A community of AI labs that shares best practices with competitors, as China's open-source ecosystem does, will achieve higher collective output than one where firms compete without sharing ideas.

12:08And I I came up with a a uh a little analogy for people. I'll try and do it quickly, but imagine you had two communities. They're both farming communities and and let's say there's 10 to 20 farms in each. And in one community, they come into the farmers market once a week and they just compete by selling their products, but then they go back. in the other community when

12:29they come into farmers market they also in addition to competing and selling they they they're forced I don't know who would force them but they're forced to share all their best practices from that week >> with everybody and everyone does it and everyone shares their best practices and then if you ran that exercise over two years or whatever obviously the community where the best practices are shared across all farms is going to have

12:54a higher global output for the community than the one where you've just got proprietary ideas uh driving you know the individ and and just competition without the idea sharing and that may like even me saying that may cause some people to scream that's socialism or like you know they may not understand open source or how it works or why um but but I do think you end up with a

13:18higher fitness level for a community that's behaving that way overall you may end up with a lot less chance of a breakout monopolist like we've had in many of the the sectors in in American technology. >> Well, I mean, let's let's just assume the Chinese government is in fact encouraging this in whatever ways, right? I mean, if you look at the release of the AI action plan last week,

13:42the Trump administration, you know, had a section >> they did >> which which is about encouraging open-source and open weight models in the US >> saying that these could become standards in some businesses and academic workloads. And it's important they're built on the American AI stack. So, you know, as an aside, the Chinese quickly followed uh, you know, the the American AI plan. I think they released theirs a

14:07couple days later where they called for the establishment of a global AI cooperation organization, >> which I thought again is is is is interesting. So, you know, Bill, how do you feel about, you know, like we we we haven't seen that much traction in the US labs uh on open source? Obviously, Llama has been probably the market leader there, but this is for both of you. Uh, you know, handicap for me if