▶ 7:24 · $NVDA · Nvidia leads $18T open-source AI coalition, backs SSI to democratize AI defense

episode briefing

Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN

2026-07-28 · 15 company · 7 thematic

sentiment

11 bull1 bear3 neu

speakers

Founder of Lindy, an AI company that switched from Claude to DeepSeek. Supports a ban on Chinese open source models despite his company's dependence on them, citing national security concerns.

john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

jordi hays

Co-host of TBPN, a live technology and business show covering startups, venture capital and Silicon Valley.

tyler cosgrove

Tyler Cosgrove is guest hosting this episode of TBPN, filling in for regular co-host Jordi Hays. He contributes analysis on AI model releases, business models, and geopolitical dynamics.

quote

“And I think this is correct. I think it does democratize defensive capabilities. It also democratizes offensive capabilities potentially. But we'll have to see how good these models are at offensive capabilities.”

—jordi hays

now playing · $NVDA

$NVDA···bullish· highjohn coogan

Nvidia leads Open Secure AI Alliance framing open source as cybersecurity asset

Nvidia is strategically positioning open-source AI as a national security imperative by forming a $18T market cap coalition including Microsoft, Palantir, and SpaceX to lobby agai…

$PLTR···bullish· mediumjohn coogan

Palantir joins Nvidia's Open Secure AI Alliance for open-source cyber defense

Palantir is a founding member of the Nvidia-led Open Secure AI Alliance, aligning its defense-focused AI platform with the open-source cybersecurity coalition to counter governmen…

$SPCX···bullish· mediumjohn coogan

SpaceX joins Nvidia's Open Secure AI Alliance supporting open-source AI

SpaceX participates in the Nvidia-led coalition advocating for open-source AI as a cybersecurity asset, adding Elon Musk's influence to the $18T market cap alliance opposing gover…

$NVDA···bullish· mediumjordi hays

Nvidia leads $18T open-source AI coalition, backs SSI to democratize AI defense

Nvidia's Open Secure AI Alliance frames open-source AI as a cybersecurity asset rather than a threat, rallying $18T in market cap to oppose government restrictions; Nvidia also ba…

$PANW···bullish· mediumtyler cosgrove

Palo Alto Networks received early access to OpenAI's cyber-specialized models

Palo Alto Networks secured privileged access to GPT-5.5 cyber models, positioning it ahead of peers in integrating frontier AI into security platforms while open-source models cat…

$CRWD···bullish· mediumtyler cosgrove

CrowdStrike gained early access to GPT-5.5 cyber models for defensive security

CrowdStrike was among a select few security companies granted access to OpenAI's advanced cyber-capable models (GPT-5.5 cyber), giving it a proprietary edge in AI-driven threat de…

$DEEPSEEKbullish· mediumtyler cosgrove

DeepSeek K3 scores highly on internal cyber benchmarks, distillation makes capabilities diffuse

DeepSeek's K3 model performs well on cybersecurity benchmarks, and distillation allows capabilities to generalize beyond explicit training data.

$HUGGING-FACEbullish· mediumjordi hays

Hugging Face security incident proves defenders need open-weight models to analyze attacks

Hugging Face used a Chinese open-weight model to analyze and expel a hacking AI after proprietary models refused due to guardrails, demonstrating open systems are essential for cy…

$ANTHROPICbearish· mediumjordi hays

Anthropic's silence on open-source coalition reveals anti-open-source preference

Anthropic did not join the $18T open-source AI alliance despite pressure, revealing its preference for closed models and opposition to open-weight distribution.

$MOONSHOT-AIneutral· mediumjohn coogan

Moonshot's Kimmy K3 license demands profit share from cloud providers, funding Chinese AI flywheel

Moonshot's new license requires cloud providers serving Kimmy K3 to share profits, effectively transferring revenue to Chinese AI development and creating a dilemma for US neoclou…

$LINDYneutral· highflo crivello

Lindy founder Flo Crivello supports ban on Chinese open-source models despite business reliance on them

Flo Crivello argues Chinese open-source models are built on stolen US IP and dump artificially cheap models, so he supports a ban even though his company uses DeepSeek, trusting U…

$Y-COMBINATORbullish· mediumjordi hays

YC Startup School fills stadium, open-sourcing playbook to millions for free

YC's massive in-person Startup School event signals brand power and the strategic value of open-sourcing its curriculum, potentially disrupting traditional VC advisory models whil…

$MSFT···neutral· mediumjohn coogan

Microsoft joins Open Secure AI Alliance despite OpenAI stake

Microsoft participates in the pro-open-source coalition while maintaining its major investment in closed-source OpenAI, highlighting the strategic hedging across open and closed A…

$NVDA···bullish· highjohn coogan

Nvidia invests in SSI to 10x compute for safe superintelligence research

Nvidia is making a substantial strategic investment in Ilya Sutskever's Safe Superintelligence (SSI) to scale compute 10x over 12 months, signaling Nvidia's commitment to backing…

$SAFE-SUPERINTELLIGENCEbullish· mediumjohn coogan

Ilya Sutskever's SSI raises Nvidia partnership to scale compute 10x for alignment research

SSI has reached a research milestone warranting massive compute scaling, securing Nvidia as a strategic partner to 10x compute capacity over 12 months for safe superintelligence d…

