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
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 …”
Jul 28, 2026 bullish
Aug 4, 2026 bullish
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…”