PredictionArticle

A U.S. company like Microsoft or Meta releasing a similarly capable open model soon would shift the narrative away from 'only China builds open models via distillation' and serve as a short-term off-ramp from the current policy death spiral.

The author proposes that a U.S. company releasing a competitive open-weight model would reframe the debate as collaborative rather than a China-vs-U.S. distillation issue, urging Microsoft and Meta to act quickly. ✦ AI generated

Nathan Lambert · Interconnects · 2026-07-12 · original ↗

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This is an existential priority for open-source, and the companies who have the business reasons to release open-weight models like Microsoft and Meta (commoditizing their complements) should do it ASAP. I have less faith in Meta, with the new leadership, but they benefit from mass access to AI and should not get in their own way.

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▦ Meta ▦ Microsoft ▦ Reflection AI

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Open source and decentralized AI training models, like BitTensor's subnet 62 Ridges AI, represent a disruptive orthogonal attack vector that could outcompete frontier labs by achieving near-frontier performance at a fraction of the cost through distributed contributions.Jason Calacanis and Chamath Palihapitiya · All-In Podcast · conf 70%

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extends → The US needs more domestic open-source AI models so companies aren't forced to choose only between OSS 12B and Chinese models.Andrew Feldman · All-In Podcast supports → The US needs more domestic open-source AI models so companies aren't forced to choose only between OSS 12B and Chinese models.Andrew Feldman · All-In Podcast