←

▶ 7:24 · $NVDA · Nvidia leads $18T open-source AI coalition, backs SSI to democratize AI defense

episode briefing

TBPN

Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN

2026-07-28 · 15 company · 7 thematic

sentiment

11 bull1 bear3 neu

speakers

flo crivello

Founder of Lindy, an AI company that switched from Claude to DeepSeek. Supports a ban on Chinese open source models despite his company's dependence on them, citing national security concerns.

john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

jordi hays

Co-host of TBPN, a live technology and business show covering startups, venture capital and Silicon Valley.

tyler cosgrove

Tyler Cosgrove is guest hosting this episode of TBPN, filling in for regular co-host Jordi Hays. He contributes analysis on AI model releases, business models, and geopolitical dynamics.

quote

“And I think this is correct. I think it does democratize defensive capabilities. It also democratizes offensive capabilities potentially. But we'll have to see how good these models are at offensive capabilities.”

—jordi hays

now playing · $NVDA

$NVDA···bullish· highjohn coogan

Nvidia leads Open Secure AI Alliance framing open source as cybersecurity asset

Nvidia is strategically positioning open-source AI as a national security imperative by forming a $18T market cap coalition including Microsoft, Palantir, and SpaceX to lobby agai…

$PLTR···bullish· mediumjohn coogan

Palantir joins Nvidia's Open Secure AI Alliance for open-source cyber defense

Palantir is a founding member of the Nvidia-led Open Secure AI Alliance, aligning its defense-focused AI platform with the open-source cybersecurity coalition to counter governmen…

$SPCX···bullish· mediumjohn coogan

SpaceX joins Nvidia's Open Secure AI Alliance supporting open-source AI

SpaceX participates in the Nvidia-led coalition advocating for open-source AI as a cybersecurity asset, adding Elon Musk's influence to the $18T market cap alliance opposing gover…

$NVDA···bullish· mediumjordi hays

Nvidia leads $18T open-source AI coalition, backs SSI to democratize AI defense

Nvidia's Open Secure AI Alliance frames open-source AI as a cybersecurity asset rather than a threat, rallying $18T in market cap to oppose government restrictions; Nvidia also ba…

$PANW···bullish· mediumtyler cosgrove

Palo Alto Networks received early access to OpenAI's cyber-specialized models

Palo Alto Networks secured privileged access to GPT-5.5 cyber models, positioning it ahead of peers in integrating frontier AI into security platforms while open-source models cat…

$CRWD···bullish· mediumtyler cosgrove

CrowdStrike gained early access to GPT-5.5 cyber models for defensive security

CrowdStrike was among a select few security companies granted access to OpenAI's advanced cyber-capable models (GPT-5.5 cyber), giving it a proprietary edge in AI-driven threat de…

$DEEPSEEKbullish· mediumtyler cosgrove

DeepSeek K3 scores highly on internal cyber benchmarks, distillation makes capabilities diffuse

DeepSeek's K3 model performs well on cybersecurity benchmarks, and distillation allows capabilities to generalize beyond explicit training data.

$HUGGING-FACEbullish· mediumjordi hays

Hugging Face security incident proves defenders need open-weight models to analyze attacks

Hugging Face used a Chinese open-weight model to analyze and expel a hacking AI after proprietary models refused due to guardrails, demonstrating open systems are essential for cy…

$ANTHROPICbearish· mediumjordi hays

Anthropic's silence on open-source coalition reveals anti-open-source preference

Anthropic did not join the $18T open-source AI alliance despite pressure, revealing its preference for closed models and opposition to open-weight distribution.

$MOONSHOT-AIneutral· mediumjohn coogan

Moonshot's Kimmy K3 license demands profit share from cloud providers, funding Chinese AI flywheel

Moonshot's new license requires cloud providers serving Kimmy K3 to share profits, effectively transferring revenue to Chinese AI development and creating a dilemma for US neoclou…

$LINDYneutral· highflo crivello

Lindy founder Flo Crivello supports ban on Chinese open-source models despite business reliance on them

Flo Crivello argues Chinese open-source models are built on stolen US IP and dump artificially cheap models, so he supports a ban even though his company uses DeepSeek, trusting U…

$Y-COMBINATORbullish· mediumjordi hays

YC Startup School fills stadium, open-sourcing playbook to millions for free

YC's massive in-person Startup School event signals brand power and the strategic value of open-sourcing its curriculum, potentially disrupting traditional VC advisory models whil…

$MSFT···neutral· mediumjohn coogan

Microsoft joins Open Secure AI Alliance despite OpenAI stake

Microsoft participates in the pro-open-source coalition while maintaining its major investment in closed-source OpenAI, highlighting the strategic hedging across open and closed A…

$NVDA···bullish· highjohn coogan

Nvidia invests in SSI to 10x compute for safe superintelligence research

Nvidia is making a substantial strategic investment in Ilya Sutskever's Safe Superintelligence (SSI) to scale compute 10x over 12 months, signaling Nvidia's commitment to backing…

$SAFE-SUPERINTELLIGENCEbullish· mediumjohn coogan

Ilya Sutskever's SSI raises Nvidia partnership to scale compute 10x for alignment research

SSI has reached a research milestone warranting massive compute scaling, securing Nvidia as a strategic partner to 10x compute capacity over 12 months for safe superintelligence d…