Bret Taylor

few frontier model frontier models essentially built and financed by some of the hyperscalers in partnership with the research labs and that we would eventually have a meaningful open source model or two the equivalent of postgres and mysql in the database market

that would come out, eventually be adopted by one of the larger tech companies that wasn't one of the hyperscalers, just in the same way Google adopted Linux or Facebook adopted MySQL and Memcache and contributed a lot of patches upstream to those projects. And I would say Mark Zuckerberg sort of accelerated that by a meaningful amount. Not only the timing of when that happened, but the quality.

that would come out, eventually be adopted by one of the larger tech companies that wasn't one of the hyperscalers, just in the same way Google adopted Linux or Facebook adopted MySQL and Memcache and contributed a lot of patches upstream to those projects. And I would say Mark Zuckerberg sort of accelerated that by a meaningful amount. Not only the timing of when that happened, but the quality.

that would come out, eventually be adopted by one of the larger tech companies that wasn't one of the hyperscalers, just in the same way Google adopted Linux or Facebook adopted MySQL and Memcache and contributed a lot of patches upstream to those projects. And I would say Mark Zuckerberg sort of accelerated that by a meaningful amount. Not only the timing of when that happened, but the quality.

You know, Lama 3.1 is a really high quality model. I think it comes from what you said, you know, without a cloud business to finance it, his incentives are different than, you know, the cloud providers. And I think he wrote, no need for me to say it. I mean, if you just read his post on why he believes that this is the right strategy, I thought it was a really well articulated post.

You know, Lama 3.1 is a really high quality model. I think it comes from what you said, you know, without a cloud business to finance it, his incentives are different than, you know, the cloud providers. And I think he wrote, no need for me to say it. I mean, if you just read his post on why he believes that this is the right strategy, I thought it was a really well articulated post.

You know, Lama 3.1 is a really high quality model. I think it comes from what you said, you know, without a cloud business to finance it, his incentives are different than, you know, the cloud providers. And I think he wrote, no need for me to say it. I mean, if you just read his post on why he believes that this is the right strategy, I thought it was a really well articulated post.

I think it's probably good for the AI market overall. Just look at the cloud infrastructure market. You have a lot of proprietary solutions like DynamoDB to store data, and you have a lot of open source things like Kubernetes to manage your infrastructure. And then you have commercial companies commercializing those open source projects like Confluent with Kafka.

I think it's probably good for the AI market overall. Just look at the cloud infrastructure market. You have a lot of proprietary solutions like DynamoDB to store data, and you have a lot of open source things like Kubernetes to manage your infrastructure. And then you have commercial companies commercializing those open source projects like Confluent with Kafka.

I think it's probably good for the AI market overall. Just look at the cloud infrastructure market. You have a lot of proprietary solutions like DynamoDB to store data, and you have a lot of open source things like Kubernetes to manage your infrastructure. And then you have commercial companies commercializing those open source projects like Confluent with Kafka.

So I think that a healthy AI market probably needs all of the above. You know, you're going to have the frontier models that are the best of the best that are licensed directly. The cloud providers will probably provide both, you know, both options. And, you know, if you're building these frontier models, you need to maintain a quality lead on the rest.

So I think that a healthy AI market probably needs all of the above. You know, you're going to have the frontier models that are the best of the best that are licensed directly. The cloud providers will probably provide both, you know, both options. And, you know, if you're building these frontier models, you need to maintain a quality lead on the rest.

So I think that a healthy AI market probably needs all of the above. You know, you're going to have the frontier models that are the best of the best that are licensed directly. The cloud providers will probably provide both, you know, both options. And, you know, if you're building these frontier models, you need to maintain a quality lead on the rest.

And I think it's really great for the ecosystem that there's a super high quality open source model available right now.

And I think it's really great for the ecosystem that there's a super high quality open source model available right now.

And I think it's really great for the ecosystem that there's a super high quality open source model available right now.

You know, one of the big questions is, you know, what scale of supercomputer and what methodology and what data is required to create something that might resemble AGI or create that breakthrough in economic value that would justify the investment? No one really

You know, one of the big questions is, you know, what scale of supercomputer and what methodology and what data is required to create something that might resemble AGI or create that breakthrough in economic value that would justify the investment? No one really

You know, one of the big questions is, you know, what scale of supercomputer and what methodology and what data is required to create something that might resemble AGI or create that breakthrough in economic value that would justify the investment? No one really

knows that you have a lot of theories you know about it but i think when you look at these companies investing this kind of capex in that future i think it's absolutely great you know i think it's totally understandable investors would look you know at the capex and say give me the spreadsheet that justifies the returns um well that's completely rational and i'm sure there's folks doing that the idea that we have this potential to create something that benefits humanity this much