Podbit · The a16z Show
The US government's move to restrict GPT-4.6's release is unprecedented — but Clément Delangue says frontier labs brought it on themselves with years of doom marketing. He hopes the restrictions stay contained to a few frontier generalist models and don't spill over to startups, academia, or smaller players.
The most capable open-weight models right now are Kimi K3, Deepseek, and Qwen — all Chinese. Sriram Krishnan says flatly: he would much rather the leading models be American. Gemma, Nimotron, and new startups are trying, but the U.S. is currently behind.
Chinese AI companies can distill reasoning traces from American models with little consequence. Meanwhile, a Silicon Valley startup trying to do the same with another American model faces genuine legal uncertainty. Sriram Krishnan, citing Dean Meyer of Sequoia and Ben Thompson, says this uneven playing field needs to be fixed.
Federal preemption sounds principled, but Kalanick calls it out plainly: it's regulatory capture. Companies pushing for federal AI rules want to squeeze out competitors. Uber never proposed rules that benefited them over others — they just opened markets and competed. He warns listeners to watch which closed-weight AI companies are suddenly eager to be regulated.
Every systemically bad transport rule traces back to trial lawyers and insurance companies. Insurers love predictable accidents — they show up in actuarial tables and generate premiums. Autonomous vehicles threaten that model. Kalanick revealed Uber was hit with a $1.5M-per-ride insurance requirement in D.C., vs. $25K for taxis — a gift to both industries.
Temporary U.S. tariffs under Section 122 of the 1974 Trade Act expire at 12:01 a.m. Friday with no congressional action expected. New duties will likely come under Section 301, framed around alleged forced labor — and a 50% tariff on most Canadian goods is already in place.
When Waymo tries to deploy in a third country, governments are far more resistant than they ever were to a browser or even a social media platform. Physical AI — machines that move in the real world — will become a sovereignty issue. Applied Intuition's horizontal, government-partnering model is designed exactly for this fracturing world.
Remove an open-weight model from Hugging Face and it immediately reappears on ModelScope or torrent platforms. Unlike APIs — where access can be cut and data is transmitted — open weights give users full control and transparency by design, making country-of-origin largely irrelevant.
Galloway supported the US military strike on Iran, believing it could topple the regime and liberate the Iranian people. He was wrong. He failed to account for the Strait of Hormuz, the geopolitical complexity, and Trump's incompetence — and says he needs to own it.
The top six open-weight models globally are currently Chinese-built. Lin Qiao argues that once a model is open, enterprises can wrap their own guardrails around it, but the deeper point is that every model — Chinese or American — encodes its creator's judgment and taste, which always needs tuning.
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