The Most Important AI Company You’ve Never Heard Of
About 80% of US AI startups are running Chinese open-source models, according to a US-China Economic and Security Review Commission report, and there is no reliable way to audit them. Reflection AI is the first Western lab spending at frontier scale to change that.
The company is worth $25 billion, was founded in 2024 by two former Google DeepMind
researchers, and agreed to pay SpaceX $150 million a month through 2029 for Nvidia GB300
capacity at Colossus 2.
Timestamps
0:00 A Startup With Nothing To Sell
2:30 Open Source Versus Open Weight
4:24 The Privacy Argument
5:52 China Wiped The Floor
7:39 Spending Before Shipping
9:56 Why Nvidia Funds Rivals
13:43 The AI Factory
14:54 Nobody Makes Money Here
17:05 Two Customers, One Risk
19:27 Can Open Source Win
21:43 Nothing To Audit
#OpenSourceAI #ReflectionAI #Nvidia #DeepSeek #AI #YahooFinance #InTheLoop
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