Ambient co-founder says open source will win and calls closed AI a bad infrastructure bet
IridiumEagle · x · 2026-07-28
A Delphi podcast with Ambient co-founder Travis argues that open-source AI will win and that OpenAI and Anthropic are making a strategic mistake by betting against it.
- He says closed AI providers cannot be trusted as infrastructure.
- The discussion covers China’s open-source advantage, what happens if OpenAI reaches AGI, and prompt injection as an unsolved safety problem.
- It also touches on the AI CapEx bubble, a possible AI winter, and how Ambient is building an “Uber for inference.”
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