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open source AI

also referred to as: open-source ai

3 statements across 3 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Mar 7, 2024 by Bill Gurley · across every show →

Everything said about open source AI, oldest first

Mar 7, 2024 bullish
Prediction Not checkable as stated
Gurley: Banning open-source AI would cause the US to lose to China
“The one thing that would cause us to get way behind China is if we played without open source and they had it like us.”
Bill Gurley Mar 7, 2024 ▶ 47:28 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Nov 27, 2024 negative
Assertion Contradicted
Gurley: Anthropic and Eric Schmidt Pushed to Restrict Open-Source AI
“Anthropic and their investors like Eric Schmidt have been some of the people that have been encouraging, you know, more and more AI oversight and AI regulation and trying to make it such that open source AI would not be legal.”
Bill Gurley Nov 27, 2024 ▶ 28:49 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
Aug 28, 2025 bullish
Insight
Gurley: Open-Source AI Fuels Faster Hyper-Competition by Co-Training Models
“You just have a much more natural environment to have this kind of hyper competition that we talked about in EVs or solar, like having that many open source providers gives you that. I would say even maybe more because of the way the models can help one anothe…”
Bill Gurley Aug 28, 2025 ▶ 51:28 China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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