Charlie O'Neill

speaker

259 appearances 2 recordings 1 series first heard Jul 2026 last heard 15 Sep

Charlie O'Neill’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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Prof G Markets · Gas Is Back Above $4 — And Could Keep Rising · 21 Jul 2026 podcast

Not only can I host that on my own GPUs, I can also do things like continue to train it myself for specific tasks.

So it's really about being able to download the actual weights of the model rather than just being able to send a question to it.

So you can think of this as owning the disk for an Xbox game versus having that Xbox game installed through the cloud on your particular Xbox.

I can actually see the physical disk.

I guess there's two answers here.

The first answer is the one that OpenAI and Anthropic will tell you, which is that these things, as they become increasingly intelligent, we have to think very carefully about how they're applied in society.

There's obviously real safety concerns, there's cybersecurity concerns, there's biological

weapons development concerns.

And so we should really think about who we trust to build and control this intelligence.

And anthropic and open AI's argument is you should trust us.

We are the best at developing this intelligence and hence we should be the ones to dictate how it's used and how it's applied basically in perpetuity.

There should be a very small number of actors who can choose what we do with LLMs and intelligence.

And I think the real argument is that obviously this stuff is so lucrative that if you do manage to prevent anyone else from developing it, you can capture insanely high margins on the tokens that you're producing.

So Anthropix rumored to have margins north of 80%.

I think when there is a case or a world where there's only two major players and you end up in a duopoly,

that is a very real possibility to continue.

And I think that's obviously very, very lucrative to open and anthropic.

So open source is a threat to them in the sense that those margins aren't going to remain at 80% for long.

Of course, there are like security concerns.

We have to really think carefully about how these things are used.

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