“These days, when entrepreneurs pitch at Andreessen Horowitz (a16z), a major Silicon Valley venture-capital firm, there’s a high chance their startups are running on Chinese models. “I’d say there’s an 80% chance they’re using a Chinese open-source model,” notes Martin Casado, a partner at a16z.”
If the AI bubble is going to burst, you’ve got to wonder how many of today’s AI stars like OpenAI will survive it. Are they already yesterday’s people, and the future is leaner, cheaper, and built on free open-source AI? If 80% of new American start-ups are choosing Chinese open-source, you can bet that figure rises to near 100% for the rest of the world.
Silicon Valley thought they were soon going to get an AI unicorn, another world-conquering Google or Meta. Maybe, one day. For now, it looks like Chinese Open-Source AI may be the model about to spread all over the world.
You aren’t wrong, but Deepseek’s is a 600B model, so it’s kinda a different class. 20B/120B are much cheaper to run for agenic tasks. Beside, I think GLM 4.5 is where its at now :P
That being said, there’s a boatload of competition in the small model class anyway.
Yeah, there were already other models in that weight class that match or exceed GPT OSS. I just recall that it was Deepseek that took the headlines away because they happened to be the next ones to release a model afterward.
There were some in between too! Bytedance’s 36B (for instance) is incredible for its size.