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1 Feb 2026 Lex Fridman Podcast #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI
“I think that was a bit unfortunate because as a company, they were hoping for positive headlines.”
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- Recorded
- 1 Feb 2026
- Publisher
- Lex Fridman Podcast
Transcript context
…What people say is that there’s a debate between Mark and Alexander Wang, who is very bright but much more against open source. To the extent that he has a lot of influence over the AI org, it seems much less likely, because Mark brought him in for fresh leadership in directing AI. And if being open or closed is no longer the defining nature of the model, I don’t expect that to be a defining argument between Mark and Alex. They’re both very bright, but I have a hard time understanding all of it because Mark wrote this piece in July of 2024, which was probably the best blog post at the time, making the case for open source AI. And then July 2025 came around and it was like, “We’re reevaluating our relationship with open source.” So it’s just kind of… But I think also the problem—well, we may have been a bit too harsh, and that caused some of that. I mean, we as open source developers or the open source community. Because even though the model was maybe not what everyone hoped for, it got a lot of backlash. I think that was a bit unfortunate because as a company, they were hoping for positive headlines. Instead of just getting no headlines or positive headlines, they got negative headlines. And then it kind of reflected badly on the company. It’s maybe a spite reaction, almost like, “Okay, we tried to do something nice, we tried to give you something cool like an open source model, and now you are being negative about us.” So in that sense, it looks like, “Well, maybe then we’ll change our mind.” I don’t know. Yeah, that’s where the dynamics of discourse on— …X can lead us as a community astray. Because sometimes it feels random; people pick the things they like and don’t like. I mean, you can see the same thing with Grok 4.1 and Grok Code Fast 1.0. I don’t think, vibe-wise, people love it publicly. But a lot of people use it. So if you look at Reddit and X, they don’t really give it praise from the programming community— … but, like, they use it. And the same thing with probably Llama. I don’t understand the dynamics of either positive hype or negative hype. I don’t understand it.…
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