open source
8 statements across 6 episodes · 6 bullish · 2 bearish · 5 people on the record · first statement Jan 25, 2024 by Bill Gurley · across every show →
Everything said about open source, oldest first
Jan 25, 2024 negative
Jan 25, 2024 negative
Apr 29, 2024 bullish
Jul 25, 2024 positive
Oct 13, 2024 positive
Jul 31, 2025 positive
Jul 31, 2025 bullish
Jun 11, 2026 bullish
Baker: Open-Source AI Growth Directly Benefits Hardware and Compute Providers
“It's actually really bullish for compute and hardware, because if the frontier models are capturing less of the margin, then you're gonna spend more on compute. So the better open source does, the better it is for compute providers.”