Smash Notes

Back to The American Startup Taking On China’s AI Models, with Misha Laskin.

Why Does America Need Its Own Open AI Models?

Misha Laskin says America needs its own open AI models because open technology is what other countries adopt, and the country that ships it brings its infrastructure with it. About a year before this conversation, Western open models were falling behind. Chinese open models arrived strong, including DeepSeek V3, around the same time reasoning models reached the public, and a wider set of strong Chinese models followed. Reflection's answer was to take on what he calls the open intelligence mission.

The pattern is already familiar. Linux is the widely adopted operating system for computers, Android is the one for phones, and internet protocols are open. Those came from America, and the rest of the world adopted them. Open technology becomes the foundation everyone builds on, and it carries the infrastructure of the country that originated it. If only one country produces the open models, other countries depend on those models and on that country's infrastructure.

He treats that as more than a product contest. America has to field the best open-source AI software and models, so allies, the wider world, and people inside the country build on American open intelligence.

Transcript

The American Startup Taking On China’s AI Models ·

Prof G Markets

More from this episode

  1. Why Did Misha Laskin Get Into Physics?Misha Laskin got interested in physics after he moved to the United States as a kid.
  2. Why Did Misha Laskin Start Reflection?Misha Laskin started Reflection in 2024 because the models then were good at chat and not at work someone could leave them to finish.
  3. What Is the Difference Between an Open and a Closed AI Model?Misha Laskin says a closed AI model is something you can only rent, and an open model is something you can own.
  4. How Does Reflection Make Money From an Open Model?Misha Laskin says Reflection makes money from Beam, its open model, by charging enterprises and the public sector for the systems around it: serving…
  5. Why Should AI Intelligence Get Cheaper?Misha Laskin says the amount of intelligence available per watt will keep increasing, so the cost of intelligence should be driven down as far as possible in…
  6. Why Are Open AI Model Builders Six Months Ahead?Misha Laskin says an open model builder stays six months ahead because building the model also builds a state-of-the-art stack for serving it, for agents…
  7. Are Chinese Open AI Models a Gift to American Startups?Misha Laskin says Chinese open models are a gift to American startups, and he rejects the idea that the releases are simply bad for Western markets.
  8. How Do Chinese Open Models Spread Chinese Chips?Misha Laskin says Chinese open models threaten American national security because countries that adopt them also get locked into Chinese chips and data centers.
  9. What Is Reflection Building?Misha Laskin says Reflection is building a generational company around open models, and he wants it to be a leader rather than the only American lab in the…

People

More answers like this

More with Ed Elson

Related episodes

Plays from this note through the rest of the episode.

Weekly highlights

One letter a week.

The notes worth hearing, with the minute they were said.