Brad Gerstner

If they get in a position where they feel like they're behind the eight balls, so they're not in a leadership position, they will embrace open source as an attempt to level the playing field. And a great example is Kubernetes. So Amazon took this huge lead with AWS in the hosted server business. Everyone was afraid of that.

Google had a piece of technology called Kubernetes that was orchestration that would allow you to move a workload if that became a standard from one large server vendor to another, right? It basically created ease of distribution so you could run on multiple clouds.

Google had a piece of technology called Kubernetes that was orchestration that would allow you to move a workload if that became a standard from one large server vendor to another, right? It basically created ease of distribution so you could run on multiple clouds.

Google had a piece of technology called Kubernetes that was orchestration that would allow you to move a workload if that became a standard from one large server vendor to another, right? It basically created ease of distribution so you could run on multiple clouds.

They went to the Linux Foundation, they recruited IBM, a whole bunch of other people, got everyone behind it, and it gained so much momentum that Amazon had to embrace Kubernetes. So it worked, and we don't have a monopolist in that cloud business right now. Perhaps because of that deft move made by Google. But they did it with Android against Apple, being notable.

They went to the Linux Foundation, they recruited IBM, a whole bunch of other people, got everyone behind it, and it gained so much momentum that Amazon had to embrace Kubernetes. So it worked, and we don't have a monopolist in that cloud business right now. Perhaps because of that deft move made by Google. But they did it with Android against Apple, being notable.

They went to the Linux Foundation, they recruited IBM, a whole bunch of other people, got everyone behind it, and it gained so much momentum that Amazon had to embrace Kubernetes. So it worked, and we don't have a monopolist in that cloud business right now. Perhaps because of that deft move made by Google. But they did it with Android against Apple, being notable.

And Meta did it with Llama here, right? They came to the table. They weren't first to the table in the iSpace, but they were disruptive with open source. One other thing I would point out about that type of move and attention, in addition to saying it's defensive, I think it's great for consumers. Like if you study economics and economics,

And Meta did it with Llama here, right? They came to the table. They weren't first to the table in the iSpace, but they were disruptive with open source. One other thing I would point out about that type of move and attention, in addition to saying it's defensive, I think it's great for consumers. Like if you study economics and economics,

And Meta did it with Llama here, right? They came to the table. They weren't first to the table in the iSpace, but they were disruptive with open source. One other thing I would point out about that type of move and attention, in addition to saying it's defensive, I think it's great for consumers. Like if you study economics and economics,

business school, you know, there's this notion of pure competition, like where, where do you have the most fluid competition, which leads to the lowest prices for a consumer. And certainly open source does that versus proprietary code. Like it's just hyper competitive and that's why it's disruptive. And that's why people use it in this way. So that's a huge backdrop to where we are today.

business school, you know, there's this notion of pure competition, like where, where do you have the most fluid competition, which leads to the lowest prices for a consumer. And certainly open source does that versus proprietary code. Like it's just hyper competitive and that's why it's disruptive. And that's why people use it in this way. So that's a huge backdrop to where we are today.

business school, you know, there's this notion of pure competition, like where, where do you have the most fluid competition, which leads to the lowest prices for a consumer. And certainly open source does that versus proprietary code. Like it's just hyper competitive and that's why it's disruptive. And that's why people use it in this way. So that's a huge backdrop to where we are today.

I believe DeepSeek has been remarkably successful in the enterprise. And it's hosted by AWS. It's hosted by Google. It's being used around the world. I've heard from Hugging Face that it's been forked over 1,500 times on their site. And so it's prolific. I'm beginning to hear concerns that DC may take action to limit the use of deep seek.

I believe DeepSeek has been remarkably successful in the enterprise. And it's hosted by AWS. It's hosted by Google. It's being used around the world. I've heard from Hugging Face that it's been forked over 1,500 times on their site. And so it's prolific. I'm beginning to hear concerns that DC may take action to limit the use of deep seek.

I believe DeepSeek has been remarkably successful in the enterprise. And it's hosted by AWS. It's hosted by Google. It's being used around the world. I've heard from Hugging Face that it's been forked over 1,500 times on their site. And so it's prolific. I'm beginning to hear concerns that DC may take action to limit the use of deep seek.

I think it's safe to say both of those things are happening. There's people that are Really concerned about China technology getting underneath our products. Whether or not this particular code could be bad or not, they just might have that default. And then I think there are people that are lobbying because it would benefit their company.

I think it's safe to say both of those things are happening. There's people that are Really concerned about China technology getting underneath our products. Whether or not this particular code could be bad or not, they just might have that default. And then I think there are people that are lobbying because it would benefit their company.

I think it's safe to say both of those things are happening. There's people that are Really concerned about China technology getting underneath our products. Whether or not this particular code could be bad or not, they just might have that default. And then I think there are people that are lobbying because it would benefit their company.

Either way, if that gets traction, you have a window in the U.S. right now where someone might move to go left of deep seek in terms of openness on one of their models, either an offensive or defensive move. And I think it's a short window. And so it'll be very interesting from my point of view to see whether Google does that or Meta.