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TechCheck

OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25

TechCheck

CNBC

Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.856 Ratings

🗓️ 5 August 2025

⏱️ 6 minutes

🧾️ Download transcript

Summary

OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong report, we look at the defense-tech’s efficiency strategy.

Transcript

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0:00.0

Open AI just announcing two new open weight AI models. Those are models where some of the parameters around how they're trained are public and accessible.

0:09.6

McKinsey Sagalos is here. She's got more on how this could change the AI race in today's tech check.

0:15.1

And Mac, we're talking about not completely open source, but a little bit.

0:19.4

And that's a really important distinction here, Becky.

0:21.6

So OpenAI is shifting strategy today, making its tech more accessible than it's been in six years,

0:27.6

because until now, you could only use OpenAI models through the cloud or chat and web apps like ChatGBTGBT.

0:34.6

But with this release, developers can download open weight models and

0:38.5

build your apps around them. So this is similar to what Meta, Microsoft-backed Mistral,

0:44.1

and China's Deep Seek have already done. A model's weights are the values inside the network

0:49.1

that get set during training. So making them public means that developers can freely modify

0:53.9

and run the AI on their

0:55.7

own systems. But to your point, Becky, it is not fully open source. Open AI still is not sharing

1:01.6

its training data or entire code base, but it's cheaper to operate and better suited for sensitive

1:06.8

work that companies don't want running in the cloud. Now, Sam Altman said months ago that Open AI had been on the wrong side of history by keeping its AI locked up.

1:15.6

And this shift also comes after DeepSeaks breakout success and the widespread adoption of Meta's Lama models.

1:22.6

But now, meta itself is rethinking how open its next generation will be, something that Mark Zuckerberg suggested on last week's earnings call as OpenAI moves in the exact opposite direction.

1:34.4

So today's launch makes OpenAI pretty much the only U.S. LLM builder that's actively leaning into a more open approach aiming to grow its developer ecosystem,

1:43.9

while also going head to head

1:45.8

with Chinese rivals like Deep Seek and Kimi K2 as Altman doubles down on this American AI

1:51.9

dominance. Becky?

1:53.4

So it's kind of exactly what Elon Musk said he wanted Sam Altman and Open AI to do to begin

1:58.7

with?

...

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