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frontier labs

8 statements across 7 episodes · 3 bullish · 3 bearish · 7 people on the record · first statement Dec 1, 2025 by Jonathan Siddharth · across every show →

Everything said about frontier labs, oldest first

Dec 1, 2025 positive
Assertion Not publicly verifiable
Turing works with seven of the eight frontier AI labs
“We work with seven out of the eight frontier labs.”
Jonathan Siddharth Dec 1, 2025 ▶ 1:16 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Dec 12, 2025 positive
Assertion Not publicly verifiable
Wiz is the security provider for most leading AI frontier labs
“TodayWiz is the security solution for most of the frontier labs.”
Raz Herzberg Dec 12, 2025 ▶ 1:07:10 20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
Apr 14, 2026 negative
Insight
Midha: Frontier AI Labs Are Running Compute at Half Capacity
“And many of them are running their own generators in their backyards at half capacity. And I'm going, this makes no sense. Let's all pull our generators so that a shoe factory can spike up during the day, a steel factory can spike up during the night, and then…”
Anjney Midha Apr 14, 2026 ▶ 25:05 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Jun 1, 2026 neutral
Disclosure
Meta Paused Mercor Relationship After Hack While Other Labs Expanded
“I mean, I think that Meta you know, like, currently the relationship is still paused. Every other one of the Frontier Labs has grown their relationship with us since and the company has been crushing it but they're the only one that is paused, which is public.”
Brendan Foody Jun 1, 2026 ▶ 7:50 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
Aug 2, 2026 neutral
Assertion Not checkable as stated
Angelopoulos: Frontier AI labs spend 10% to 20% of GPU compute budgets on data
“Companies are spending on it, usually within Frontier Labs, at about 10 to 20% about the amount that they're spending on GPUs.”
Anastasios Angelopoulos Aug 2, 2026 ▶ 45:31 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
Aug 2, 2026 negative
Assertion Not checkable as stated
Angelopoulos: Enterprises fear relying on frontier AI labs and Chinese open-source
“It's not only true that they're terrified of working with the frontier labs, but they're also terrified of working with the Chinese open source.”
Anastasios Angelopoulos Aug 2, 2026 ▶ 23:10 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
Aug 29, 2026 negative
Opinion
Reyes: Labeling open-source AI 'Chinese models' is a frontier lab psyop
“I think calling open source models Chinese models is a psyop by the frontier labs to basically trick people into thinking that they're scary and otherize them.”
Eno Reyes Aug 29, 2026 ▶ 44:25 Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
Aug 31, 2026 bullish
Prediction Not checkable as stated
Katz: Hyperscalers and Frontier Labs will be relevant chip providers
“I think a lot of the hyperscalers in Frontier Labs are going to be very relevant providers in the chip ecosystem.”
Aaron Katz Aug 31, 2026 ▶ 55:32 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
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