The call for U.S. open sourced AI players

tech

The call for U.S. open sourced AI players

Companies don't want to be reliant on just one or two vendors for such critical tech.

TL;DR

Silicon Valley entrepreneurs and investors oppose banning Chinese AI models.
Resistance stems from concerns about increasing reliance on a few AI vendors and concentrating power with OpenAI and Anthropic.
There is increasing investor interest in U.S.-based open-source or open-weight AI alternatives.
Closed models from OpenAI and Anthropic have gained prominence partly due to their monetization strategy of charging per query.
New players like Thinking Machines (led by Mira Murati) and Reflection AI are emerging in the open model space.
Nvidia has developed its own model, Nemotron.
The AI landscape is characterized by rapid change, with metrics and costs evolving quickly.

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clem 🤗

https://t.co/KHJ7KyCKrV https://t.co/2LC2Hln5a6

Aravind Srinivas reposted

Chamath Palihapitiya

The future is open source. We need to embrace it and get on with it.

Imagine if America closed the door on open source.

We would explicitly be forcing American companies to pay $26-56 per 1MM tokens for the same intelligence their adversaries/competitors around the world would pay $0.50-1 for.

This is economically unsustainable unless AI is bullshit.

If it’s the supposed through line of all future economic activity that we’ve been told it is, we can’t handicap America at such a meaningful cost disadvantage.

This can also be viewed thru a military lens and not just a simple economic one as well.

Letting our adversaries attack us for $0.50 per 1MM tokens while we spend $26-56 per 1MM tokens to defend ourselves is equally ruinous.

It’s the Cold War Soviet collapse in reverse.

Yann LeCun reposted

Brian Roemmele

Kimi K3 is a gut punch to Anthropic. Its over.

A 2.8T open-weight-bound Chinese model just took the WebDev human-preference crown at launch, posted stronger real agentic terminal and long-horizon coding numbers than Claude Fable 5 on the tasks that actually ship products, and did it at roughly one-third the price while soon to be FREE promising full weights in ten days.

The fear-based marketing that convinced so many to accept closed models, sky-high rents, and “safety” as justification for locking away frontier capability now looks like expensive theater.

Mad are the politicians and academics that fell for Dario hand waving holier than tho testimony that “we must stop AI”. Kimi just drops and the world did not end. The sky did not fall Dario.

Builders no longer have to pretend the only responsible path runs through Anthropic’s premium tollbooth; the open frontier just proved it can match or beat them where it counts and hand the weights to anyone with a cluster.

That narrative is dead.

clem 🤗 reposted

Ahmad

So excited to be co-hosting this Local AI Meetup to support Opensource AI alongside @ClementDelangue of @huggingface, and @NaderLikeLadder of @NVIDIAAI

First of many to come, with your support we’re gonna make sure Local & Opensource AI Is survive and thrive

See you all there https://t.co/YjW1M1oAw9

clem 🤗 reposted

Chamath Palihapitiya

The future is open source. We need to embrace it and get on with it.

Imagine if America closed the door on open source.

We would explicitly be forcing American companies to pay $26-56 per 1MM tokens for the same intelligence their adversaries/competitors around the world would pay $0.50-1 for.

This is economically unsustainable unless AI is bullshit.

If it’s the supposed through line of all future economic activity that we’ve been told it is, we can’t handicap America at such a meaningful cost disadvantage.

This can also be viewed thru a military lens and not just a simple economic one as well.

Letting our adversaries attack us for $0.50 per 1MM tokens while we spend $26-56 per 1MM tokens to defend ourselves is equally ruinous.

It’s the Cold War Soviet collapse in reverse.

clem 🤗 reposted

Ahmad

Almost half capacity

You guys show up every time we ask

That's why Local & Opensource AI is going to win

See you next Saturday 🫡 https://t.co/WzZvjbuzn3

Yann LeCun reposted

Chamath Palihapitiya

The future is open source. We need to embrace it and get on with it.

Imagine if America closed the door on open source.

We would explicitly be forcing American companies to pay $26-56 per 1MM tokens for the same intelligence their adversaries/competitors around the world would pay $0.50-1 for.

This is economically unsustainable unless AI is bullshit.

If it’s the supposed through line of all future economic activity that we’ve been told it is, we can’t handicap America at such a meaningful cost disadvantage.

This can also be viewed thru a military lens and not just a simple economic one as well.

Letting our adversaries attack us for $0.50 per 1MM tokens while we spend $26-56 per 1MM tokens to defend ourselves is equally ruinous.

It’s the Cold War Soviet collapse in reverse.

Yann LeCun reposted

Yann LeCun

Replying to @deanwball

The "ungovernability" (and openness) of Linux and the Internet is precisely what has made their success.

The same will be true of open weight AI foundation models.

David Sacks

I’m not sure whether Dean Ball is confessing to a regulatory capture strategy or simply predicting this will happen (he now says the latter). Either way, the weaponization of regulatory uncertainty as a competitive tool should be completely unacceptable.

He argues there’s no need to ban Chinese open-source models — just direct agencies to issue soft-law warnings that create enough FUD so regulated enterprises back off. “It needn’t be that well justified.”

Wrong. Regulatory decisions should always be well justified and grounded in facts, logic, and evidence, not the deliberate exploitation of fear and uncertainty. Implementing a surreptitious policy through manufactured doubt — rather than strong and explicit justification — corrodes the rule of law and invites future abuse against anyone.

We are at a critical inflection point in AI policy. The leading closed labs, already a duopoly in terms of AI model revenue, want the government to eliminate their open source competition. They have laid their cards on the table. It is time for the rest of Silicon Valley — the vast majority that still values open competition — to do the same.

clem 🤗 reposted

Nathan Lambert

Qwen’s biggest models have never been open weight recently. Something is changing.

You can imagine it like… Xi: no you’re not allowed to keep your best model closed anymore, we weren’t succeeding enough.

A new era of competition for intelligence (if the benchmarks hold up).

clem 🤗 reposted

Bill Gurley

The way to think about “open” in software is being a low-cost producer (vs a high margin one). When a company (or 2) achieves record valuations in record time, that rightfully attracts competition (as it should). We need to let the free market work.

https://t.co/OJ9XPcKmX4

clem 🤗 reposted

Cyrus

SSI should open-source an opus-tier model.

1. it nearly closes the us/china gap on the os frontier

2. they don't want to waste compute allocation on inference, releasing os will enable continued full focus on training

3. the safety objection feels weaker if glm/kimi-class models are already open? releasing a frontier os model alongside robust safety tooling/evals would also help set a norm for os models