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
Insight
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…”
Anish Acharya Aug 26, 2026 ▶ 26:17 The State of AI: Models, Moats, and the Consumer Renaissance
Aug 26, 2026 bullish
Insight
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.”
Anish Acharya Aug 26, 2026 ▶ 14:08 The State of AI: Models, Moats, and the Consumer Renaissance
Sep 9, 2026 neutral
Disclosure
Chi: Vals AI committed to never sell training data to labs
“At VALS, one very early decision we made was the decision to never sell training data to labs. It's often a place that we're pushed. When we start working with a new lab to actually source and sell for them a bunch of training data.”
Ryan Chi Sep 9, 2026 ▶ 8:58 Inside the Race to Measure Frontier Intelligence
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