frontier AI labs

“Not possible. I don't think with our fund it's possible. I think the ownership is just literally the first round for these companies is, like you said, a billion dollars. So I think it's just too high a, the risk reward is just not worth it.”

“Most of the labs are building in-house chips.”

“There was a brief period of time where I thought it might be just one or two companies that run away with being kind of the frontier and the best. What seems pretty clear to me is it's probably going to be at least four that are going to probably be approximat…”

“Financial markets are not going to bear the cost of another hundred billion dollars at a trillion dollars or trillion and a half.”

“I think it's probably done by one of the labs that already has all these advantages, these vast compute advantages. They already have models that are at the frontier. They have the infrastructure. They have the chip. So I think it's probably done by one of the…”

“And so I think that right now the, there's like a couple of companies that claim that, like, recursive self-improvement and model training will be only their domain. And I think in reality, many businesses will have access to that technology via software servi…”

“I think you're going to have specialized models for specific use case, like legal tech. If you look at Harvey, for example, I know they're, I think, leading the category in terms of specialization, but I think the large frontier labs are still going to be the …”