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frontier AI labs

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Sep 30, 2025 by Doge Cubuk · across every show →

Everything said about frontier AI labs, oldest first

Sep 30, 2025 negative
Assertion Not checkable as stated
Cubuk: Frontier AI labs haven't trained LLMs on physics or chemistry
“The frontier AI labs have figured out how to train them on math and logic, but not yet on physics chemistry.”
Doge Cubuk Sep 30, 2025 ▶ 29:53 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Oct 30, 2025 bearish
Prediction Open · timeframe Oct 2030
Baker: Frontier AI lab gross margins will stay structurally below SaaS
“And the nature of AI because of scaling laws, Richard Sutton's the better listen they're just more compute intensive. So their gross margins are structurally going to be lower. But that doesn't mean they can't be great businesses. I just, I think it's going to…”
Gavin Baker Oct 30, 2025 ▶ 13:48 "Is there an AI bubble?” Gavin Baker and David George
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