Brad Gerstner

He says no.

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.

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.

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.

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

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

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

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.

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.

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.

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.

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.

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.

Since you're involved at OpenAI, you can correct me if I'm wrong, but you have been saying for, I would say, a couple quarters now that the real opportunity for OpenAI is on the product side versus the model side, which hints at being more of a consumer product than, say, the enterprise APIs business that they've also been in.

Since you're involved at OpenAI, you can correct me if I'm wrong, but you have been saying for, I would say, a couple quarters now that the real opportunity for OpenAI is on the product side versus the model side, which hints at being more of a consumer product than, say, the enterprise APIs business that they've also been in.

Since you're involved at OpenAI, you can correct me if I'm wrong, but you have been saying for, I would say, a couple quarters now that the real opportunity for OpenAI is on the product side versus the model side, which hints at being more of a consumer product than, say, the enterprise APIs business that they've also been in.

If they think that also, and I'm not involved, so this is a conjecture on my part, being more open with your model is a really deft move because it will put more pressure on other players to try and keep up. It will allow your model to have more pervasive usage globally. And you talked about running out of compute.

If they think that also, and I'm not involved, so this is a conjecture on my part, being more open with your model is a really deft move because it will put more pressure on other players to try and keep up. It will allow your model to have more pervasive usage globally. And you talked about running out of compute.

If they think that also, and I'm not involved, so this is a conjecture on my part, being more open with your model is a really deft move because it will put more pressure on other players to try and keep up. It will allow your model to have more pervasive usage globally. And you talked about running out of compute.

The minute you put that model out where other people can download it, they're doing that on their servers, not on yours. And so I just think it's a very clever move for the same reason Google would have supported Kubernetes. You're kind of... wiping out the business opportunity for other models to play on the API side if you make yours open, which helps protect the competitive flank.