Brad Gerstner

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.

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.

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.

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.

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.

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.

He says no.

He says no.