Patel: Open-source AI is dying as Chinese labs shift to licensing
Dylan Patel · SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea · Jul 19, 2026 · at 21:12
Dylan Patel, chief analyst at SemiAnalysis, explains changing licensing trends among Chinese AI labs during an interview with Molly O'Shea at the RAISE Summit.
0:00 / 0:12exact quote · 12.7s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“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.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Dylan Patel
Patel: Strict token budgeting is a 'loser mentality' that stalls productivity
“I love token maxing. I think anyone who doesn't token max is going to get left behind. I think all this token budgeting stuff is, is loser mentality. If you're token budgeting hardcore, then your people are not going to learn the new workflows and then they're…”
Patel: EU countries block French data centers to protect nuclear power
“Paris is you know, they have all this spare power. One of the funny things is like, they're like, oh, okay, let's build a bunch of data centers. But then Spain, Italy, Belgium the Netherlands and Germany All freaked out because it's like, oh wait, all this spa…”
Patel: Nvidia B200 and B300 server pricing increased prior to production
“I think you've already seen server pricing go up like B 200, B 300 that you're buying now versus last year. The price is significantly higher. We've seen next generation hardware receive price increases before they've even started production. Like, here was th…”