Jason Calacanis
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Podcast Appearances
It's a file.
It's a bunch of numbers that you can run on your laptop.
But what it will do is, you think about all the cloud service providers who run open models, they will stop doing that because they've got to comply with the law.
And so all this infrastructure that's been built up,
it will get much harder to use open models in the United States.
Now the rest of the world will continue to benefit from them because there's a tremendous benefit in terms of cost and customization and control that you get with an open model.
I agree.
And like I said, I don't know that the forces who want to ban open source are strong enough or have made the case or created the predicate facts necessary yet to ban open source.
But I do think it is on the agenda and it's where all the breadcrumb trails are leading.
So just watch out for that.
It is the backstop.
It is the backstop.
I mean, unless you want to live off the grid.
I mean, if you want to participate in the modern economy, it is the backstop.
And let me just make one other final point that kind of maybe leads into our next topic is I do think that there is the potential for the monopolization of this market to a greater degree than people may be pricing in right now.
First of all, we've seen that every other major tech category has led to a monopoly or duopoly situation.
seems to be the way that these things work out.
But also, if you look at the growth rates right now, Anthropic does seem to be pulling away.
There was an article in the information showing the latest numbers where I think Anthropic's now at, they seem to have pulled away from OpenAI, which is not surprising and something I predicted.
Look, if you have one company that's growing at 10x year over year, and another company that's growing at 3x year over year, within two years,