Comment by awllau

21 hours ago

Casado says he was misquoted and walked this back: https://x.com/martin_casado/status/1990462245541982546

"Well, not quite. I'd say 20-30% use open source. Of those I'd say 80% use Chinese based models. So closer to 16-24%."

Reads pretty differently.

5 comments

awllau

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kbar13  20 hours ago

yeah and the gap between "use open source" and "use open source as their primary model" is probably p large

  • zmmmmm  18 hours ago

    yes... I think for startups there's a strong desire to demonstrate technical independence - there's a strong smell with looking like a wrapper on Anthropic or OpenAI. With an open model you can weave a story where you are exercising differentiating knowhow by deploying or tuning models yourself.

apparent  20 hours ago

Wow, that kind of undermines the entire premise of the piece. It also makes much more sense. Thanks for digging that up!