Frontier
also referred to as: frontier of intelligence · frontier state-of-the-art
3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Aug 27, 2026 by Rory O'Driscoll · across every show →
Everything said about Frontier, oldest first
Aug 27, 2026 neutral
O'Driscoll: Open-weight will drive token volume while frontier models capture revenue
“Yes, I think that the vast predominance of tokens process will be open weight, and obviously, as people reiterating, the vast majority of revenue, the significant majority of revenue will still be frontier state-of-the-art because it can command more value tha…”
Aug 29, 2026 bearish
Reyes: 99% of Global 2000 enterprise workflows do not need frontier models
“But if you go into any business in the global 2000 today, and you look at, you ask any random person, what are you doing today? It's not something that needs the true frontier of intelligence, like, 99% of the time, and so cost will dominate.”