YouSaid · the spoken record
Clement Delangue
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- 30
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- 2026-07-20
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- 2026-07-20
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“We see them a lot. It's almost kind of like, I feel like young people went through the first phase of being users of AI really quick. And now a lot of them, I think, want to be builders. So we see a lot of very, very young people going on face, getting models and building products themselves or optimizing models themselves, building data sets themselves. So I see a lot of building appetites in AI for young people. In a lot of different domains, not necessarily in kind of like the most talked about domains, but also in a lot of very topics that are really not talked about. Climate change, biology, chemistry, really kind of like social media, kind of like a lot of topics that we don't really talk about that I feel like are closer to everyone's interest. And I see a lot of young people working on these things.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“You see that from OpenAI, right? The T of Transformers obviously is coming from Google, that open source transformers. And so it's more of a matter of, in my opinion, fostering an ecosystem of like open research, open source AI, which is what happened in the US, right? And kind of like fostering that progressively to bring more and more companies organizations closer to the frontier.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“I think so, yeah. Yeah, yeah. They have a lot of really great resources. They have great people. Why you already have some great labs, right? Like for a slab, Mistrown, all these people are doing amazingly and arguably they're at the frontier. They have amazing energy. Obviously, France, for example, nuclear energy, very abundant. So they could really use a lot of clean energy for AI. So yeah, I think they could. It's just a matter of kind of like focusing the energies towards that, building an ecosystem. It never, sometimes we build the stories of companies emerging out of the blue by their sheer power. But the reality is if it's more an ecosystem.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Because we're heading toward a world where like a few companies are completely dominating, concentrating all power, all capabilities, all wealth. That's much more dangerous than them maybe losing a couple of billion dollars of revenue. Yeah, I think. It's just high to Empathetize and kind of like the think that this is an important problem. I think there are many, many more, much more important problems than that in the world of AI right now.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“And, you know, I mean, the only point that I'm a little bit biased towards that if there was big competition problems, right? Where it's like, oh, it's really unfair, it's biasing competition. But it's hard for me to accept this one because frankly, you know, I mean, entropy OpenAI, they've been the fastest growing companies in the world. They come overnight trillion dollar companies. And so I don't think they have competition problems. It's hard for me to say like, oh, or entropic, poor OpenAI, you're getting unfairly competed with when you're like the fastest growing company in the world. Competition has been okay for them. If anything, I think they need more competition than less competition.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“I mean, I think distillation is a very common practice that everyone is using. I wouldn't be surprised if entropic used destination in the past for some of their models, for some of their specialized models using kind of like someone else who's better. For example, when OpenAI was better at coding, like you use this model to kind of help you a little bit in the training of your coding model. It's something that everyone uses, but that is not the main reason for success. Like if you suck, you suck with or without distillation. It's just kind of like a little bit Accelerating thing, but it's not what makes you good or bad at training models. So if you stop distillation tomorrow, the Chinese labs won't go down and disappear because it's still going to be good. It's not really going to change the game.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“To a more like long term models, which in my opinion makes much more sense. It's like AI matering, right? Like we are in the first phase of AI where it's very simple, very simplistic, everyone using just one giant intake model behind proprietary APIs. Now we're moving to the second phase of the AI field more maturing and using several models, using open source, having control building themselves. I'm quite excited about it.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Normal life, it would be like, fuck you, I'm not answering your silly question, but because it's AI and subsidized by DI Labs, all the questions are getting routed to Einstein versus in an ideal world, you can have different people, different models that are more specialized and better at answering your questions. In different domains. So that's kind of like what we're seeing and the way to route instead of giving you the model picker, I think is a very, very smart option and a better one. Low Vibo is starting to do that too, right? Like doing the routing under the hood. And I think it will, it's possible that it's going to redistribute a lot of the value capture from frontier models, which have been the case now, right? Like majority of the revenue capture was on frontier models.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“For free, like, you know, questions. There are most of the questions you ask or most of the AI workloads that people do today with frontier models could be done by models that are cheaper, faster, more customizable, more controllable, right? They don't do it because frankly, it's a pain to take the model peaker and be like, okay, this slide I'm gonna go for like a cheaper one because so you subsidize so you don't have to care because you have your subscription. So you direct everything. It's like directing everything to Einstein, right? It's like. Hey, Einstein, what's A Einstein? What's the weather today?”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Right, and so I think that's driving to this outcome of doing more routing. But there was an interesting study from Stanford published last year, end of last year that was showing that 70% of the queries that people ask to chat GPT could be accurately answered locally on your laptop.