High Signal Podcasts Evidence ledger
Method
Browse
← Back to evidence

Evidence receipt / belief

Published · transcript-backed

Dan Balsam: belief

8 Aug 2026 The Cognitive Revolution Thinking in Silico: Goodfire CTO Dan Balsam on Concept Manifolds & a $1000/Month ML Research Agent

“I wish there is a clean, easy answer, but I would say, like, I think I'm still in we're still in the era where I think open source is, like, purely net positive, and I'm I'm glad that these open source models exist.”

— Dan Balsam

Source trail

Everything needed to verify it.

Speaker
Dan Balsam
Attribution
Verified speaker
Claim type
belief
Recorded
8 Aug 2026
Publisher
The Cognitive Revolution

Transcript context

…And access, but fundamentally, they're dual use. Like, the only models that are capable of protecting you from the most capable cyber weapons are themselves capable cyber weapons. Right? This is, like, a bit of the paradox of the moment that we're in. And without open models, the asymmetry of distribution of defensive technology is is really bad. A lot of startups are not in the cyber defense programs for, say, like, Anthropic and and and OpenAI, which for a variety of reasons are very exclusive. Reasons that, like, might make sense to them. And so a model like Kimmy, which is very good at soccer, being open and available actually provides the means with which a lot of organizations that don't have access to those resources can defend themselves right now. Like, it is a very hard line to walk. It's it's a very tricky tension. I'm both I'm concerned about both things. I'm concerned about, of course, like, putting what is essentially a weapon in the hands of anybody. But I'm also very concerned about a world where restricting access means that only the worst actors are going to be the ones with the dual use technology, and then you have a lot of people who who don't even have a technology that they can use defensively to protect themselves against that. So it's tricky. I don't know. I wish there is a clean, easy answer, but I would say, like, I think I'm still in we're still in the era where I think open source is, like, purely net positive, and I'm I'm glad that these open source models exist. And…

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

Search evidence