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awllau 2 days 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.

kbar13 2 days ago | parent | next [-]

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

zmmmmm 2 days ago | parent [-]

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.

JamesBarney 2 days ago | parent | prev | next [-]

This should really be the #1 comment on this post.

apparent 2 days ago | parent | prev | next [-]

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

JimsonYang 2 days ago | parent | prev [-]

Misquote? Or selective hearing for the story headline? Thats literally a 4x difference there