open-source AI models

also referred to as: open source ai models · open-source ai model

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 3, 2026 by David Sacks · across every show →

Everything said about open-source AI models, oldest first

Jul 3, 2026 positive

Insight

Sacks: Running open-source Chinese AI models locally prevents data leakage to China

“Once a model is open source, it stops being Chinese in a way, right? Because you can now take that model. You can fork it. You can create your own version. You run it in an American data center on your own hardware. There's no packets going back to China. Ther…”

David Sacks Jul 3, 2026 ▶ 54:56 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie

Jul 30, 2026 bearish

Opinion

Friedberg: Chinese open-source AI could commoditize the model layer

“China is now demonstrating that they may deflate the value of models by releasing open source AI models. And that ultimately the value may just sit with the compute infrastructure and the compute layer.”

David Friedberg Jul 30, 2026 ▶ 20:25 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

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open-source AI models

Everything said about open-source AI models, oldest first

Turn any episode into a week of clips.