Hugging Face

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 7, 2024 by Bill Gurley · said 10 times in 7 episodes since 2024 · across every show →

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brought up most by Bill Gurley (8), Michael Dell (1), Brad Gerstner (1)

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Everything said about Hugging Face, oldest first

Mar 7, 2024 neutral
Assertion Not checkable as stated
Gurley: Tesla uses generic open-source AI models for FSD V12
“And these AI models that Tesla's used for FSD-II are these generic open source AI models that you can find on hugging face, you know, and they obviously customize them.”
Bill Gurley Mar 7, 2024 ▶ 10:55 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Feb 5, 2025 positive
Assertion Partly supported
Gurley: DeepSeek-R1 spawned 1,300 Hugging Face variants within days
“48 hours after R one was posted, they had 500 variants on Hugging Face. And today I pinged them this morning before we started, they're up to 1300.”
Bill Gurley Feb 5, 2025 ▶ 16:51 DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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