High Signal Podcasts Evidence ledger
Method
Browse
← Back to evidence

Evidence receipt / belief

Published · transcript-backed

Speaker unverified: belief

29 Mar 2025 Latent Space Unsupervised Learning x Latent Space Crossover Special

“You know, and I think deep seek specifically was just really surprising in how, you know, in many ways if the value of these model companies is like you have a model for a period of time and you're the only one that can build products on top of that model while you have it.”

— Speaker unverified

Source trail

Everything needed to verify it.

Speaker
Speaker unverified
Attribution
Not verified from this transcript
Claim type
belief
Recorded
29 Mar 2025
Publisher
Latent Space

Transcript context

…yeah, the specific stat that I got from on anchor from Braintrust mm-hmm. In one of the episodes that we did was I think he estimated that open source model usage in work in enterprises is that like 5% and going down. And it feels like you're basically all these enterprises are in like use case discovery mode, where it's like, let's just take what we think is the most powerful model and figure out if we can find anything that works. And, you know, so much of, of, of it feels like discovery of that. And then, right, as you've discovered something, a new generation of models are out and so you have to go do discovery with those. And you know, I think obviously we're probably optimistic that the that the open source models increase in uptake. It's funny, I was gonna say my biggest surprise in the last year was open source related, but it was just how Fast Open Source caught up on the reasoning models. It was kind of unclear to me, like over time whether there would be, you know, a compounding advantage for some of the closed source models where in the, okay, in the early days of, of scaling you know, there was a, a tight time loop, but over time, you know, would would the gap increase? And if anything it feels like a trunk. You know, and I think deep seek specifically was just really surprising in how, you know, in many ways if the value of these model companies is like you have a model for a period of time and you're the only one that can build products on top of that model while you have it. Like, God, that time period is a lot shorter than a, than I thought it was gonna be a year ago. Yeah. I mean, again, I I, I don't like this label of how Fast Open Source caught up because it's really how Fast Deepsea caught up. Right. And now we have, like, I think some of it is that Deepsea is basically gonna stop open sourcing models. Yeah. So like there, there's no team open source, there's just different companies and they choose to open source or not. And we got lucky with deep seek releasing something and then everyone else is basically distilling from deep seek and those are distillations. Catching up is such an easier lower bar than like actually catching up, which is like you, you are like from scratch. You're training something that like is competitive on that front. I don't know if that's happening. Like basically the only player right now is we're waiting for LA four.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

Search evidence