Soaring AI Costs Spur Fresh Interest in Open Source Models

For the first time in ~3 years, it feels like the AI table has been flipped over. Yes, the labs and hyperscalers will have the highest chance of resetting it before everyone else, given their vast capital, frontier model, and compute advantages.

But there is now a window for a new ecosystem to emerge. A "rebel alliance," which is what we're calling it at @USV.

We are excited by open weight models, distributed compute, human-aligned agents, routing, open source harnesses, the orchestration layer, and a lot more.

Basically, anything that gives people and enterprises powerful intelligence while maintaining tight incentive alignment, we're into it.