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flo crivello

T2 · manager / operator

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.

2 calls·1 name·0% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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highest conviction · one per company
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$LINDYLindy

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 US open-source alternatives will catch up.

TBPN2026-07episode →

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  • $LINDY

recurring themes

  • AI Geopolitics & Export Controls1
2 total
$LINDY
Lindy
HIGHflo crivello·TBPN·2 months ago·Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
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 US open-source alternatives will catch up.
"China is a geopolitical adversary... If there's one country that must not that cannot get to AGI... it is China... They are now using this unfair advantage to dump these artificia…"
20:33
$LINDY
Lindy
HIGHflo crivello·TBPN·2 months ago·Letter Enthusiasts, $250B, Mega-Startup School, SSI x Nvidia, ETN Raises $1.6M
Lindy founder supports ban on Chinese AI models despite company dependence
Despite Lindy's dependence on Chinese open source models, the founder supports a ban because China is a geopolitical adversary and the race for AGI is the defining struggle of our generation.
"my company's very existence depends on these models. So I should be the last one to support such regulation, but I wholeheartedly do. China is a geopolitical adversary sharing non…"
31:42
8
AI Geopolitics & Export Controlsrisk
Chinese open source models create dependency risk for American AI ecosystem
Chinese open source models like Kimmy K3 are being used by American companies, creating a dependency risk and potentially funneling revenue back to China through licensing fees, prompting calls for bans and regulatory action.