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Think so, yeah. I think what we're seeing right now is that a lot of people, companies are realizing that it's too dangerous, it's too risky, it doesn't make any sense to rely exclusively on one model. Why? Because this model can be taken away. This model can be biased. This model can refuse or tell you the wrong things. That's also what we've seen before, right? With Fable 5 before it was taken out, right? There was some domain where it was intentionally By design, kind of like telling you the wrong things, right? To confuse you. And so, I think people are realizing that we need to rely on a multitude of models.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“It's a good question. I can't talk for them. I do think there's a lot of interesting learning and progress to be made everywhere, not just at the USG, but really everywhere on evaluating. Models evaluating risks or four models. I don't think we have really good benchmark. For this, and that's a big problem in general, ultimately, I hope we'll have more transparency, right? There's this agency called CC. It's amazing. I think they're doing an amazing job and they're building up this capability to really evaluate and work on benchmark and things like that. And I'm really excited for them to take a little bit more of the workload there and kind of like take a very scientific approach to evaluating these models. And I think when they will, it's going to be really good for the fields.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“To influence you. So to me, it doesn't matter so much where open weights are coming from. It's a different game. For example, for APIs to run the inference, because if you're using an API provider or cloud from China, obviously you're sending your data. And also they could cut your access or bias your access. That's a much, much bigger problem. But for open weights and open source, it doesn't really matter where it comes from because it's kind of like you get all the control, you get all the transparency, there's no way to kind of like trick you, bias you, manipulate you, remove your access. So I think for open source, like the provenance doesn't matter as much.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, like it's open ways are fundamentally different than an API, right? The way you can restrict it is very different. So for example, if you remove an open weight from hugging face, then it's still going to be on model scope, for example, which is like the Chinese equivalent or it's going to be on torrent platforms. So like restriction looks very, very different, I think, for open source than for APIs. You can't really block because it's open almost by definition. There's going to be some ways to access them. And also provenance for open waste doesn't really matter as much because it's open. The people who are sharing it kind of like give up the control on it and give up kind of like their”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Or if you want to run really, really heavy workloads, for example, agentic workloads and really have something that runs 24-7, then doing it on your laptop or like on the Mac Mini or kind of like a local hardware makes it much more sustainable. So that would be kind of like the use cases. We have this library called Lama CPP, which is the most used runtime for local AI workloads. People are using a lot and they're using GPT OSS. They're using Gwen, Gemaphor, like all these models locally on their laptop.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“So locomodels are kind of free, right? Because they're running on your phone or on your laptop. And so you don't even have to pay for them. So they're much cheaper. They're much more privacy kind of like preserving. By design because you don't have to send your data to an API, right? Your data stays on your phone. And so we see people using it a lot for the things when it matters the most. So, for example, if you want to talk about your private health and you don't want to share that with someone else, if you want to share some of your private company data and you don't want to share it externally to an API provider,”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Obviously, a lot of companies are doing much more revenue than we do in AI these days. It hasn't really been our priority to optimize for monetization and for revenue given what we're building, which is more kind of like a usage-based platform to reach conflict harmony and empower as many AI builders as possible. But at this small scale, I think it shows that there's a business model for open source. There's a business model for open source platform. We kind of knew it, right? Because there's been GitHub before and there's been kind of like a bunch of open source successful companies. But I guess it's a validation of that. And we've seen, I mean, for the past few weeks, we've seen quite a lot of growth in terms of interest and adoption of not only open source models, but also local models.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“I think that's more like the way we approach it. And also being less good at bad things doesn't mean that you can't be better at good things. Maybe open source is better at solving people's problems. Maybe it's better at helping do stuff really, really, really important, but it's worth at creating cybersecurity attacks. That would be kind of like the ideal case. People right now are talking about frontier as kind of like these general thing. The reality is that the frontier is kind of like jagged between different tasks, different domains, right? This one model is going to be better at some things. And it's going to be worse to do other things. I think that's more kind of like how we should approach it. Does it make sense”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“So, because it solves different problems. I sometimes take the example of local models, local intelligence, being able to be on a flight in airplane mode without network and still be able to get intelligence You can only get that with open source, right? Like you can't get that with API. There's just got literally no way to do that. So I think it's just different layers of the stack. And actually open source is on top of closed source. So a lot of the closed source is using open source models and is using open source infrastructure. And it solves different things. The analogy is like, you know, open source maybe is the engine and the API is the car, right? And obviously the engine is never going to be like a Ferrari, but that's what compact powers the Ferrari.