open source

19 statements across 17 episodes · 10 bullish · 7 bearish · 17 people on the record · first statement Dec 5, 2023 by Dylan Patel · across every show →

Everything said about open source, oldest first

Dec 5, 2023 negative
Assertion Not checkable as stated
Patel: No open-source model is currently close to GPT-3.5
“And like, there's nothing open source that is anywhere close to 3.5 yet.”
Dylan Patel Dec 5, 2023 ▶ 31:33 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Jan 2, 2024 positive
Insight
Doshi: Teams building bespoke tools signals an opportunity for valuable infra startups
“Like when people are building out tools because the existing open source stuff doesn't work and everyone's doing their own bespoke thing, you know, there's a valuable company to be formed.”
Suhail Doshi Jan 2, 2024 ▶ 1:03:50 The AI-First Graphics Editor - with Suhail Doshi of Playground AI
Jan 11, 2024 bearish
Opinion
Lambert: Open-source claims of ChatGPT-level performance are overblown
“I think the claims of ChatGPT level are long overblown in most of the things in open source.”
Nathan Lambert Jan 11, 2024 ▶ 30:44 The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
Jan 11, 2024 bullish
Prediction Not checkable as stated
Lambert: Open source will learn to train models on arbitrary preference data
“I really think people in open source and academics are going to figure out how to use any preference data on any model just because they're scrappy.”
Nathan Lambert Jan 11, 2024 ▶ 47:48 The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
Feb 7, 2024 bullish
Prediction Not checkable as stated
Hsu: Open-source AI infrastructure and tooling is going to win
“We think the open source movement in AI, especially when it comes to all the supporting infrastructure, is going to win.”
David Hsu Feb 7, 2024 ▶ 23:34 The State of AI in production — with David Hsu of Retool
Feb 8, 2024 positive
Disclosure
Prakash: Together AI keeps its inference stack proprietary for competitive advantage
“I think on the inference stack, there are open source inference stacks which are pretty good, and it gives us, you know, definitely today it gives us a competitive advantage to have the best one, and So we're not sort of rushing out to release everything about…”
Vipul Ved Prakash Feb 8, 2024 ▶ 35:40 Building an open AI company - with Ce and Vipul of Together AI
Aug 22, 2024 neutral
Assertion Contradicted
Pullen: Most scraped open-source data consists of README and documentation updates
“When you scrape enough of it, most of open source is updating readmes and docs.”
Alistair Pullen Aug 22, 2024 ▶ 19:17 Is finetuning GPT4o worth it?
Oct 18, 2024 positive
What-if
Drew Houston: Massive AI price-performance gains wouldn't happen without open source
“You've seen like the price performance of these models improve 10 or a hundred X year over year, which is, it's sort of like many Moore's laws compounded together. For a bunch of reasons. Like, that wouldn't have happened without open source, right?”
Drew Houston Oct 18, 2024 ▶ 49:38 Building the Silicon Brain - Drew Houston of Dropbox
Feb 11, 2025 bullish
Prediction Not checkable as stated
Bret Taylor: Open source will broadly win in AI developer tooling
“Nowadays the tools are changing so rapidly that I'm like not totally skeptical of tool makers, but I just think that open source will broadly win.”
Bret Taylor Feb 11, 2025 ▶ 25:36 The AI Architect: Bret Taylor
Apr 29, 2025 positive
Insight
Jin: Open source needs a standard to scale RL environments
“And so, like, there just needs to be some kind of, like, standard for open source developers to all, like, work together to, like, build up this, you know, to scale environments up to, like, millions and millions of environments.”
Roger Jin Apr 29, 2025 ▶ 8:03 What is an RL environment? w/ Nous Research's Roger Jin
May 9, 2025 negative
Assertion Not checkable as stated
No open-source model currently matches OpenAI's general agent capabilities
“There really isn't currently an open source model that behaves in the way that these models do. We have things like R-one, which are great at kind of the single-term math and code reasoning problems. But they are not in the general purpose agents world yet.”
Will Brown May 9, 2025 ▶ 0:38 ⚡️Open Questions in Agentic RL — Will Brown (Prime Intellect)
Aug 4, 2025 negative
Disclosure
Ermon: Inception Labs has no plans to open-source models
“So we don't have a plan at the moment to release models or to open source any model.”
Stefano Ermon Aug 4, 2025 ▶ 20:51 ⚡️Mercury: Ultra-Fast Diffusion LLMs — Estefano Ermon, CEO Inception Labs
Aug 5, 2025 positive
Insight
Open source excels at core architectures needing hundreds of long-tail integrations.
“The stuff that has like, there's a core. And once you put the core, there's like a hundred integrations to do. That's where open source really shines. And there's a lot of that in open code. That's why we made it open source.”
Dax Reed Aug 5, 2025 ▶ 26:58 ⚡️OpenCode: Claude Code but Open Source, with Any Model, and frontier TUI - with Dax Reed (@thdxr)
Aug 5, 2025 negative
Insight
Dax Reed argues open-source products are usually worse due to committee design.
“We don't think a product is good because it's open source. Usually a product is bad because it's open source. It tends to be like designed by committee and like just a smash of like a bunch of different competing priorities.”
Dax Reed Aug 5, 2025 ▶ 26:21 ⚡️OpenCode: Claude Code but Open Source, with Any Model, and frontier TUI - with Dax Reed (@thdxr)
Aug 6, 2025 positive
Assertion Not checkable as stated
Fanelli: Image and video generation is much more open-source driven than language
“FAL especially has done amazing because media is still very open source driven when it comes to image and video generation. In a way, the language is not as much.”
Alessio Fanelli Aug 6, 2025 ▶ 11:44 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Oct 11, 2025 negative
Assertion Not checkable as stated
Lenz: No open-source infrastructure can train very large models
“And we're using our own infrastructure to train our models. There still isn't an open source infrastructure that I could say, use this to train your very, very large model.”
Barak Lenz Oct 11, 2025 ▶ 20:10 Building Jamba 3B: the tiny Hybrid Transformer State Space Reasoning Model - Barak Lenz, CTO of AI21
Nov 3, 2025 neutral
Prediction Not checkable as stated
AI labs will increasingly co-design models alongside proprietary custom inference ASICs
“I definitely think things are moving towards you design a model. It's sized the way that fits well on hardware that you can design. You immediately start creating an inference hardware that is custom made to fit the sizes of your model. And then you can also s…”
Quentin Anthony Nov 3, 2025 ▶ 23:02 How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
Dec 16, 2025 bearish
Opinion
Pliny: Locking down proprietary models fails because attackers switch to open source
“I think that any, you know, seasoned attacker is going to very quickly just switch models and with open source, just right on the tail of closed source. I don't really see the safety fight as being about locking down the latent space for XYZ area.”
Pliny the Liberator Dec 16, 2025 ▶ 5:55 ⚡️Jailbreaking AGI: Pliny the Liberator & John V on Red Teaming, BT6, and the Future of AI Security
Jun 24, 2026 positive
Insight
Zaharia: Software with integration network effects should be open source
“One, so, I mean, one of the reasons to open source something is if you think it's a layer that will actually, there'll be some network effect. It'll benefit from many people collaborating on it.”
Matei Zaharia Jun 24, 2026 ▶ 11:20 The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
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