checkpoint

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 31, 2026 by Gavin Baker · across every show →

Everything said about checkpoint, oldest first

Aug 31, 2026

Insight

Frontier AI Lab Revenue Is Determined by Internal Compute Allocation

“A lot of the revenue is kind of under their control based on what checkpoint they release. Yeah. Where they price along this, you know, kind of Pareto curve, and then how much they allocate between training and inference.”

Gavin Baker Aug 31, 2026 ▶ 7:26 Why AI Demand Is Outrunning Compute Supply

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checkpoint

Everything said about checkpoint, oldest first

Turn any episode into a week of clips.