Prediction Didn’t hold up AI assessment confidence: 95% certainty 3/5 debate potential 3/5

Madra: US open-source AI will hit the global top three by 2026

Sunny Madra · China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod · Jul 31, 2025 · at 16:35

Sonny Madra discusses open-source AI momentum, pointing to upcoming open releases from Meta and OpenAI.

0:00 / 0:10exact quote · 10.6s
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“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 →

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