Jul 30, 2026 · 42 min · 10 segments
Venture capital used to be the most patient money in finance. So why does it suddenly look like day trading? This week on Great Chat, the group digs into tech’s short-term era: founders leaving their…
backstory on like how this popped up? I think on Thursday, was it Thursday? It was whenever Jensen joined Twitter where he was like-
I actually haven't looked to see if that was the most quickly followed new account of all time.
Maybe there's like a celebrity who outpaced him.
But yeah, Jensen with the mic drop, with an open letter, of which obviously NVIDIA was a signatory, making the case for open weight models, like being – critically important to economic prosperity and freedom versus this idea that we're just going to have a couple vertically integrated AI labs, closed models that eat every part of the stack and It was on the heels of the Kimi model release and a lot of excitement around open source and then maybe some growing speculation that the government may shut some of this down, especially when it comes to Chinese open weight models.
So yeah, so a bunch of heavyweights got together, published this letter.
And Helen, to your point, it was really fun to see who was on it and who was not.
I was very proud to see Box's little logo there.
I was like, oh, we're like...
Oh, and they were, like, original.
I think when the first, like, when the Jensen letter dropped, right?
It was kind of a...
Both with a little bit of a random mashup, but overall, like just sort of took over the internet and the narrative swung from like a few labs to rule them all to like, you know, this is the future.
Open source, open models are the future.
And, you know, anyone who stands in their way is against like this broader sort of like economic prosperity philosophy.
for this country.
So I thought it was very artfully done, if somewhat random in terms of the collection and sequencing of logos.
Who was this letter for, in your opinion? Like, who are they trying to reach or convince? Or like, what is the point
backstory on like how this popped up? I think on Thursday, was it Thursday? It was whenever Jensen joined Twitter where he was like-
I actually haven't looked to see if that was the most quickly followed new account of all time.
Maybe there's like a celebrity who outpaced him.
But yeah, Jensen with the mic drop, with an open letter, of which obviously NVIDIA was a signatory, making the case for open weight models, like being – critically important to economic prosperity and freedom versus this idea that we're just going to have a couple vertically integrated AI labs, closed models that eat every part of the stack and It was on the heels of the Kimi model release and a lot of excitement around open source and then maybe some growing speculation that the government may shut some of this down, especially when it comes to Chinese open weight models.
So yeah, so a bunch of heavyweights got together, published this letter.
And Helen, to your point, it was really fun to see who was on it and who was not.
I was very proud to see Box's little logo there.
I was like, oh, we're like...
Oh, and they were, like, original.
I think when the first, like, when the Jensen letter dropped, right?
It was kind of a...
Both with a little bit of a random mashup, but overall, like just sort of took over the internet and the narrative swung from like a few labs to rule them all to like, you know, this is the future.
Open source, open models are the future.
And, you know, anyone who stands in their way is against like this broader sort of like economic prosperity philosophy.
for this country.
So I thought it was very artfully done, if somewhat random in terms of the collection and sequencing of logos.
Who was this letter for, in your opinion? Like, who are they trying to reach or convince? Or like, what is the point
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