Aaron Levie joins MTS to discuss why open weights models drive AI progress, how model routing creates value for enterprises, and why software engineering ambition expands with AI capabilities. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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Timestamps:

(00:00) Introduction

(00:01) Meaning of Jensen Huang's Open-Weights Letter

(00:04) Distillation as Normal Economic Activity vs Illegal Act

(00:08) Dangers of US Reliance on Chinese Open-Weights Models

(00:13) Consequences of US Open Sourcing a Frontier Model

(00:18) Business Strategy Behind Closed vs Open AI Models

(00:20) Box Evals and Industry Performance of Claude Opus 5

(00:25) Impact of AI on Software Engineering Hiring and Roles

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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.

Cheap Chinese AI Will Destroy US Margins | Aaron Levie

MTS

Cheap Chinese AI Will Destroy US Margins | Aaron Levie