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frontier AI

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Mar 3, 2025 by Mike Krieger · across every show →

Everything said about frontier AI, oldest first

Mar 3, 2025 bullish
Opinion
Krieger: Underestimating China's frontier AI capabilities is a mistake
“It was absolutely. Be a mistake to have underestimated or continue to underestimate like China's ability to both train at the frontier especially like if they get access to compute and then continue to innovate there too.”
Mike Krieger Mar 3, 2025 ▶ 32:52 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Apr 14, 2026 bearish
Opinion
Midha: VC managers are misallocating public capital into non-viable startups
“There's a huge misallocation of public capital into venture managers who didn't, are not capturing enough value in Frontier AI. Instead, they're investing in a bunch of stuff that's not going to exist, and the public's going to be mad.”
Anjney Midha Apr 14, 2026 ▶ 1:01:04 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Jun 15, 2026 bearish
Prediction Not checkable as stated
Server-side 24/7 frontier AI will be financially unaffordable
“No one's going to be able to afford a twenty-four-seven AI, Frontier AI, running on the server.”
Aravind Srinivas Jun 15, 2026 ▶ 29:17 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
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