Nathan Lambert
Guest lecture, CS 2881R: AI Safety @ Harvard University
22 October 2026



Open weights: the trained weights are released for anyone to download and run.





Open source: weights plus training data and code, for replication, modification or study.




All of these are differentiated from the likes of Claude, GPT, etc. that are available exclusively via an API.
Open and open-source is on a spectrum (Solaiman, 2023), with the prime example being NVIDIA’s Nemotron models which release a good amount, but not all of the data used to build the model.


Fully open: weights + data + code
Open weights used for research:

Permissive: use, modify, sell, and redistribute; keep the notice
Custom licenses add conditions: These are NOT open-source licenses
Much of these have not been tested in court.



An unorganized list of supporters:


Translation: Openness lead us to so much of this AI revolution – we should continue to invest in it for the scientific benefits of a longer term impact.

Great post on why open-source AI is good for developers, large companies (in this case Meta), and the world. One of the best writings on “why” open models.

It’s a natural equilibrium for the second place player to open-source – increases competition, gains them market share and distribution, and yields soft power.
…companies have learned to use open source as a deliberate corporate-strategy tool — to neutralize a stronger competitor, commoditize an expensive input, align an industry around a shared standard, or head off a regulatory crisis.

It’s a natural equilibrium for the second place player to open-source – increases competition, gains them market share and distribution, and yields soft power.
Gurley has argued this for decades:
…Bill’s backlog is great.

Harvey, August 2026: a Kimi K3 base post-trained with Fireworks for legal work, so law firms can own their models
Mercor and SkyRL, September 2026: Qwen3.5-397B-A17B post-trained on expert data, with the script and weights released

Harvey, August 2026: a Kimi K3 base post-trained with Fireworks for legal work, so law firms can own their models
Harvey, August 2026: quality-cost frontier on Legal Agent Bench hold-out tasks; Tenet nearly doubles the all-pass rate of its Kimi K3 base at a stable cost

Chinese labs collectively wanted their models and work to matter. Many had been working on models for a very long time – e.g. Zhipu’s first open GLM model was in 2021! Other newer startups, such as Moonshot AI with Kimi decided on open weights to gain adoption.
A common urgency to gain relevance in the Western AI discourse. Chinese labs follow the US AI scene very closely, but the opposite doesn’t really exist.
DeepSeek R1’s release in Jan. 2025 sparked many other entrants into the (open) space: Ant Ling (Ant Group), Meituan (Delivery App), Xiaomi, etc.


In 2026, models under 1T parameters are “small”




It’s a regular discussion on if open models are more benchmaxxed.
I spent a long time in the last 6 months looking for analyses that show these leading open weight models have clear flaws, but they don’t really exist – at least for the absolute cutting edge (Kimi, GLM, and DeepSeek).






Distillation generally comes from the technical line of work on teacher-student knowledge distillation, a loss function that learns the shape of a distribution rather than just if the next token prediction was correct (Hinton et al., 2015).
Distillation in post-training became to be known as the set of tools for using the outputs of any model to train a downstream model (ie. most synthetic data) (Tunstall et al., 2023).
Distillation today refers to using reasoning traces from the latest models (which is hidden in APIs) to train a competitive model. A better term for this is adversarial distillation or jailbreaking reasoning APIs as it is more about illicit access than the above technical methods.
More on the history of distillation is here in my book.

Very common among Chinese research labs to have teams that work to get raw reasoning tokens back from API models.
The core of the distillation story is accessing full reasoning traces that are hidden from users.

My read:

Generally: Very little public information/research on the impact of distillation, few government actions that seem helpful, good cases that it should be legal (competition, especially to help the US open model economy).

Claude is banned in China, but developers still love it.

The evidence that China isn’t solely reliant on distillation is plentiful.
mimo.xiaomi.com/rl: public dashboard of the MiMo-V2.6 RL runs (Sep 15–20, 2026), captured Oct 20, 2026

AI compute per lab, H100-equivalents, log scale. US, end-2025, median and 90% interval China, 2025–26
Epoch AI, AI Chip Users Explorer (Dec 31, 2025; research, training, and inference, incl. rented cloud) · Dylan Patel, Aug 2026: leading Chinese labs have 100–200 MW at most, converted at 1.2–1.4 kW per H100-equivalent · SemiAnalysis, Jan 2025: DeepSeek ~50k Hopper GPUs










Hugging Face average daily unique users by month. Clément Delangue on X, Oct 10, 2026


A fun project to analyze all the arXiv papers in the 5 most popular ML categories (cs.AI, cs.CL, cs.CV, cs.LG, stat.ML) and their plain-text mentions of various model families.
I’ve scanned 370K papers so far, now I scrape every new paper on arXiv in these categories.
The stacked bar plots coming up are in perfect – they’re stacked to show more time, but they’re percentage hit rates per model family, so can be above 100% in total.





… and most of the inference/post-training market is them too!



Nov 13, 2025 · Anthropic: a Chinese state group ran 80–90% of an espionage campaign against ~30 targets through Claude Code

Jun 16, 2026 · OALABS: 1,000+ Claude Code and Codex sessions recovered from an attacker's staging server; 14+ companies breached

A “ban” of open models would likely come from regulatory uncertainty over the use of certain models, especially those from China. In the case of a regulatory ban, bad actors trying to use the powerful open models will almost certainly still have access. The likelihood of the US instituting a “great firewall” against the import of open weight models effectively is 0.
At the same time, there are many labs making models within ~1 year of the frontier of progress (10+) and the cost is still in the hundreds of millions of dollars, creeping towards billions, so many sovereigns – governments or large companies – can still build and release these models.

Many other risks have been discussed with open-weight models. Many of posited risks of open models turned out to be overblown – such as misinformation – in this case, the risks tend to involve complex forms of distribution and/or have existing human bottlenecks.
Some risks, e.g. non-consenual deepfakes, are clearly accelerated by open-weight models. Once these thresholds are passed, you can’t “un-release” the model, so the path forward requires new societal preparation.

The organizations at the front of open models should look at each model and consider the marginal risks produced by their models. Today, different AI labs have very different reads on types of risks (e.g. xAI vs Anthropic), so we need national standards on risk rather than relying on each company.
This Thinking Machines article is a great read on the balance of marginal risks alongside the benefits of openness.

Recent events have shown open models to be crucial for cyber defense (HuggingFace, OpenCode incidents), as trusted access programs run by companies cannot easily scale to the entire economy.
Closed models have been used in numerous cyber attacks, and there is no research showing that their safeguards are on track to become steadfast.
As it stands, the balance is more that both open and closed models are increasing risk, but bottlenecks exist and cyber is a complex process to diffuse. Erring on the side of helping the defender is my bet (but go read more experts on cyber).

The research community and broader society relies on open models as a tool to understand and prevent said risks!


Thanks for listening!
Slides: https://natolambert.com/slides/2026/harvard/lecture.html
Newsletter: interconnects.ai
Data: dashboard.interconnects.ai/
Contact: @natolambert / nathan@natolambert.com




Figure 13 of the MiMo-V2.6 report (Xiaomi LLM-Core Team, 2026)

