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open source models

also referred to as: open source model

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jun 9, 2026 by Alex Sacerdote · across every show →

Everything said about open source models, oldest first

Jun 9, 2026 neutral
Prediction Not checkable as stated
Sacerdote: Stalled Frontier AI Models Will Spark Race to the Bottom
“In AI, if Anthropix sort of hits a wall and stops improving, or open AI, then the open source models will catch up. And then it might be a race to the bottom, and it might be, you know, it won't be good for the stocks, probably. It could be good for the chip c…”
Alex Sacerdote Jun 9, 2026 ▶ 1:01:46 Why the AI Boom Is Just Getting Started · Invest Like The Best
Jul 28, 2026 positive
Prediction Not checkable as stated
Altman: Open-source AI models will maintain an important global role
“And there will be clearly an important place for open source models in the world and people that will want their own weights for all sorts of reason, the ability to modify those.”
Sam Altman Jul 28, 2026 ▶ 12:18 Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best
Aug 4, 2026 bullish
Insight
Baker: Model routing cuts costs via margins without reducing compute demand
“You can, in a lot of cases, get slightly better outcomes at half the cost. But again, that half the cost, I think a lot of people hear that, they're like, that's bad for AI demand. It's actually not at all because the cost the user pays has, you know, is just …”
Gavin Baker Aug 4, 2026 ▶ 30:38 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
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