open source

4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Jun 3, 2026 by Dara Khosrowshahi · across every show →

Everything said about open source, oldest first

Jun 3, 2026 neutral
Disclosure
Khosrowshahi: Uber prototypes with frontier AI models but scales on open source
“We're using the more expensive models to explore. Hey, let's try a new interaction here. And obviously You know, the, these frontier models, whether it's a open AI model or a cloud model, they really are terrific. And they're great to experiment against. Once …”
Dara Khosrowshahi Jun 3, 2026 ▶ 20:10 Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
Jul 28, 2026 bullish
Disclosure
Altman: OpenAI aims to beat open source across the entire price-intelligence curve
“Our goal is to offer at every point along the, like, Pareto Optimal Frontier the best option for intelligence and price, and that includes open source.”
Sam Altman Jul 28, 2026 ▶ 11:52 Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best
Aug 4, 2026 bullish
Insight
Baker: Open Source AI Shifts Margins From Frontier Models to Infrastructure
“All open source taking share does is kind of take margin dollars Out of the, ah, frontier model layer, and effectively by, thereby, you know, there is elasticity, thereby driving token demand, you need more demand for compute, and the margins, you know, anthro…”
Gavin Baker Aug 4, 2026 ▶ 8:00 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
Aug 25, 2026 neutral
Opinion
Movva: Frontier AI labs pay huge premium for 3-6 month lead
“In a line, I would say the labs pay an immense premium to be three to six months ahead of everything else.”
Neil Movva Aug 25, 2026 ▶ 1:10:22 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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