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large labs

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Sep 24, 2024 by Alexandr Wang · across every show →

Everything said about large labs, oldest first

Sep 24, 2024 neutral
Insight
Wang: Big Tech's AI edge is infinite capital from profitable core businesses
“I think that the real way, way in which a lot of the large labs have just dramatic advantages is just, they have very profitable businesses that can provide Near infinite sources of capital for these AI efforts.”
Alexandr Wang Sep 24, 2024 ▶ 11:11 Why Human Data is Key to AI: Alexandr Wang from Scale AI
Aug 27, 2026 neutral
Assertion Not checkable as stated
Casado: Large AI labs subsidize consumer tiers while extracting enterprise margins
“So very classically, if you view your competitive set, say the large labs will basically subsidize or give away the single surf tier. But then they actually have, they command great margins in third party and they command great margins in the enterprise.”
Martin Casado Aug 27, 2026 ▶ 22:48 How Cursor Built One of AI’s Fastest-Growing Companies
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