Sriram Krishnan on Open Source AI's Biggest Week Yet

We kind of bring it back to very business first principles. If you're providing a product of value, capitalism will find a way to make the supply chain work for you. So if you have an open made model that is providing value, that means that every part of the stack underneath, whether it is a new cloud, the chip provider, somebody who provides gas turbines or fire suppression is going to orient itself to provide value. If you're providing a product of value, capitalism will take care of all the rest. If you go look at how the rest of the ecosystem is doing, the growth is pretty strong and spectacular, and I think you're gonna see that continue. Open source AI is moving faster than ever, and the balance of power in the industry may be shifting. In this episode, Theo Jaffe and Sofia Puccini are joined by former White House AI policy advisor, Sriram Krishnan, to unpack what the latest wave of open models means for Frontier Labs, AI policy, pricing, cybersecurity, and America's position in the global AI race. We are back. We are live with Shriram Krishnan who just finished his tenure as the senior White House policy adviser on artificial intelligence. Previously, he's a general partner at Andreessen Horowitz and held senior roles at Microsoft, Meta, Snap, and Twitter. So, Shriram, we're so glad to have you on. Welcome to MTS. Thank you. I've been a fan of everything you folks have been doing for the, you know, last few months and excited to be here. I think this is the first time in about two years I've been able to do a video appearance without a suit and tie on. So, I am so excited, to to be out of that. Yeah. Amazing. So there's so much going on in open source last week. We just discussed, we had, Grok Build was open source, and then we had Thinking Machines and then Kimmy k three and then Quen three point eight. So, you tweeted the other day, Kimmy k three is a big moment with multiple implications for the entire industry. Could you go into a little more detail on that? What are these implications? So, if you go back maybe four, five months, I think there was a moment in time when the only leading models, where, I think, Opus 46 or four seven at the time, GPD five four or five five or wherever be aware, and it felt like there was really no one else. And we were on this curve of self improvement where the Frontier Labs were really going to draw really far away from everyone else. I think the last few weeks, if you are in the token consumption business, which I am and I think many of, you and your viewers are, it's been a great time. Because let's see. You had Elon, and Michael at Cursor, you know, the SpaceX x AI team come out …