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Valuation Haircut Is Due for Proprietary Language Model Builders

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Manage episode 462696106 series 1532715
Content provided by TEK2day. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TEK2day or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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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524 episodes

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Manage episode 462696106 series 1532715
Content provided by TEK2day. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TEK2day or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
  continue reading

524 episodes

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