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
Opinion
Gurley: OpenAI used to be open-source and is now attacking it
“OpenAI that clearly is a closed model, and we have, we... And used to be open source. Right. And is now attacking open source.”
Bill Gurley Jan 25, 2024 ▶ 22:43 BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
Jan 25, 2024 negative
Assertion Partly supported
Gurley: Major LLM players are lobbying regulators to disable open source
“Some of the larger LLM players have literally attacked open source directly and are telling, you know, regulators to try and disable it.”
Bill Gurley Jan 25, 2024 ▶ 20:53 BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
Apr 29, 2024 bullish
Assertion Contradicted
Madra: 82% of enterprises use or plan to use open-source AI
“82% of the respondents said they are either already on open source or will move to open source.”
Sundeep Madra Apr 29, 2024 ▶ 21:54 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jul 25, 2024 positive
Insight
Gurley: Tech giants use open source defensively to neutralize rivals
“Something happened over the past, I'd say 15 years where some of the smartest companies in Silicon Valley have developed a new strategic play where they use open source as a defensive weapon rather than as an offensive weapon.”
Bill Gurley Jul 25, 2024 ▶ 29:04 Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 13, 2024 positive
Insight
Huang: AI should embrace both open and closed source models
“It is, I believe wrong-minded to be closed versus open. It should be closed and open.”
Jensen Huang Oct 13, 2024 ▶ 1:13:49 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jul 31, 2025 positive
Insight
Gurley: Big Tech uses open-source defensively to commoditize potential platform threats
“If you're not, if you, if you're not confident, you're going to win on offense, you want to play defense. And so for any large tech company, commoditizing a potential threat Is, is actually quite valuable.”
Bill Gurley Jul 31, 2025 ▶ 17:47 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Jul 31, 2025 bullish
Prediction Held up
Gerstner: Meta will stay committed to open source alongside proprietary models
“My hunch is that they're going to stay very committed to open source, but they may compliment it with a proprietary model. That would be my guess. As opposed to scrapping open source altogether.”
Brad Gerstner Jul 31, 2025 ▶ 22:33 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Jun 11, 2026 bullish
Insight
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.”
Gavin Baker Jun 11, 2026 ▶ 53:55 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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