Chinese open-source models

also referred to as: chinese open source models

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 31, 2025 by Sunny Madra · across every show →

Everything said about Chinese open-source models, oldest first

Jul 31, 2025 positive
Assertion Supported
Madra: Chinese open-source AI offers 90% of top quality at 90% discount
“One of the things that you see with the leading open source models now, which are the Chinese is 90% of the quality in terms of intelligence, but at a 90% price discount.”
Sunny Madra Jul 31, 2025 ▶ 14:59 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Jul 31, 2025 bullish
Prediction Not checkable as stated
Madra: Enterprise usage will shift back to US models if OpenAI open-sources
“With OpenAI's release and, you know, Meta charges back, or even if some of these startups emerge that, you know, we can point at, I think we'll see a huge shift back towards those models versus, versus the Chinese ones.”
Sunny Madra Jul 31, 2025 ▶ 21:47 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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