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#Openinfra Reel by @thepeelpod - Eric Vishria of Benchmark breaks down why they bet on open-source AI over closed labs - and why open-weight models like Llama are giving builders a se
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@thepeelpod
Eric Vishria of Benchmark breaks down why they bet on open-source AI over closed labs — and why open-weight models like Llama are giving builders a serious edge. ⁣ ⁣ Benchmark made one AI lab investment in 2022, and it was open-source. Vishria explains how open-weight models are unlocking a new wave of customization — fine-tuning, RL, and more — and why early bets on companies like Sierra, Allegro, and Fireworks made sense at the time. ⁣ ⁣ #AI #OpenSource #VentureCapital #ThePeel
#Openinfra Reel by @semianalysis (verified account) - "This time is different" - famous last words, or the actual truth? We broke down the real signs of AI demand and whether we're approaching a peak or j
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@semianalysis
"This time is different" — famous last words, or the actual truth? We broke down the real signs of AI demand and whether we're approaching a peak or just getting warmed up. 💾 Save this if you're tracking the AI infrastructure cycle. Watch the full episode on youtube.com/@SemianalysisWeekly #SemiAnalysis #SAIL #AIdemand #semiconductors #AIinfrastructure #techanalysis #deeptech
#Openinfra Reel by @vikobo_com - 🤯 Open source dominates 85% of AI tokens... but proprietary giants still pulling $6B/month? The AI market's TAM is way bigger than anyone imagined. B
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@vikobo_com
🤯 Open source dominates 85% of AI tokens... but proprietary giants still pulling $6B/month? The AI market's TAM is way bigger than anyone imagined. Brad Gerstner from All-In Podcast spills the insights—watch till the end! From oil shocks to AI booms, this clip covers it all. #AI #TechPodcast #OpenSourceAI #AIGiants #AllInPodcast
#Openinfra Reel by @mavka_capital - Again, in this week's Sector Snapshot we're coving physical AI: robotics and embodied AI systems built for industrial deployment. In three of this wee
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@mavka_capital
Again, in this week’s Sector Snapshot we’re coving physical AI: robotics and embodied AI systems built for industrial deployment. In three of this week’s five deals, the investor and the customer are the same entity — a structural compression with direct implications for founder leverage. When the same entity holds both roles, the terms of one agreement have historically influenced the terms of the other.� (Data reflects publicly announced funding and M&A as of March 2, 2026.)
#Openinfra Reel by @jahbaritaylor (verified account) - OpenAI shut down the Sora app after only months of being launched. This pivot comes only months before a potential IPO
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@jahbaritaylor
OpenAI shut down the Sora app after only months of being launched. This pivot comes only months before a potential IPO
#Openinfra Reel by @cfr_org (verified account) - "I think that OpenAI has a 50% chance of going bust because it just can't raise the capital to get to the future where it might be profitable," says h
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@cfr_org
“I think that OpenAI has a 50% chance of going bust because it just can’t raise the capital to get to the future where it might be profitable,” says host Sebastian Mallaby in the latest episode of The Spillover podcast, referring to projections that OpenAI will lose some $660 billion by 2030. Watch or listen to the episode at the link in our bio or wherever you get podcasts.
#Openinfra Reel by @venturecapitalfm - OpenAI raised $40B at a $300B valuation. 🤯 That's bigger than the largest IPO ever: Saudi Aramco's $25.6B raise. Private markets are now doing publ
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@venturecapitalfm
OpenAI raised $40B at a $300B valuation. 🤯 That’s bigger than the largest IPO ever: Saudi Aramco’s $25.6B raise. Private markets are now doing public-market sized financings. 💬 Is this a bubble… or the beginning of an AI infrastructure supercycle?
#Openinfra Reel by @benedictdayas - OPEN AI SHUTDOWNS AI VIDEO GENERATOR SORA Sora was a revolutionary generative AI video model developed by OpenAI that transformed text prompts and im
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@benedictdayas
OPEN AI SHUTDOWNS AI VIDEO GENERATOR SORA Sora was a revolutionary generative AI video model developed by OpenAI that transformed text prompts and images into short, realistic videos. #Sora #OpenAI #OutsideThePod
#Openinfra Reel by @bytesofthefuture - Building scalable infrastructure for ALL models, open source or not. We're committed to supporting diverse AI needs with hyper-scale capabilities. #AI
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@bytesofthefuture
Building scalable infrastructure for ALL models, open source or not. We're committed to supporting diverse AI needs with hyper-scale capabilities. #AIScalability #Infrastructure #OpenSourceAI #OpenAI #FutureOfAI #TechInnovation #AIModels #DeepTech
#Openinfra Reel by @weareplootus - This week: rising oil prices threaten a global recession, @openai pivots away from consumer apps, and @ups bets big on the AI-driven semiconductor boo
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@weareplootus
This week: rising oil prices threaten a global recession, @openai pivots away from consumer apps, and @ups bets big on the AI-driven semiconductor boom.
#Openinfra Reel by @agtpinsights - Is OpenAI Quitting Video? The Truth About Sora and AI Profits #OpenAI #Sora #AInews #TechTrends #ArtificialIntelligence
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@agtpinsights
Is OpenAI Quitting Video? The Truth About Sora and AI Profits #OpenAI #Sora #AInews #TechTrends #ArtificialIntelligence
#Openinfra Reel by @agtpinsights - We're diving into OpenAI's strategy for scaling toward AGI through massive investment. The approach emphasizes gigantic training runs, premium infrast
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@agtpinsights
We're diving into OpenAI's strategy for scaling toward AGI through massive investment. The approach emphasizes gigantic training runs, premium infrastructure with the best chips, servers, and data centers, plus unconventional deployment strategies extending to space and underwater locations. OpenAI's mission remains to ensure AGI benefits humanity, but the operational focus is on building for very large scale deployment.

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