open models

4 statements across 4 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jul 23, 2025 by Jensen Huang · across every show →

Everything said about open models, oldest first

Jul 23, 2025 positive
Opinion
Huang: Chinese AI labs offer the world's most advanced open models
“The Chinese AI labs are the world, world's leading open, open model companies. They offer the most advanced open models.”
Jensen Huang Jul 23, 2025 ▶ 59:35 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Mar 23, 2026 positive
Insight
Mensch: Open AI models allow parameter addition impossible with closed models
“If you have open models, you can actually add new parameters. You can make a lot of deeper things that you cannot do with closed models.”
Arthur Mensch Mar 23, 2026 ▶ 1:10:08 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Jul 11, 2026 positive
Assertion Not checkable as stated
Sacks: Decagon routes 90% of AI customer support usage to open models
“So like Decagon, the customer support AI company, they said that 90% of their usage now is being sent to Open models, but those are open models that they've had the opportunity to post train on and do a huge amount of customization based on all of their learni…”
David Sacks Jul 11, 2026 ▶ 51:25 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
Aug 13, 2026 neutral
Opinion
Sacks: Anthropic's premium pricing relies entirely on a six-month lead
“Their whole pricing power, that premium they're able to charge is because They're six months ahead of those open models, and that six months would be eaten up in the blink of an eye if they were subject to regulatory approval.”
David Sacks Aug 13, 2026 ▶ 42:41 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
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