open source models

“It is costing an order of magnitude more to train, and that's why I don't think open source models will be viable because of the training costs.”

“I don't think that startups by default are probably going to use these. A lot of people don't have the skill set to boot these things up and to create it from the ground up, even though it's open source.”

“It is costing an order of magnitude more to train, and that's why I don't think open source models will be viable because the training costs.”

“Every entrepreneur in my portfolio is like swapping out open source models for everything. And of course you would. Right. Cause that's your margin.”

“We're also seeing founders that are running massive agentic stacks, and they're swapping out for open source models, like left, right, and sideways, because it's just like unsustainable for their margins. Like they just cannot pay these luxury prices.”

“And the open source models are less than two months behind.”

“If Android represents all open source models, open weights, et cetera, iOS represents frontier labs. I feel like we're going to head down a path with a similar breakdown in the U S and globally. We're like three quarters of the world are going to choose open s…”