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Brad Gerstner

πŸ‘€ Speaker
2921 total appearances

Appearances Over Time

Podcast Appearances

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

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.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

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.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

I think they have an announcement coming up in a few weeks of their next model. I don't think Anthropica would do it. They've been so anti-open source, it would be very out of character for them. But it will be interesting to see what happens on this front. And that leads us up to OpenAI making an announcement, which I'll let you describe.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

I think they have an announcement coming up in a few weeks of their next model. I don't think Anthropica would do it. They've been so anti-open source, it would be very out of character for them. But it will be interesting to see what happens on this front. And that leads us up to OpenAI making an announcement, which I'll let you describe.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

I think they have an announcement coming up in a few weeks of their next model. I don't think Anthropica would do it. They've been so anti-open source, it would be very out of character for them. But it will be interesting to see what happens on this front. And that leads us up to OpenAI making an announcement, which I'll let you describe.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

He says no.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

He says no.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

He says no.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And by the way, just hold your thought. So in case people don't know, openness is a continuum. It's not black or white. And that's true of all the open source technologies. In the open source model world, some of the players, most notably Meta with Lama, have a usage restriction issue. against the free use of the model at $700 million. And that's what you were referring to.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And by the way, just hold your thought. So in case people don't know, openness is a continuum. It's not black or white. And that's true of all the open source technologies. In the open source model world, some of the players, most notably Meta with Lama, have a usage restriction issue. against the free use of the model at $700 million. And that's what you were referring to.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And by the way, just hold your thought. So in case people don't know, openness is a continuum. It's not black or white. And that's true of all the open source technologies. In the open source model world, some of the players, most notably Meta with Lama, have a usage restriction issue. against the free use of the model at $700 million. And that's what you were referring to.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And so at least in a tweet, Sam suggested they won't have that in theirs. So back to you.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And so at least in a tweet, Sam suggested they won't have that in theirs. So back to you.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And so at least in a tweet, Sam suggested they won't have that in theirs. So back to you.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And you bring up an important point, which is, you know, you don't... You don't have to be... Let's say something does happen to limit deep seek usage. Whoever's going to jump in to try and lead the open source movement in the West, if they want to be a global player, they don't just have to get left of everyone else in the West. They still have to compete with deep seek on a global basis.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And you bring up an important point, which is, you know, you don't... You don't have to be... Let's say something does happen to limit deep seek usage. Whoever's going to jump in to try and lead the open source movement in the West, if they want to be a global player, they don't just have to get left of everyone else in the West. They still have to compete with deep seek on a global basis.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And you bring up an important point, which is, you know, you don't... You don't have to be... Let's say something does happen to limit deep seek usage. Whoever's going to jump in to try and lead the open source movement in the West, if they want to be a global player, they don't just have to get left of everyone else in the West. They still have to compete with deep seek on a global basis.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And I don't think... You know, it'll be interesting to watch. I'm very, very curious how this plays out. I've already asked Clement, hugging face, if maybe he will create a continuum so we can rank all these different models from an openness perspective, because there's so many different facets by which you could be open or not. Actually, I had one more thing.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And I don't think... You know, it'll be interesting to watch. I'm very, very curious how this plays out. I've already asked Clement, hugging face, if maybe he will create a continuum so we can rank all these different models from an openness perspective, because there's so many different facets by which you could be open or not. Actually, I had one more thing.

BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

And I don't think... You know, it'll be interesting to watch. I'm very, very curious how this plays out. I've already asked Clement, hugging face, if maybe he will create a continuum so we can rank all these different models from an openness perspective, because there's so many different facets by which you could be open or not. Actually, I had one more thing.