Bill Gurley

Yeah, no, which I think is notable. Because remember, at the end of this month, we have Llamacon, which is the developer event for LLAMA. It's a big deal for Meta. The launch of LLAMA 4 has been rumored for a long time. And in fact, I think there are just a lot of people who are surprised they haven't released it. But it seems to everybody they're going to have to release it ahead of LLAMACON.

What I'm hearing, Bill, is that it'll be a 400 billion parameter model. It'll be a mixture of expert model using 50, 60, 70 experts. It's going to have huge context window, like 10 million context window, and it's going to launch this month. I think it's terrific that OpenAI has now fully committed.

What I'm hearing, Bill, is that it'll be a 400 billion parameter model. It'll be a mixture of expert model using 50, 60, 70 experts. It's going to have huge context window, like 10 million context window, and it's going to launch this month. I think it's terrific that OpenAI has now fully committed.

What I'm hearing, Bill, is that it'll be a 400 billion parameter model. It'll be a mixture of expert model using 50, 60, 70 experts. It's going to have huge context window, like 10 million context window, and it's going to launch this month. I think it's terrific that OpenAI has now fully committed.

Everybody on the team, Brockman, Kevin, et cetera, were all retweeting this, fully committed, and maybe even suggesting that this is going to be a more capable model and even more open. I think it's good that we have competition in the U.S. And when it comes to the administration and what Washington, D.C.

Everybody on the team, Brockman, Kevin, et cetera, were all retweeting this, fully committed, and maybe even suggesting that this is going to be a more capable model and even more open. I think it's good that we have competition in the U.S. And when it comes to the administration and what Washington, D.C.

Everybody on the team, Brockman, Kevin, et cetera, were all retweeting this, fully committed, and maybe even suggesting that this is going to be a more capable model and even more open. I think it's good that we have competition in the U.S. And when it comes to the administration and what Washington, D.C.

is going to do, my best sense is they do not want to see a Huawei DeepSeek Belt and Road either with chips or with open source models. They do not want to see the world run on DeepSeek on Huawei 910 chips. And so, you know, this gets back to the AI diffusion bill and how we're going to restrict these things. I think they would love to see the world continue to run on, you know, U.S. compute, U.S.

is going to do, my best sense is they do not want to see a Huawei DeepSeek Belt and Road either with chips or with open source models. They do not want to see the world run on DeepSeek on Huawei 910 chips. And so, you know, this gets back to the AI diffusion bill and how we're going to restrict these things. I think they would love to see the world continue to run on, you know, U.S. compute, U.S.

is going to do, my best sense is they do not want to see a Huawei DeepSeek Belt and Road either with chips or with open source models. They do not want to see the world run on DeepSeek on Huawei 910 chips. And so, you know, this gets back to the AI diffusion bill and how we're going to restrict these things. I think they would love to see the world continue to run on, you know, U.S. compute, U.S.

silicon, and they would love to see Lama and perhaps OpenAI's open source model around the world. They know it has a lot of distribution. So I think this was a really positive step forward on that.

silicon, and they would love to see Lama and perhaps OpenAI's open source model around the world. They know it has a lot of distribution. So I think this was a really positive step forward on that.

silicon, and they would love to see Lama and perhaps OpenAI's open source model around the world. They know it has a lot of distribution. So I think this was a really positive step forward on that.

Yeah, I think it makes sense on a bunch of fronts. On the first front, I think they want developers to develop on their platform and build applications for open AI. And so this brings them into the ecosystem. Number two, I think that they fundamentally have a view that they want to build... You know, they want to build products and applications that move humanity forward with AI.

Yeah, I think it makes sense on a bunch of fronts. On the first front, I think they want developers to develop on their platform and build applications for open AI. And so this brings them into the ecosystem. Number two, I think that they fundamentally have a view that they want to build... You know, they want to build products and applications that move humanity forward with AI.

Yeah, I think it makes sense on a bunch of fronts. On the first front, I think they want developers to develop on their platform and build applications for open AI. And so this brings them into the ecosystem. Number two, I think that they fundamentally have a view that they want to build... You know, they want to build products and applications that move humanity forward with AI.

And this is another way to do it at scale. You know, Sam has said publicly now, I've heard him several times, say that he thinks that models are commoditizing, they're anti-commodity. into the game. You know, they will continue to push the frontier.

And this is another way to do it at scale. You know, Sam has said publicly now, I've heard him several times, say that he thinks that models are commoditizing, they're anti-commodity. into the game. You know, they will continue to push the frontier.

And this is another way to do it at scale. You know, Sam has said publicly now, I've heard him several times, say that he thinks that models are commoditizing, they're anti-commodity. into the game. You know, they will continue to push the frontier.

So he thinks they'll have the best models, but that general intelligence, you know, that average level of intelligence is we already see is going to be widely distributed and that the battleground bill is really going to be fought around products and services. And I wouldn't say that they view themselves as an exclusively a consumer company, but