Wow… this is amazing This latest episode of the @theallinpod is a complete referendum of closed source AI (ie. Anthropic/OAI) in a way I hav…

Wow… this is amazing This latest episode of the @theallinpod is a complete referendum of closed source AI (ie. Anthropic/OAI) in a way I haven’t yet heard from industry leaders Open source AI is about not just have a moment. It’s about to be a monsoon. A flood of demand. Watch the clip here from @friedberg. There’s a huge vibe shift underway. The move away from proprietary AI that captures companies IP (Ant/OAI), to Open source AI that is sovereign and owned by enterprises This is the future that Satya, Karp, and Jensen have been speaking about. I expect a tidal wave of demand for open source AI to be on our doorstep after the 4th of July festivities are over. GPU rental rates are about to soar once again Incredibly bullish for NVDA PLTR and $MSFT : all key partners in enabling this future Media

Source: Clem Delangue (X) | 2026-07-04