O'Driscoll: Competing at the AI frontier is almost impossible for new entrants
Rory O'Driscoll · Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated · Aug 27, 2026 · at 4:01
Scale GP Rory O'Driscoll discusses the capital intensity required for training foundation models following Poolside's deal with Nvidia.
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“The lesson is, it's almost impossible to compete now at the frontier. And by the way, that has positive implications for OpenAI and Entropic, we should talk about in a second. So the negative lesson for everyone else is it is almost the next smartest people who are really going for it just hit the capital wall, so probably all the other people behind them are going to hit the same wall, right?”
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