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“That's rather then talking about removing the ability to release or putting safeguards after the fact that we know are not really working because everyone can jailbreak them. So I think I wouldn't be totally surprised if the open source community just because it's structurally very differently set up than the big labs are actually taking different directions at keeps it kind of like safer and never really requires the kind of regulation that you need in kind of like closed source AI labs.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Of resources. So it's much less like some players than some others. So I think there's also a path where open source keeps building kind of like more specialized models for different domains and not necessarily for the domains that are presenting the biggest risks. I don't think it's automatic that you build a more powerful model that it's more dangerous for cybersecurity, for example. You could build a more powerful model that is not more dangerous for cybersecurity. For example, if you don't train it on cybersecurity, which weirdly people are not really talking about. Why are we not talking about?”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“I'm not that sure because there's this weird thing where basically the most dangerous things usually are not so much developed in open source. Maybe it's this thing that people say like sunlight is the best disinfectant. Funny thing is that sometimes safety people are talking about the nuclear bomb has never been built in open source and I think it would have never been built in open source. It's been built in a closed source proprietary team with billions of dollars of”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Totally. I agree that open source models are less dangerous now, but in six months if trends continue, you're going to have an open source model from somewhere with Mythos level capabilities that freaks out the government. And you could imagine them at least wanting to restrict open source models at that time.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“So I don't think it would make sense. I don't think it's going to get to open source just because of some of these differences. A more high level, I think in general, open source AI is much, much safer than proprietary AI or a bunch of different reasons that I've talked about in different outlets. So I think the approach there is going to be, hopefully, is going to be a little bit different between kind of like closed source, proprietary frontier models, and then the rest of the industry and the ecosystem that has, in my opinion, posed much less danger, much less threats, where we want to keep kind of like supporting and building up to focus on competition, to enable kind of like little tech, small. Companies everyone to be able to basically participate in AI.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“I don't think so because I think open source models are inherently less dangerous than kind of like the models that are getting restricted now because these models are little ahead in terms of like being closer to the frontier. Also open source models are less generalist, they're more specialized and it's just like nobody or very, very few people focusing on building dangerous like cybersecurity capabilities. So it's like a little bit different than kind of like the proprietary labs.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“And so I don't really blame them for doing things like that. I just hope that progressively we'll get a little bit more transparency about what is safe, not safe, so more focus on transparent evaluation of models and things like that. I also hope that it's going to stay contained to a few frontier journalist models because frankly, I think they're the most dangerous ones, right? And also these companies are trillion dollar companies with armies of DC people. So they can kind of like deal with it. I hope it's going to stay contained to that and not permeate to a lot of different players. For example, startups. Small companies, you know, academia, or like people don't necessarily have the money, the size, the ability to really deal with these things, that would be kind of like my main concern.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Interest from a lot of people in the USG to really understand the risks of AI and they kind of like a safe approach to the deployment of frontier models. To be honest, I can't really blame them because of the fact that the frontier labs were basically doom marketing for the past few years, right? Like if you remember GPT-2 was too dangerous to release, right? It was like what, like four, four, five years ago.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, so it was funny. I was in DC last week, so it was kind of like had some sort of Florent Rosie to what was happening. Interesting anecdote is that we bumped into Tom Brown there, like the co-founder of Enchopic. And we were like, oh, it seems to be like a change of staff or something like that before it was made public that they changed a little bit the people talking to the White House there. Listen, I mean, what I've seen, what I'm hearing is that there's a lot of...”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“We are back with Clement Delong from Hugging Face, his second time on MTS, Huggingface is basically the open source AI platform, so Clem, welcome back to MTS. Absolutely. Well, go on. I think we're about to say the same thing. Yeah, we were talking about this interesting recent piece of news where basically the government is going to restrict GPT 5.6's release sort of unilaterally basically without precedent. I don't think the government has ever asked a frontier lab not to release a model before. Certainly a government has not asked a frontier lab to be able to oversee which customers the model is released to. This seems very unnatural. What are your takes on this?”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source
“I think distillation is a very common practice that everyone is using. It's something that everyone uses, but that is not the main reason for success. Like if you suck, you suck with or without distillation. It's hard for me to say like, oh, or entropic poor open AI, you're getting unfairly competed with when you're like the fastest growing company in the world. If anything, I think they need more competition and less competition. Because we're heading towards a world where a few companies are completely dominating, concentrating all power, all capabilities, all wealth. And that's much more dangerous than them maybe losing a couple of billion dollars of revenue.”
2026-07-20 · a16z Podcast · Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition · IDENTIFIED FROM THE TRANSCRIPT · source