Nathan Lambert
speaker
1,814 appearances
3 recordings
2 series
first heard Feb 2025
last heard 1 Feb
Nathan Lambert’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 — 2 in all, peaking in Feb 2026 with 1.
Appearances
So these models from these Chinese companies are open weights.
And depending on this trajectory of business models that these American companies are doing could be at risk.
But currently, a lot of people are paying for AI software in the U.S.
and historically in China and other parts of the world, people don't pay a lot for software.
I would say for a few years.
I think that like in the US, there's not a clear business model for it.
I have been writing about open models for a while and these Chinese companies have realized it.
So I get inbound from some of them.
And they're smart and realize the same constraints, which is that a lot of US tech companies and other IT companies won't pay for an API subscription to Chinese companies for security concerns.
This has been a longstanding habit in tech.
And
The people at these companies then see open weight models as an ability to influence and take part of a huge growing AI expenditure market in the US.
And they're very realistic about this.
And it's working for them.
And I think that the government will see that that is building a lot of influence internationally in terms of uptake of the technology.
So there's going to be a lot of incentives to keep it going.
But building these models and doing the research is very expensive.
So at some point, I expect...
consolidation, but I don't expect that to be a story of 2026, where there will be more open model builders throughout 2026 than there were in 2025, and a lot of the notable ones will be in China.
Yeah.
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