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open source models

also referred to as: open source model

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement May 14, 2023 by Varun Mayya · across every show →

Everything said about open source models, oldest first

May 14, 2023 bearish
Opinion
Mayya: Proprietary AI models have no defensible moat against open source
“You can, you don't need, like, there's no moat. There's no moat. Like, and I'm telling you all these open source models are just there. You can go download them anytime you want.”
Varun Mayya May 14, 2023 ▶ 54:37 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
Mar 23, 2025
Insight
Srinivas: Open-source model releases force AI labs to lower API prices
“Every three months or something like there's a new open source model out there and then that forces them auto labs to lower the prices because then nobody's going to use their APIs.”
Aravind Srinivas Mar 23, 2025 ▶ 1:17:27 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Jul 16, 2026 neutral
Assertion Supported
Armstrong: Open source AI models are six months behind and 99% cheaper
“You know, the open source models are really like six months behind and they're like 99% cheaper or more sometimes for inference.”
Brian Armstrong Jul 16, 2026 ▶ 1:29:37 Brian Armstrong: Bitcoin, Banks & The New Rules Of Money | Nikhil Kamath | People by WTF · Nikhil Kamath
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