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TechCheck

OpenAI to launch open-weight model 4/1/25

TechCheck

CNBC

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

4.856 Ratings

🗓️ 1 April 2025

⏱️ 6 minutes

🧾️ Download transcript

Summary

OpenAI raising a record-setting $40 Billion in its latest funding round, and announcing a new open-weight model in the works. We look at what OpenAI stands to gain from its shift in strategy.

Transcript

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0:00.0

In addition to that new funding, OpenAI, also announcing a major shift in its AI strategy,

0:05.2

now set to release a new open wave model in the coming months. That's according to Sam Altman.

0:10.0

Our dear Derbosa has the details in today's tech check. Morning, Dee.

0:13.7

Hey, good morning, Carl. So this piece that did go under the radar, given that huge funding round,

0:18.4

but it's a potentially game-changing shift that's months

0:21.8

in the making. Post-deep-seek, Sam Altman, he admitted that the startup has been on the wrong

0:26.1

side of history when it comes to open sourcing its technologies. And so yesterday afternoon,

0:30.8

he announced an open-weight language model with reasoning, says it'll be released in the coming

0:35.3

months. Now, there's still a bunch of unanswered questions,

0:38.3

like which model will it open source? If it is a smaller, less advanced reasoning model, perhaps

0:43.5

it's just a token gesture. But if it is their frontier model, GBT 4.5, that would signal

0:49.4

a fundamental shift in OpenAI's business model and competitive strategy. I spoke to a source this morning who was skeptical it would be the latter, but even a token

0:59.0

gesture in open source accomplishes a few key objectives.

1:03.0

One, it could be seen as a rebuttal to Elon Musk's argument that Open AI has strayed from its founding mission.

1:09.0

Two, it could pressure leading open players like Meta, Mistral, DeepSeek, to up their own game.

1:15.9

Three, it helps Open AI re-engage with the developer community.

1:19.2

Four, a more efficient open model that could lower the costs of its APIs, making it more competitive in the enterprise space.

1:27.3

And finally, guys, an open source

1:29.1

model could be a strategic move in the global AI race, reinforcing Open AI's position as a leader

1:35.0

in responsible AI development and potentially earned the backing of the U.S. administration that we

1:39.9

know is concerned about this race between the U.S. and China. Last week, I was at J.P. Morgan's

1:44.6

Tech 100 in Yellowstone, organized by its global chair of investment banking, Maddoon and

...

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