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Byron Deeter
Bessemer Venture Partners
First call on the ledger
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Where they stand
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He attributes the chip selloff to 'a little profit seeking after the epic run-up that the hardware stocks have had' @0:20, calls Kimi 'a fine model. It's memory intensive and slow, but it is performant' @0:31, and closes that downstream-impact fears on leading models and hardware stocks are 'wildly outblown... Those cases are preposterous' @3:32.
“But this notion that Chinese models are suddenly going to crater demand and change these cost curves, I think it is totally misplaced.”
'I think the frontier models are going to continue to lead as they have for the last many years' @1:08; predicts Chinese open-weights will be shown to be 'trained on distillation attacks on the US models' @1:37, expects 'some level of regulation' against Chinese-model dumping @2:18, and sees leaders able 'to walk the prices down on their models pretty quickly' @3:15.
“But corporate America is not going to chase fractions of pennies per token and embrace Chinese technology for their most critical data assets, market needs, and product needs.”
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