Frontier Model Layer

topic on 2 shows · 2 statements across 2 episodes

the Neon Show Invest Like the Best

2 statements about Frontier Model Layer, every show

Baker: Open Source AI Shifts Margins From Frontier Models to Infrastructure
“All open source taking share does is kind of take margin dollars Out of the, ah, frontier model layer, and effectively by, thereby, you know, there is elasticity, thereby driving token demand, you need more demand for compute, and the margins, you know, anthro…”
Gavin Baker Aug 4, 2026 ▶ 8:00 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
NEON SHOW Opinion
Garg: Only 1,000 people globally are truly innovating at frontier model layer
“When I say there's a thousand people, those are the people that are really innovating at the model layer.”
Ashu Garg Sep 19, 2025 ▶ 42:45 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity

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