Who is on this subjectordered by the date of their first quote here
4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 30 Jun 2025 — a date, and nothing else. It is not a claim about who reached a view first.
- David Sacks 1 thin 31 Jan 2025 – 31 Jan 2025 -150 d
- Dylan Patel 1 thin 30 Jun 2025 – 30 Jun 2025 +0 d
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Bill Gurley
2
thin
31 Jul 2025 – 31 Jul 2025
+31 d
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Brad Gerstner
1
thin
31 Jul 2025 – 31 Jul 2025
+31 d
The chronologysourced and dated, oldest first
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David Sacks
Sacks argues open-sourcing makes strategic sense for DeepSeek as a Chinese company trying to catch up.
“And so if you're if you're behind and you're trying to catch up, then open source is a strategy that actually really makes sense for you.”
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Dylan Patel
Patel predicts China will stop open sourcing AI models once ahead and closed source will ultimately win.
“China's open sourcing stuff only because they're behind the moment they're ahead, they will stop open sourcing stuff. And at the end of the day, closed source will win. Unfortunately, closed source will win.”
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Brad Gerstner
Gerstner notes Alibaba's Qwen model has passed 400 million downloads under Apache 2.0 license.
“Of course, that's released like these other models under the Apache 2.0 open source license, so very open, as Bill's talked about.”
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Bill Gurley
Gurley argues seven to eight deep-pocketed Chinese open-source models can distill each other to accelerate improvement.
“I think there may be seven or eight dig pocketed players with open models in China, they all learn from each other extremely fast.”
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Bill Gurley
Gurley says Mistral should be distilling Chinese models right now if they want to compete.
“I do expect to see that. And if I'm the Mistral team, if you're not distilling on these Chinese models, I don't know what you're doing right now.”
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Where they overlapsame programme, same subject
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together