Everett Randle

speaker

1,301 appearances 6 recordings 1 series first heard Apr 2025 last heard 16 Jul

Everett Randle’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 — 3 in all, peaking in Nov 2025 with 2.

Appearances

newest first · ▶ plays the moment

TBPN · TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black · 16 Jul 2026 podcast

Like all of them are Chinese, all of them.

And so I think that, I think that the, but like a good pushback to what I said on that podcast was like, well, they're coming.

And I've always been like, well, where are they?

But now we actually are starting to see some American teams like actually really go hardcore at the opportunity.

And so like one NVIDIA obviously cares deeply about there being a strong open source ecosystem.

They've done more than any single company across the entire stack to fund and support NVIDIA.

and bring into existence an awesome open source ecosystem.

And so I think we all owe NVIDIA and Jensen a debt of gratitude for pushing so hard for a healthy open source ecosystem.

So they have Nemotron now.

Nemotron, by all appearances, is a great start.

And I know a lot of people in our portfolio, they're actually quite bullish on the future of Nemotron.

Thinking Machines Labs just came out with Inkling.

which again, a lot of people are very excited about.

They don't claim that it's at the frontier even of Chinese open source yet, but again, it's extremely customizable, which people love, enterprises and app companies love.

And again, it's seemingly a bit of a commitment to continue to develop open source models.

Reflection AI has always been, they now have, their strategy is, I don't think they've released one yet, but their strategy is clearly to have the American open source model.

And so,

I think relative to even three or four months ago, there's more that you can point to around like, okay, like the West is actually trying to do these things in terms of like the nested contingencies of like, who's distilling who and like, where are all the model capabilities coming from?

I think like, I think the whole distilling thing is like,

I think it's oversimplified.

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