
Open Source Startups Boom: AI and LLMs Drive Growth
- Forecast for 6 months: We expect to see a continued surge in the adoption of open source AI and LLMs, with more companies like Ollama and Zed Industries gaining traction. GitHub’s top-trending project list is likely to feature more AI-related projects, and we may see the emergence of new players in the market.
- Forecast for 1 year: By the end of 2025, we anticipate that at least 15 of the top 20 ROSS Index companies will be AI-related, with a significant increase in the adoption of open source LLMs. The demand for developer tooling will continue to grow, with companies like Zed Industries and Astral’s UV leading the way.
- Forecast for 5 years: In the next 5 years, we expect to see the open source AI and LLMs market mature, with more established players and a wider range of applications. The ROSS Index will likely feature a mix of AI-related and developer tooling projects, and we may see the emergence of new categories, such as open source blockchain and web3 projects.
- Forecast for 10 years: By 2035, we anticipate that open source AI and LLMs will be ubiquitous, with a significant impact on various industries, including healthcare, finance, and education. The ROSS Index will likely feature a diverse range of projects, including AI-related, developer tooling, and blockchain/web3 projects, and we may see the emergence of new categories and applications.