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Published · transcript-backed

Speaker unverified: belief

1 Feb 2026 Lex Fridman Podcast #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI

“I think the open models are more known for the open weights, not their platform yet.”

— Speaker unverified

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Speaker
Speaker unverified
Attribution
Not verified from this transcript
Claim type
belief
Recorded
1 Feb 2026
Publisher
Lex Fridman Podcast

Transcript context

…Well, it’s interesting that none of us talked about the Chinese models from a user perspective. What does that say? Does that mean the Chinese models are not as good, or does that mean we’re just very biased and US-focused? I do think that’s currently the discrepancy between the model and the platform. I think the open models are more known for the open weights, not their platform yet. There are also a lot of companies that are willing to sell you open-model inference at a very low cost. I think, like OpenRouter, it’s easy to look at multi-model things. You can run DeepSeek on Perplexity. I think all of us sitting here are like, “We use OpenAI GPT-5 Pro consistently.” We’re all willing to pay for the marginal— …intelligence gain. And these models from the US are better in terms of the outputs. I think the question is, will they stay better for this year and for years going forward? But so long as they’re better, I’m going to pay for them. I think there’s also analysis that shows that the way the Chinese models are served—which you could argue is due to export controls or not—is that they use fewer GPUs per replica, which makes them slower and leads to different errors. It’s about speed and intelligence. If these things are in your favor as a user, I think in the US a lot of users will go for this. I think that is one thing that will spur these Chinese companies to want to compete in other ways, whether it’s free or substantially lower costs, or it’ll breed creativity in terms of offerings, which is good for the ecosystem. But I just think the simple thing is the US models are currently better, and we use them. I tried these other open models, and I’m like, “Fun, but I’m not gonna… I don’t go back to it.”…

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