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32 Fear

Why OpenAI Should Be Scared of Open Source Delphi Digital Podcast

Original title: Why OpenAI Should Be Scared of Open Source

Delphi Digital 1:15:44 2,330 views on YouTube

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Summary

Tarun Chitra, founder of Gauntlet and managing partner at Robot Ventures, discusses his involvement with Nous Research and Hermes Agent on The Delphi Podcast. Robot Ventures led a $90 million funding round for Nous Research. Chitra says his backing of Nous and Hermes followed months of diligence on OpenRouter data and GitHub forks. He describes OpenClaw as the worst developer experience he has used and likens Hermes to Ubuntu rather than Android. Chitra compares OpenRouter to a decentralized exchange for AI and argues that AI inference markets resemble crypto, with money flowing to top‑layer harnesses and underlying inference providers. He notes that Microsoft and Nvidia have joined the funding round.

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Key points

  1. Tarun Chitra founded Gauntlet and is managing partner at Robot Ventures, which led a $90 million round for Nous Research
  2. He backed Nous and Hermes Agent after months of diligence on OpenRouter data and GitHub forks
  3. He called OpenClaw the worst developer experience and said Hermes is more like Ubuntu than Android
  4. He likened OpenRouter to a DEX for AI and said AI inference markets resemble crypto, with money flowing to top‑layer harnesses and underlying inference providers

Chapters

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