“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”
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”