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3 quotes from 3 episodes on 20VC with Harry Stebbings, each with a timestamped link to the source.
Jason Lemkin argued that enterprise market share for open-weight AI models has already reached its peak. Nobody on the floor wanted to use an open-weight model, and public evals require asterisks and daggers.
Every single AI evaluation requires asterisks and daggers beside the published results, according to Jason Lemkin.
“I found that every single eval needs like three asterisks and four daggers next to it today…”
Nobody on the conference floor wanted to run open-weight models, leading Jason Lemkin to conclude that enterprise adoption reached its top.
“…no one wants to use an openweight model on the floor that I talked to nobody so I just think the market share is peaked.”
From AI Inference and the Open-Source Peak: Jack Altman vs Jason Lemkin
Strong performance by Nvidia means the broader tech industry will succeed, according to Jason Lemkin.
“…broadly speaking, if Nvidia is crushing it, everyone's going to crush it. Like, everything's green.”
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