open source

8 statements across 6 episodes · 3 bullish · 3 bearish · 3 people on the record · first statement Jul 26, 2024 by Dave Morin · across every show →

Everything said about open source, oldest first

Jul 26, 2024 negative
Opinion
Dave Morin: Meta Cannot Be Taken Seriously as an Open-Source Advocate
“I think it's very hard to take meta seriously when they talk about open source, because they are a highly centralized system. That controls the rents that get paid to every single player in their ecosystem. And so when Meta says something like, we really belie…”
Dave Morin Jul 26, 2024 ▶ 26:27 #57: Zuckerberg’s Open Source AI Manifesto · More or Less Podcast
Jul 26, 2024 bullish
Insight
Sam Lessin: Meta's Ad Business Is Uniquely Aligned With Open-Source AI
“Meta's business strategy and open source are highly aligned in a way that is not true for the companies that are hawking closed models.”
Sam Lessin Jul 26, 2024 ▶ 17:35 #57: Zuckerberg’s Open Source AI Manifesto · More or Less Podcast
Mar 6, 2026 neutral
Insight
Morin: AI players release open-source models as distribution when behind
“Partially in AI, I think you're doing open source if you're behind, right? Like it's a distribution strategy.”
Dave Morin Mar 6, 2026 ▶ 45:13 Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative · More or Less Podcast
May 1, 2026 negative
Assertion Not checkable as stated
Dave Morin hears frontier AI labs are lobbying to federally ban open-source
“Well, what I'm actually hearing is that they're trying to make open source illegal at the federal level.”
Dave Morin May 1, 2026 ▶ 25:40 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
May 1, 2026 bearish
Prediction Open · timeframe May 2031
Dave Morin predicts open-source AI will always lag frontier proprietary models
“And so you have this thing where open source is also always going to be lagging the frontier. And so it's not going to be like a total replacement.”
Dave Morin May 1, 2026 ▶ 30:07 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
May 29, 2026 neutral
Prediction Not checkable as stated
AI reverse-engineering will make all software effectively open source
“I'm hearing that they can reverse engineer any software binary. And so like software is no longer open Closed source. All software will be open source going forward because you can just rip open any binary and reconstruct the software.”
Dave Morin May 29, 2026 ▶ 10:24 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Jun 19, 2026 bullish
Assertion Not checkable as stated
Jessica Lessin: Frontier AI models gained market share over open source
“I think you can look at the last several months and see the opposite pattern, which is that the frontier is actually gaining share.”
Jessica Lessin Jun 19, 2026 ▶ 25:32 SpaceX Hit $2.5 Trillion. Now Watch What Elon Buys Next. · More or Less Podcast
Jul 17, 2026 bullish
Prediction Not checkable as stated
Sam Lessin: Massive AI pricing pressure coming; open source captures volume
“Obviously, there's gonna be massive pricing pressure on multiplying big numbers, and I totally agree with Dave. I've been saying this, I think, as long as anyone, I think we all have, which is like, you're just multiplying big numbers. Open source has caught u…”
Sam Lessin Jul 17, 2026 ▶ 9:06 Open Source AI Wins. Now Labs Are Running to Washington |Thinking Machines, Johnny Ive, Realtime API · More or Less Podcast
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