AI and Software
Open-weight models
open models such as Llama, DeepSeek, Qwen and their impact
- Episodes
- 55
- Share
- 5.1%
- Shows
- 53
- Net sentiment
- +0.18
Bullish 19Mixed 20Neutral 6Bearish 10
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 19
- Local open models like Qwen run privately and free of API costs, which the hosts find appealing.Episode 4: Getting Started with Local LLMs · Two Average Devs · Sep 26
- Open models gain enterprise value via on-prem control, sovereignty and vetted distribution through NVIDIA.Cheaper AI Models Are Here: Can Enterprises Keep Up With AI’s Release Cycle? · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Sep 26
- Open models like Llama, Mistral and Stable Diffusion created an ecosystem that drove OpenRouter's growth.OpenRouter: from Seed to Stripe — with OpenRouter’s Alex Atallah & AMP’s Anjney Midha · Latent Space · Sep 25
- Open weights enabled an ecosystem of developers and a need for routing marketplaces like OpenRouter.OpenRouter: from Seed to Stripe — with OpenRouter’s Alex Atallah & AMP’s Anjney Midha · Latent Space: The AI Engineer Podcast · Sep 25
- DeepSeek's revenue growth despite price hikes shows enterprises pay for open-weight autonomy.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- Hosts argue open-source models could take most token usage and undercut frontier labs.Elon's New Hyperloop, Trump's AI Rename, and a Model That Won't Talk | E2340 · This Week in Startups · Sep 21
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- Open-weight models like DeepSeek are gaining revenue and developer share, undercutting closed API providers.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 27
- Downloadable, customizable open models are cheap and widely used, benefiting their developers and ecosystem.Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · Behind the Ticker · Sep 27
- DeepSeek's revenue growth and enterprise demand for control favor open-weight models over closed APIs.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 27
- Nvidia's commitment to open models is framed as empowering developers and accelerating innovation.NVIDIA World Models Explained: What Developers Can Build · AI News & Strategy Daily with Nate B. Jones · Sep 24
- Open models will be cost-efficient and widely used by enterprises, reducing lock-in to frontier providers.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Sep 21
- Dines expects open models to thrive and enterprises to own their own models and data.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · 20VC · Sep 21
- Open source is framed as strategically vital, offering diversity and counterweight to centralized frontier labs.Will AI Really Kill Us All? | Harper Reed & John Borthwick · Hidden Forces · Sep 21
- Favors open source and local models as a way to make people safer and foster innovation.Better Models Are the Only Solution | Eddy Lazzarin · MTS · Sep 27
- Open-source models now handle most tokens and are getting cheaper, spreading AI power widely.How HR 2030's Architecture Works & Amazing World of Personal AI Agents · The Josh Bersin Company · Sep 27
- DeepSeek reaching $1B annualized revenue while releasing open-weight models shows growing commercial traction.Meta Unveils Muse Charm and Gemini Can Call for You · The AI Engineer Podcast · Sep 24
- Guest favors open-source models on GitHub and local machines to protect data and avoid software fees.I Lived Through Y2K. AI Is Bigger. | Ex-Microsoft Leader Carmen Aviles Builds Agents for Businesses · The Intelligence Resources Podcast · Sep 22
- GLM's open sharing of training details is praised as moving the field forward.Slowdowns, Service Accounts, and the Return of Email | S3E20 · The Hedgineer Podcast · Sep 22
- Cheaper open models threaten incumbent AI oligopolies, which the speaker sees as seeking regulatory capture.#794: Why Inflation Is Designed To Crush You with Gary Brode · TFTC: A Bitcoin Podcast · Sep 21
Bearish 10
- Open-weight models now carry most token usage, pressuring closed-model pricing power and revenue concentration.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In with Chamath, Jason, Sacks & Friedberg · Sep 26
- Cheaper open-weight models are taking token share from frontier labs, pressuring their revenue and compute purchases.The AI Compute Trade Is at Risk - Here’s What Could Win Next · Milk Road Stocks · Sep 25
- Self-hosted and open source small models are expected to capture requests that would otherwise go to frontier labs.OpenAI is going to lose 90% of its revenue | Eli the Computer Guy · The Tech Report · Sep 21
- Open-source models with guardrails removed are seen as a path for bad actors to misuse capabilities.Rogue Agents & The Great AI Slowdown: What the Hugging Face Hack Means for the Future · AI: The Podcast · Sep 23
- Chinese open-source AI could undercut closed-model business models and hit US AI assets.The Ed Sheeranisation of Irish Economic Policy · The David McWilliams Podcast · Sep 22
- Meta abandoning its open Llama strategy undermines its developer goodwill and open-model positioning.Meta's 1.4 billion dollar Muse overhaul · Elon Musk Podcast · Sep 25
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- Open-weight models six to twelve months behind frontier pose cyber misuse risks by rogue actors.When AI's builders sound the alarm · Possible · Sep 23
- OpenClaw hype outpaced its real enterprise value and learning curve, so waiting was the better call.Ep 866: Build, Buy, Partner, or Wait: The 4-Layer AI Stack Decision Framework for 2026 (Start Here Series, Vol 25) · Everyday AI Podcast – An AI and ChatGPT Podcast · Sep 21
- Open-source models running on-prem could erode frontier labs' revenue and pricing power.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
