open source

“Cause you'll see the case of iteration at open source is going to eclipse close source.”

“Some people have said it's six months from state of the art. I think it's more like a year away from the state of the art, but these models, those models that keep coming out are getting better and better and better.”

“Because I do think models in general will become commoditized over time, in particular because of the open source growth and adoption.”

“And so I think the same thing will happen with the model providers, where it's like, if you look at Opus 4.7 and 5.5, Opus 4.7 is three times more expensive than 5.5, but it's, you know, 10 or 20% more performant. But like, these are going to cause pressure on…”

“What we've seen is actually every different model is good at something different. And so with the initial results we saw, Anthropics models are quite strong, but there's areas where a 5.5 is better. There's some areas where open source is better.”

“The theme here is that all, like, there's multiple Chinese model labs who are telling all the inference guys, hey, yeah, yeah, our next model's not gonna be open source, we're gonna license it to you. So open is, is dying quickly, unfortunately.”