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
Oct 31, 2025 positive
Jan 21, 2026 bullish
Jan 23, 2026
Mar 13, 2026 bullish
Apr 10, 2026 neutral
May 29, 2026 negative
Jun 27, 2026 positive
Jul 10, 2026
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…”
Jul 24, 2026 neutral
Jul 24, 2026 bearish
Jul 24, 2026 negative
Aug 21, 2026 negative
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…”
Aug 21, 2026 bullish
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.”