“I think if we look at Q four this year or Q one next year, I'd be willing to say, you know, that a top three worldwide model will be a U S based open source model.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Sunny Madra
AssertionSupported
Madra: The three fastest AI inference companies are not NVIDIA
“The three fastest companies in inference right now are not Nvidia.”
Madra: NVIDIA's CUDA moat does not exist for inference workloads
“There is no
Tie into CUDA that's required to go faster.
That's required to get the models running, right?
Obviously none of the three companies run CUDA.
And so that moat doesn't exist around inference.”
Madra: Alibaba's 30-billion parameter Qwen model matches GPT-4o performance
“There was a release today of a Quen You know, thirty billion parameter model, which is performing as good as GPT-IV-O.”
Sunny MadraJul 31, 2025▶ 7:26China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
AssertionSupported
Madra: Chinese open-source AI offers 90% of top quality at 90% discount
“One of the things that you see with the leading open source models now, which are the Chinese is 90% of the quality in terms of intelligence, but at a 90% price discount.”
Sunny MadraJul 31, 2025▶ 14:59China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
PredictionNot checkable as stated
Madra: Enterprise usage will shift back to US models if OpenAI open-sources
“With OpenAI's release and, you know, Meta charges back, or even if some of these startups emerge that, you know, we can point at, I think we'll see a huge shift back towards those models versus, versus the Chinese ones.”
Sunny MadraJul 31, 2025▶ 21:47China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
PredictionHeld up
Madra predicts multi-agent systems will enable transactional AI within one year
“You can have a thousand agents working together.
You can have one that's making sure that the credit card charge is not too big.
You can have another one to make sure that the address is right.
You can have another one checking against your calendar.
And so al…”
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