Joe Wiesenthal
speaker
1,572 appearances
15 recordings
2 series
first heard Sep 2025
last heard 26 Jun
Joe Wiesenthal’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 14 in all, peaking in Jun 2026 with 9.
Appearances
So, Grace, thank you so much for coming on Odd Lots.
How did we do on our, quote, impressions, unquote?
Is the culture as pro-sharing and pro-open source as it was even two years ago?
Now, the deep-seek moment was right around Trump's inauguration in early 2025, so about a year and a half ago.
Since then, has the culture stayed the same or has that sort of competition bug, that intense competition bug that we know among American AI labs, has it spread to the Chinese labs at all?
It's really crazy to look at some of the ones that have already gone public here.
And just to put in, so Minimax is public.
And in U.S.
dollar terms, it's a $20 billion company.
I mean, there are people in the U.S.
who have done nothing but publish a paper on archive.org.
who do not even have a product yet, who have probably VC-backed implied valuations over $20 billion, how do they make money?
You know, again, open source, okay, like in these four models that you named, do they have different thoughts on how they plan to make money or different business models?
So just to be clear, you can self-host all of these models, but for the most part, they do offer that inference part of the stack, and that is a profit center for them.
Okay, got it.
I want to get back to something you said.
So first of all, just to clarify, you mentioned companies like Mercor that sell proprietary data that they are able to collect and manufacture in various ways, then they sell it to an open AI.
So a company like Mercor will hire a bunch of people to, say, build PowerPoints, and then they'll collect the data on how they do that, and that is fresh data that they can sell.
So those have exclusivity windows after which they can then sell them to anyone?
So this gets to something generally speaking, which is that people are around the world correctly, like quite impressed.
Showing 161–180 of 1,572 · page 9 of 79
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