- Securing open-weight models against misuse is seen as very hard, making resilience the fallback.Zero to One in AI Safety: Halcyon's Mike McCormick on Launching 30 New Orgs & the Founder Bottleneck · The Cognitive Revolution · Sep 25
Mixed 20
- Open models cut costs and spread adoption, yet enterprises remain wary of security, continuity and regulatory risk.How NVIDIA Is Secretly Coming for Anthropic & Open AI | Morgan Stanley's Head of US Thematic Research · The Wall Street Skinny · Sep 26
- Open models gaining token share threaten closed-model pricing power, though premium frontier use cases persist.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In Podcast · Sep 26
- Hugging Face's open ecosystem may stay open under Nvidia, but acquisition could shift incentives over time.Why Nvidia's $13B Deal for Hugging Face Was Never About Revenue · Eventual Consistency | Your Reality Check on What's Actually Happening in Data · Sep 23
- Open weights enable refusal stripping risks but also allow community scrutiny and trust evaluation.Scott & Mark Learn To... Fool's Gold · Scott & Mark Learn To... · Sep 23
- KDE and GNOME debate strict bans or quality-only rules on AI-generated contributions, with no clear consensus.Google is closing down Android more and more, and launching a new Linux-based OS · Linux & Open Source News · Sep 26
- Hugging Face hosts most open models; its acquisition raises questions about neutrality of discovery and defaults.Why NVIDIA Paid 86 Times Revenue for Hugging Face · Deep Dive · Sep 26
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- Discussion weighs whether open models will prevail and how a small lab could monetize openness.What Comes After Transformers? · The Data Exchange with Ben Lorica · Sep 24
- Open models now carry most token usage and may pressure frontier pricing, though infrastructure bets are favored.VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341 · This Week in Startups · Sep 23
- Restricting open models could protect incumbents but would also limit broad access to and development of AI.AI Companies go to the UN · Human Reaction · Sep 27
- Closed labs cutting prices make open-source models less attractive for some developers.Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group · The Information's TITV · Sep 25
- Open Chinese models offer lower cost and control but raise debate over regulation and dangers.The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers · The Emerging Markets Podcast by Tellimer · Sep 25
- Free open-weight models, especially Chinese ones, could erode model-layer profits while benefiting hardware sellers.Sebastian Mallaby on Artificial Intelligence, Railroads, and Transformative Changes · Backtest · Sep 25
- Open models are nearly matching frontier models, lowering costs and empowering bad actors alike.AI, agents and quantum: The biggest cyber threats ahead · The Tech Download · Sep 24
- Open-source models now supply most AI tokens, pressuring the revenue of closed frontier labs.Why OpenAI and Anthropic should fear Meta Muse · Times Tech · Sep 24
- Alibaba's small open-weight image model is promising but its license restricts commercial resale.Tech Talk — September 24, 2026 · Tech Talk · Sep 24
- Open models are cheaper but depend on frontier models, and Nvidia's Nemotron is cited as an open alternative.Anthropic's AI Slowdown, OpenAI's $1.2T Valuation & Salesforce's AI Bet | Six Five Pod EP 320 · The Six Five with Patrick Moorhead and Daniel Newman · Sep 21
- Open-source classifier models are catching up fast to JEV but still trail on hard tasks.Opus 5.5 is your new workhorse! OpenAI ships GPT 6 Sol and Terra before DevDay and Meta goes all in on Muse! Your friday read is here · ThursdAI - The top AI news from the past week · Sep 25
- Open Chinese models threaten closed US business models that charge for model access.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Hosts expect cheaper Chinese and open models to pressure AI pricing, while US leadership matters.Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26 · Big Digital Energy · Sep 22
- Chinese open-weight models pressure Western labs to lower prices on capable models.330 | 10,000 AI agents just did 4,000 years of thinking in 88 hours, and the labs can't predict 3 months out. New models: GPT-6, Claude Opus 5.5, Grok 4.7 and More important AI news for the week ending Sept. 25, 2026 · Leveraging AI · Sep 26
Neutral 6
- Hosts explain open-weight versus open-source distinctions and note Chinese open models gaining ground.AI Safety Doomerism: Is Dario Amodei Right to Fear the Future of AI? · Business Bubble · Sep 24
- Broad restrictions on open-weight models are considered unlikely due to China relations, diffusion and enforcement difficulty.The Unexpected Investment Case for AI Safety · Thoughts on the Market · Sep 23
- Discussed only in passing as models are tested, not as a central investment topic.Haters think AI agents can't write GPU code? This'll ROCm · The Stack Overflow Podcast · Sep 22
- Open-sourcing protocols and tools is framed as a public good benefiting the whole ecosystem.Global Progress in the AI era: As Anthropic urges caution on AI, its ‘beneficial deployments’ work grows · Devex Podcasts · Sep 25
- Salesforce's model is post-trained from NVIDIA's open Nemotron model on synthetic data.OpenAI, Palantir & Grok: The AI Safety Reality Check · What the AI?! · Sep 22
- Beijing has not yet decided how to regulate globally proliferating open-weight models.Julian Gewirtz on Trump-Xi Summit, AI, and Mao Dead Fifty Years Ago! · ChinaTalk · Sep 22
Around it
Companies named
Shows that covered it most
- This Week in Startups2
- Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French)2
- 20VC1
- Everyday AI Podcast – An AI and ChatGPT Podcast1
- Hidden Forces1
- Kontrarian Korner1
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