open source models

also referred to as: open source model

14 statements across 11 episodes · 6 bullish · 4 bearish · 8 people on the record · first statement Feb 9, 2024 by David Sacks · across every show →

Everything said about open source models, oldest first

Feb 9, 2024 positive
Assertion Not checkable as stated
Sachs: OpenAI is six months ahead of open-source models
“Most of the tests show that open AI is still ahead of the open source models, and I think even people in the open source movement will tell you that open AI is, call it six months ahead.”
David Sacks Feb 9, 2024 ▶ 50:02 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
Oct 31, 2025 positive
Opinion
Musk says the best open-source AI models are currently from China
“The best open source models are generally from China.”
Elon Musk Oct 31, 2025 ▶ 50:34 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Jan 21, 2026 bullish
Prediction Held up
Nadella: Open-source AI models will reach frontier-class capabilities
“They're definitely going to be frontier models that are closed source. You know, they're going to be open source models that are going to be frontier class.”
Satya Nadella Jan 21, 2026 ▶ 23:30 Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
Jan 23, 2026
Assertion Not checkable as stated
Feldman: China has pushed ahead in open-source AI models
“I think on the other side, I think they have pushed ahead in the open model category. The open source model is an area where they've pushed ahead.”
Andrew Feldman Jan 23, 2026 ▶ 1:06:06 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Mar 13, 2026 bullish
Disclosure
Calacanis: Open source AI models account for 85% of token usage
“All of these open source models, we started running them, picking up about 85% of our tokens right now.”
Jason Calacanis Mar 13, 2026 ▶ 1:05:19 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Apr 10, 2026 neutral
Assertion Not checkable as stated
Gerstner: Big companies run 65-70% of AI tokens on open source
“I've talked to a lot of big companies, 65 to 70% of their token consumption is open source model, right?”
Brad Gerstner Apr 10, 2026 ▶ 46:55 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
May 29, 2026 negative
Prediction Held up
Sacks predicts Washington regulatory push will eventually ban open-source AI
“In terms of the red capture agenda that you're seeing in Washington, I think where it's all leading to is an effort to ban open source models or open weight models.”
David Sacks May 29, 2026 ▶ 49:48 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
Jun 27, 2026 positive
Insight
Gavin Baker: Open-source AI shifts economic value to infrastructure providers
“They're awesome for the AI infrastructure providers. They just shift economic value from the margins of the frontier labs to the infrastructure.”
Gavin Baker Jun 27, 2026 ▶ 49:44 Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
Jul 10, 2026
Insight
Feldman: Enterprises are shifting from unconstrained token access to cost-optimized AI usage
“I think at first people opened up and said, everybody, as much tokens as you want. And in enterprises, there's no open loop. We don't give sort of any resource unconstrained to people. And now we're jumping on and saying, whoa, all right, these guys should hav…”
Andrew Feldman Jul 10, 2026 ▶ 5:52 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 24, 2026 neutral
Assertion Supported
Sacks: White House has made no decision to ban open-source AI
“Well, look, I mean, I have it on good authority that there is no decision by the white house to ban open source models.”
David Sacks Jul 24, 2026 ▶ 3:04 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Jul 24, 2026 bearish
Prediction Open · timeframe Jul 2031
Sacks: AI safety rhetoric is leading toward a push to ban open-source models
“I think where it's all leading to is an effort to ban open source models.”
David Sacks Jul 24, 2026 ▶ 2:05 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Jul 24, 2026 negative
Assertion Partly supported
Sacks: Anthropic's blog posts systematically target open-source AI models
“You see this rhetoric already in Anthropix blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models.”
David Sacks Jul 24, 2026 ▶ 2:20 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Aug 21, 2026 negative
Assertion Supported
Chamath: Anthropic and OpenAI obfuscate thinking tokens unlike open-source models
“If you just compare open source models Versus the closed frontier models. There is no way for us to understand what the thinking tokens are, meaning you give it a prompt, you get back something, but all the stuff in the middle is obfuscated. Clot obfuscates it…”
Chamath Palihapitiya Aug 21, 2026 ▶ 10:42 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
Aug 21, 2026 bullish
Assertion Not checkable as stated
Chamath: Closed AI models decay in harnesses while open-source models improve
“When you take a closed source model, it does really well on a benchmark. When you wrap it in its own harness, it decays in capability. When you take an open source model, And you use any other open source model, it improves in capability.”
Chamath Palihapitiya Aug 21, 2026 ▶ 28:47 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
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