open source

“You are going to get some revenue compression, right, by being open source versus not open source if you have the same number of users, right?”

“I think open source is, is fantastic. It's a great marketing channel. I don't think it's a great business model.”

“So in general, we won't acquire stuff that competes with existing open source, because that would be crazy, right?”

“The step one in any open source success story is ubiquity.”

“If a team knows what they're doing, then they tend to use open source and cobble it together themselves.”

“I firmly believe that, you know, open source has become the, I think, the dominant way to distribute, you know, software infrastructure, you know, whether it's you know, something like Kubernetes, or it's a database.”

“I firmly believe that open sourceness is actually less important in a cloud world than it was in the premise world.”

“So I just think Amazon, Microsoft, and Google are, like, absolutely, like, moving far, far away from the pack in terms of their ability to create infrastructure software. So I feel like from now on it's like their game to write our databases and our message qu…”

“I almost feel like open source is just being superseded by any software as a service, and what I mean by that is the following. It's like, as soon as you host something as a service, people don't seem to ask so much about open source, right?”

“History has shown that open source, when it comes to standardization at the platform side, wins.”

“GitHub is not an open source company. It's but it benefits from the halo of open source.”

“Open source is not known for being very good at maintenance. So things like the vulnerability database and things like that. They don't really work that well in most cases”

“The best way to monetize open source is open source as a service.”

“Any proprietary software company out there is ripe for disruption by an open source competitor.”

“So I think all, all roads lead to open source at the end of the day. No matter what you do or how much money you have, you cannot compete with the world's resources put together to do something. So some companies will have an edge for a bit, yes, but open sour…”

“What the open source really ends up doing as you know, a framework is taking down this very abstract problem of what it means to do safe AI development, right? Like it's a very abstract problem. It's almost an academic problem to some degree, and it takes that…”

“I think so. I think because it allows that level of innovation I just talked about, and I think also it gives people the ability to specialize these models to a particular task.”

“They estimated that the value of open source to companies right now is eight trillion dollars, right? And if companies would have to rebuild it themselves, that would three and a half times be that number.”

“I think the applications are so purpose built that the business logic behind them is so bespoke”

“Open source is actually heads of, closed source for most of the text applications today, especially when you have, like, a very specific, narrow use case.”

“I believe, gradually over time, enterprise software technology, at least infrastructure technology, wherever there are two things that are mostly the same, and one is open and one is not, the open is going to win over time.”

“So with open source, you have to hit two home runs. You have to build a project that developers love. And they deploy and they use and they love. And then you have the second home run, which you have to figure out a model to monetize it.”

“Two of the three models that we rely on in our day-to-day production stuff are open source.”

“All, all the clouds, Nebus, Corweave, every, every, every cloud has been, like, increasingly have, like, these crazy revenue curves that have this basically translation of people using more open source.”