Anastasios Angelopoulos

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614 appearances 1 recordings 1 series first heard Aug 2026 last heard 3 Aug

Anastasios Angelopoulos’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena · 3 Aug 2026 podcast

So that's sort of the story of ARENA.

We're the central evaluation platform of AI.

Well, I think that the big question around this has started to rise because of open source models.

So I think if you were to only look at the closed source models, you would say there's acceleration, but it hasn't quite commoditized yet because that layer is still owned by a pretty small group of companies.

It would be an oligopoly if we only had the closed source models.

But what seems to be happening is that the open source models, especially from China, have really rapidly improved.

And for the first time ever, we saw a couple of weeks ago that Kimi K3 actually beat the best closed source American models on a pretty important subset of tasks, for example, front-end coding like web development.

which a huge fraction of developers are web developers.

No, it was a pretty big moment.

It was a pretty big moment.

And the reason I'd say it was a big moment is because it violates a narrative that has been persistent in the United States, which is that the Chinese are just distilling American models.

And that's the only way that they're able to keep up.

Really, what happened is that Kimmy actually beat all American models, including Fable, in some subset of tasks.

That doesn't mean that they're not distilling.

They may still be using distillation as a sub-step in their training procedure.

but it does mean that distillation is only part of the story and that there's something that those labs are doing above and beyond distillation that's bringing the performance up above what the american labs are currently doing and so that narrative violation has been hugely important to the way that people view the ecosystem both from the scientific dominance of americans and the american sort of hegemony of course americans love hegemony

to the economics of the whole thing.

And to your point, are these models a commodity or not?

Well, I think that you need to think about the incentives and economics behind it.

So first thing I'll say is that the open router metrics are not truly reflective of reality.

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