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Sequoia Capital Cast

05/12/25

@ Sequoia Capital

Decentralized inference providers gained traction as they offered models that met market demand, resulting in a rapid increase in interest that many in the AI space are still unaware of.

Video

Will Open Source AI Overtake Closed Models? Ft. Olama, Fireworks and Open Router

@ Sequoia Capital

Will Open Source AI Overtake Closed Models? Ft. Olama, Fireworks and Open Router

05/12/25

Related Takeaways

Lex Fridman Cast

02/03/25

@ Lex Fridman

The reasoning models being developed by DeepSeek are designed to utilize more compute, emphasizing the growing importance of inference in complex AI tasks.

Sequoia Capital Cast

05/12/25

@ Sequoia Capital

If decentralized AI providers fail to establish sustainable models, closed-source solutions may dominate the market, but successful decentralization could shift the dynamics significantly.

Sequoia Capital Cast

05/12/25

@ Sequoia Capital

American companies had to adapt quickly to scale AI inference after their previous providers' servers failed, leading to significant growth for Fireworks in capturing inference metrics.

Jared Friedman

11/23/24

@ Y Combinator

The competition among AI models is fostering a fertile marketplace, providing consumers with more choices and opportunities for founders.

Sequoia Capital Cast

05/12/25

@ Sequoia Capital

Decentralization in AI could create a financial ecosystem that supports new players and enhances service delivery, potentially leading to a more competitive landscape.

a16z Cast

05/24/25

@ a16z

The emergence of models like DeepSeek has shifted the global AI landscape, demonstrating that countries can quickly catch up and compete with established leaders.

a16z Cast

05/23/25

@ a16z

Enterprises are centralizing AI model access to manage complexity and ensure responsible use, allowing them to support multiple models and versions effectively.

Y Combinator Cast

11/01/24

@ Y Combinator

The benefits of advanced AI models may not be evenly distributed, as many people are unaware of the AI advancements that are already impacting industries.

Yann LeCun

03/20/25

@ Alex Kantrowitz

Investments in AI are currently focused on infrastructure for inference rather than developing new paradigms, which may lead to a mismatch between expectations and actual advancements in AI capabilities.