Gurley argues China's open-source AI models create a system capable of innovating faster than closed US models.
“And the other society, when the farmers come to market, they're forced to share best practices with all the other farmers. Which which one of those is gonna gonna evolve faster?”
“Almost 3 years ago, I believed open-models would become the key threat to the AI incumbents & that unfortunately they would lean into regulatory capture as a response. I underestimated the fervor with which they would use this non-business approach. https://t.co/oFDclTqJDq https://t.co/kYzlwY7JRQ”
“I disagree, I don't think this has to be "game-over" for Google. I do think they have only one play left now - to pull from their own Android/Kubernetes playbook and fully embrace open-models. It's the obvious move in this situation. Details here: https://t.co/P8rbKhIjzH https://t.co/6qqof6Auhs”
“This is very good. Ben brings a career of thinking to his views on where we are today. My favorite part is the beginning. There is no reasonable path to AI global dominance for the U.S. vs the world. It’s a fantastical notion that falls apart when thinking through the details. https://t.co/4SsyZydFYX”
Gurley argues open models are inevitable in high-stakes software competition, reacting to NVIDIA-Hugging Face acquisition talks at $13B valuation
“Open, open, open. As I wrote in the @washingtonpost, open-models are the inevitable outcome of high stakes software competition. The more at stake - the more likely open wins. This is water running downhill. https://t.co/6x5qoLbw0k https://t.co/wAH0xjej7q”