybrid AI stack including frontier and open-weights models
“We use multiple models from different labs simultaneously. The open source models are pretty compelling. I think it's having its moment now, but we've been seeing and this is really, I think from the academic communities, open source and really open weights mo…”
Sanjit Biswas Jul 29, 2026 ▶ 36:15 The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
20VC Insight
Bavor: US AI labs avoid open-weights models to protect frontier pricing
“I think if you have the US based labs and hyperscalers developing the frontier models. There's an obvious, you know, like, are they going to compete with themselves and drive, you know, price pressure on the frontier models by, you know, developing and releasi…”
Clay Bavor Jul 4, 2026 ▶ 15:23 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
TBPN Assertion Supported
Andreessen: DeepSeek and most open-weights AI models do not share training data
“What most of the open source open weights models don't have, including, you know, deep seek specifically, What they don't have is they don't have open data, right? Or open corpus, right? So you can't actually see the training data that went, went into them.”
Marc Andreessen Aug 9, 2025 ▶ 1:24:54 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5

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