Proprietary LLM builders need to experience a valuation haircut as open source LLMs take share from proprietary LLMs.
Proprietary LLM builders (OpenAI, Anthropic, Google, Microsoft, Amazon), have enjoyed lofty valuations over the past several years. Given the rise of open source competitors - which are on par with proprietary models from a performance standpoint and can be operated at a fraction of the cost - the proprietary model builders should suffer a valuation haircut.
I believe that open source LLM builders such as DeepSeek and META will win the day and that 80% of LLMs and SLMs in production 5 years from now will be open source language models.
https://open.substack.com/pub/tek2day/p/valuation-haircut-is-due-for-proprietary?r=1rp1p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
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Proprietary LLM builders need to experience a valuation haircut as open source LLMs take share from proprietary LLMs.
Proprietary LLM builders (OpenAI, Anthropic, Google, Microsoft, Amazon), have enjoyed lofty valuations over the past several years. Given the rise of open source competitors - which are on par with proprietary models from a performance standpoint and can be operated at a fraction of the cost - the proprietary model builders should suffer a valuation haircut.
I believe that open source LLM builders such as DeepSeek and META will win the day and that 80% of LLMs and SLMs in production 5 years from now will be open source language models.
https://open.substack.com/pub/tek2day/p/valuation-haircut-is-due-for-proprietary?r=1rp1p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
Ep. 497: NVIDIA Insiders Selling and Generative AI
TEK2day Podcast
11 minutes 47 seconds
1 year ago
Ep. 497: NVIDIA Insiders Selling and Generative AI
We cover NVIDIA's insider activity which is heavily weighted toward insiders selling. In fact, over the past 3 months, 99% of NVDA insider transactions have been share sales. We also cover Gen AI.
TEK2day Podcast
Proprietary LLM builders need to experience a valuation haircut as open source LLMs take share from proprietary LLMs.
Proprietary LLM builders (OpenAI, Anthropic, Google, Microsoft, Amazon), have enjoyed lofty valuations over the past several years. Given the rise of open source competitors - which are on par with proprietary models from a performance standpoint and can be operated at a fraction of the cost - the proprietary model builders should suffer a valuation haircut.
I believe that open source LLM builders such as DeepSeek and META will win the day and that 80% of LLMs and SLMs in production 5 years from now will be open source language models.
https://open.substack.com/pub/tek2day/p/valuation-haircut-is-due-for-proprietary?r=1rp1p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
