open source AI

also referred to as: open-source ai

10 statements across 10 episodes · 6 bullish · 3 bearish · 6 people on the record · first statement Jun 10, 2023 by David Friedberg · across every show →

Everything said about open source AI, oldest first

Jun 10, 2023 bearish
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!
Sep 16, 2023 negative
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
Feb 23, 2024 bullish
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
Jul 23, 2025 positive
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
Jul 3, 2026 bullish
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
Jul 11, 2026 bullish
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
Jul 24, 2026 negative
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?
Jul 30, 2026 neutral
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
Sep 4, 2026 positive
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
Sep 12, 2026 positive
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
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