Shawn Wang: belief

Transcript context

…as well? Yeah. Well, no, I, I think like open source. Yeah. We're discussing this on the negative. I would say the relevance of open source. I would specifically open models. Yeah, I was surprised the lack, like the llamas of the world by the lack of adoption. And I mean, people use it obviously, but I would say nobody's really like a huge fanboy, you know, I think the local llama community and some of the more obvious use cases really like it. But when we talk to like enterprise folks, it's like, it's cool, you know? And I think people love to argue about licenses and all of that, but the reality is that it doesn't really change the adoption path of, of ai. So 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.…

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