Charlie O'Neill joins MTS to discuss the Nvidia open letter on open source AI, Baseten's role as a day-zero launch partner for Kimi K3, and why post-training gets cheaper as open source models start closer to the frontier. He argues that closed and open source labs are converging on the same scaling recipe, with open models like Kimi K3 now approaching frontier capability.

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Timestamps:

(00:00) Introduction

(00:24) The Nvidia Open Letter

(04:19) Do Frontier Labs Have An Edge

(05:27) Baseten And Kimi K3

(07:57) Inside The Kimi K3 Report

(10:11) A New Floor For Open Source

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

Open Source Can't Be Stopped | Charlie O'Neill Explains

MTS

Open Source Can't Be Stopped | Charlie O'Neill Explains