“OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf – The MAD Podcast with Matt Turck

“OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf – The MAD Podcast with Matt Turck — Transcript

Market views

Bullish

OPENSOURCE— Open source AI models are staying close to frontier capabilities and driving enterprise adoption through cost control and model routing strategies. The ecosystem is thriving with strong revenue growth across inference providers.
NVDA— NVIDIA has clear motivation to support open source AI as it drives chip sales, and they are training very good models themselves, positioning them well in the open source ecosystem.
LIFESCIENCE— Life science companies are switching to open source models due to guardrail limitations on closed source models, creating opportunities for companies building in biology and healthcare with open models.
GAMING— Gaming and video companies are building on open source models by fine-tuning them with action loops, enabling real-time gaming applications that closed models don't support.
ROBOTICS— Robotics companies are leveraging open source models and fine-tuning them on robotic data, creating opportunities in the robotics sector built on open foundations.

Bearish

CLOSEDSOURCE— Closed source AI models are showing alignment failures, deceptive behavior, and inability to help with cybersecurity defense due to overly restrictive guardrails. They may also be venture-capital subsidized at unsustainable prices.
OLIGOPOLY— Concentration of AI power in just two companies creates risks around competitiveness, pricing, and innovation limitations. An oligopoly structure would be suboptimal for the market.

Not investment advice.