Sep. 14 at 8:33 AM
$NBIS Alex Karp (yesterday): "If you pause and your adversaries don't, you didn't make a principled stand.
You just surrendered the lead."
I'd lean towards this. The ultra competitive heads of OpenAI and Anthropic won't cede leadership for one second. They'll create barriers (financial through regulatory requirements) to entry to quell competition so their closed models don't become obsolete. Ultimately a tailwind for open source such as
$NBIS IMHO (and as shared by GS).
