StarZero All shows Try the podcast clipper →

open source models

3 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Apr 4, 2024 by Brad Gerstner · across every show →

Everything said about open source models, oldest first

Apr 4, 2024 bearish
Insight
Gerstner: Open Source Will Rapidly Commoditize Non-Frontier AI Models
“Apart from the people who are on the very frontier, if you're on the frontier and you have something totally different, it seems to me that that's a place where that is defensible. But if you're not on the frontier, man, it seems that these are going to be rea…”
Brad Gerstner Apr 4, 2024 ▶ 18:58 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Jan 11, 2025 bullish
Prediction Not checkable as stated
Gerstner: Significantly more AI companies will open-source models in 2025
“I think you're going to see in 20, 25, a lot more companies open source more of their models.”
Brad Gerstner Jan 11, 2025 ▶ 1:01:53 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 11, 2026 bullish
Prediction Not checkable as stated
Baker: Frontier AI Will Capture Most Revenue While Open Source Drives Token Volume
“The majority of economic value may continue to accrue to the frontier, and man has it ever accrued to the frontier thus far, and for sure the first six months this year, but the majority of tokens consumed in the world may be open source.”
Gavin Baker Jun 11, 2026 ▶ 42:45 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 40 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more