Big Labs

topic on 5 shows · 9 statements across 9 episodes

More or Less Latent Space the a16z Podcast TBPN 20VC

9 statements about Big Labs, every show

Sam Lessin: Big Frontier AI Labs Are Economically 'Fucked'
“This isn't a technical commentary, but from like a business and economics perspective, I think all the big labs are fucked.”
Sam Lessin Jul 24, 2026 ▶ 31:34 Stripe Is Trying To Buy PayPal For $150b | OpenAI Cyber Incident, Frontier Model Economics, Peptides · More or Less Podcast
a16z Opinion
Horowitz: Big AI labs stumble due to employee addiction to public validation
“Why did the big labs, you know, smack themselves in the face? Well, it's because they need that external validation for their employees, because their employees are addicted to it.”
Ben Horowitz Jul 22, 2026 ▶ 58:54 Building a Company in Stealth | Travis Kalanick with a16z
20VC Insight
Weinberg: AI Researchers Leave Big Labs When Strategic Direction Changes
“Researchers really genuinely do care about pushing research forward, and I think what ends up happening sometimes is the leaders at some of these companies kind of change the direction of the company, and the researchers are no longer interested in that direct…”
Winston Weinberg Jan 19, 2026 ▶ 53:24 Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
LATENT SPACE Assertion Not checkable as stated
Morcos: Major AI labs fail to holistically integrate pre-, mid-, and post-training
“Something that you don't see happen even at the big labs because they have entirely separate teams, right? There's a free training team. There's a mid training team. There's a post training team. And like the mid training team is a customer of the free trainin…”
Ari Morcos Aug 29, 2025 ▶ 52:35 Better Data is All You Need — Ari Morcos, Datology
TBPN Opinion
Swyx: Big Frontier AI Labs Are Probably Two Years Ahead of Open Research
“I'm not sure any of it is going to bear fruit, because the big labs are probably, like, two years ahead of us in the open research”
Shawn 'swyx' Wang Apr 9, 2025 ▶ 22:23 Are AI AGENTS Learning to DREAM? | Shawn Wang on TBPN April 4th
LATENT SPACE Prediction Not checkable as stated
Model training from scratch will concentrate mostly in major AI labs
“As AI improves, like, fewer people probably need to train models from scratch. It gets concentrated more and more in, in different, like, in the big labs.”
Shawn Lewis Jan 28, 2025 ▶ 3:44 Beating OpenAI and Anthropic by Looking At Data: the new #1 on SWE-Bench w/ W&B CTO Shawn Lewis
LATENT SPACE Assertion Not checkable as stated
Swyx: Frontier labs view new learning rate optimizers as unimportant
“Most people at the big labs who I asked about this say that it's cute, but it's not something that matters.”
Shawn Wang Jan 1, 2025 ▶ 32:08 2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents
Lambert: Frontier Labs Lack Visibility into Cross-Model RLHF Sensitivity
“I think big labs are so over-indexed, are indexed on their own base models, so they don't know, like, what's swapping between CloudBase or GPT-IV-Base, how that would change any notion of preference or what you do with RLHF.”
Nathan Lambert Jan 11, 2024 ▶ 1:30:15 The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
20VC Disclosure
Bansal: BIG Labs invested $5M in Harness's $20M Series A round
“So, like, the first company, Harness, that came out of Big Labs, We just announced a twenty million dollar series A round, and five million dollars of that was put by Big Labs in there.”
Jyoti Bansal Dec 8, 2017 ▶ 17:54 20VC: AppDynamic's Jyoti Bansal on The Sale vs IPO Process with AppDynamics' $3.7Bn Exit & The 3 Simple Things VCs Look For When Investing In Startups

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