open source guys

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 7, 2026 by Brad Gerstner · across every show →

Everything said about open source guys, oldest first

Aug 7, 2026 bullish
Opinion
Gerstner: Open source captures token volume while frontier labs capture economics
“For the vast majority of use cases, I think token consumption is going up for the open source guys while share of economics is going up for the frontier labs.”
Brad Gerstner Aug 7, 2026 ▶ 20:18 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
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