Anastasios Angelopoulos

Mentioned in 2 episodes

"One of the largest AI apps, bigger than GenSpark and Manus and Hugging Face."

Mentioned in 1 episode

"Anthropic revenue has been just a total hockey stick. It's not like they're being completely cannibalized right now by Chinese open source models."

Mentioned in 1 episode

"It would make OpenAI and Anthropic stronger. If OpenAI is letting their AI break into Hugging Face or whatever, they should get huge fines and huge scrutiny."

Mentioned in 1 episode

"Google has Gemma as well. Gemma, by the way, is pretty good in terms of efficiency. If you look at Arena, you'll see that on the Pareto curves of performance versus cost, Gemma's on there."

Mentioned in 1 episode

"The hope is that we keep Nvidia ahead of the game so that we can retain the advantage that we have. That ecosystem is absolutely a national security necessity."

Mentioned in 1 episode

"I've been a strong proponent of Thinking Machines. I believe that we're going to have at least one massive multi-hundred billion, if not trillion-dollar American company focused on American-first open source."

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"There's businesses that are two customer businesses, businesses selling to the government — there's like one of those. And they're making huge amounts of money, like an Anduril. Hugely revenue concentrated businesses and those businesses are doing great."

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"Handshake, Macaw, Search, Scale — all these companies doing great. Scale is still crushing. Still crushing even post fractional acquire."

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"TSMC's of the world and our whole that ecosystem is absolutely a national security necessity."

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"If open models really accelerate and then beat Opus 5 or Fable squarely across all categories, then that would be a big business risk to them going public."

Mentioned in 1 episode

"It's easy to cut costs. I can tell you to go use Gemini Flash, and that's going to be way more efficient in terms of token spend."

Mentioned in 1 episode

"The more Mistral Thinking Machines type of strategy is to take the open source model and then use it as a lead generation tool for companies to build on top of that and then come to you and say, 'Can you help us fine-tune? Can you help us with our AI strategy?'"

Mentioned in 1 episode

"A system integrator, like an Infosys — more likely to be an adopter of a big lab because labs are less likely to be competitive with an Infosys than they are with some sort of a scalable software product."

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"Kimi K3 actually beat the best closed-source American models on a pretty important subset of tasks, for example front-end coding like web development, which a huge fraction of developers are web developers."

Mentioned in 1 episode

"I'm going to allow inference providers like a Fireworks or Together or whatever to deploy this model."

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"Inkling is definitely a V0 model. From what I know about Thinking Machines, they had a big restructuring about 6 months ago team-wise, and then they kind of restarted everything, and Inkling came out of that. Within that time, they've become the number one American open-source model."

Mentioned in 1 episode

"There's five open source American contenders. Let's see if I can name them all. RC, Reflection, Mistral in the West, Poolside, Thinking Machines."

Mentioned in 1 episode

"Salesforce themselves have a pretty strong AI strategy. I doubt that they're going to go downhill. The SaaS apocalypse has been a little bit overstated overall because people don't understand the dynamics of those businesses and how tough it is to replicate what they've built from a network perspective and a data perspective."

Mentioned in 1 episode

"Etch just came out as an example within the United States to continue to build on our lead there."