labs

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 4, 2026 by Clay Bavor · across every show →

Everything said about labs, oldest first

Jul 4, 2026 negative
Prediction Open · timeframe Jul 2031
Sierra will not pre-train foundation models, leaving capex to major AI labs
“And we're not, you know, we're not doing our own pre-training. We'll leave the capital expense there to, you know, the labs and the larger companies.”
Clay Bavor Jul 4, 2026 ▶ 5:40 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
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