Frontier

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

Everything said about Frontier, oldest first

Aug 31, 2026 bullish
Prediction Not checkable as stated
The AI Market Will Be Non-Zero-Sum Across Labs, Open Source, and Apps
“Like, this is not an or thing. It's an and thing, right? Like, this is an and thing. Frontier's gonna work really well. Like, N minus one models are gonna work really well. Open source is gonna work really well. There's gonna be a bunch of application companie…”
David George Aug 31, 2026 ▶ 8:27 Why AI Demand Is Outrunning Compute Supply
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