All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
David Sacks
You guys are taking a very strong point of view that open source is definitely going to win, that the leading model companies are all going to get commoditized, and therefore there'll be no return on capital and basically continue to innovate on the frontier. I'm not sure that's true.
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