labs
also referred to as: the labs
3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 26, 2026 by Anish Acharya · across every show →
Everything said about labs, oldest first
Aug 26, 2026 bullish
Acharya: Multi-model competition prevents AI labs from capturing application margins
“I think if we lived in a world of twenty-twenty-three when it was one model to rule them all, it wouldn't even matter if you had permission, because the labs would just take a hundred percent of your gross margin over time. But now, because you've got many opt…”
Aug 26, 2026 bullish
Acharya: App aggregators hold an advantage by offering best-of-breed multi-model intelligence
“This is a place where the application layer really shines because labs, of course, are both incentivized and structurally only able to provide their own in-house models. You as an application sort of aggregator can provide the best of breed.”
Sep 9, 2026 neutral