Armstrong claims New Limit built the leading frontier model for epigenetic reprogramming
“We've built the leading frontier model for epigenetic reprogramming.”
Verdian: LPs keep their jobs missing frontier models if tracking benchmarks
“If you miss the frontier models, back to your first question as an LP, but you kind of were along the benchmark, maybe slightly below the benchmark, you're keeping your job.”
Ryan Chi: Direct recursive self-improvement testing is too slow and expensive
“In an ideal world, what you want to do is actually take a frontier model and have it train the next version of itself and see where the delta comes from. But obviously that's very expensive and slow.”
Greze: AI startups subsidize inference costs betting on 18-24 month cost declines
“The answer there for every startup that I know outside of a very few. Is, yeah, it's, well, we're hoping the price, we're hoping the cost curve makes it efficient in 18 to 24 months, right? In the meantime, you're subsidizing in part, right? Because that's wha…”
Enterprises will split work between cheap open-weight and expensive frontier models
“I think what we're going to see is a split between job functions that demand kind of mid IQ intelligence, and those will often be open weight, sort of biased with reinforcement learning, you know, things that make the models even cheaper, more performant for a…”
Katz: AI token volume will split 50-50 between open and frontier models
“Well, the easy answer is fifty-fifty in the same way that what percentage of enterprise software today is open source versus proprietary. I think it's a pretty even distribution.”
Reyes: Investors are currently overweighting the frontier AI model TAM
“I think that the TAM of frontier models is frankly, overweighted right now.”
Reyes: Almost all AI model usage will be open in three years
“I think close to, I think almost all usage of models in three years are going to be primarily open, but that difference between frontier and open is going to become actually larger than it is today.”
O'Driscoll: Only one or two trillion-dollar outcomes this decade, all AI
“I mean, there's only going to be one or two trillion dollar outcomes per decade, and they're likely going to be all concentrated for now in, you know, frontier models.”
Frontier Mixture of Experts Models Now Activate Only 1% of Experts
“If you look at a modern MOE model, there are very few models that are more than 10% dense, meaning 10% of the possible number of experts you can activate are activated, and I think the frontier models are closer like one percent.”
Murdock: OpenAI and Anthropic Do Not Permit Frontier Model Customization
“What's happening is, is that you can't customize anthropic models or open AI models right now. Not the big frontier models. You're not allowed to do that.”
Murdock: Token Cost Disparity Will Drive Massive Open-Source Model Adoption
“And if you're looking at a Frontier model with double dollar digit cost per token, and you're looking at an open source model that's 10, 11 cents per token, while all tokens aren't created equal, it's still enough of a difference that there's going to be a mas…”
Murdock: Continuous learning will replace frontier models rather than bolting onto them
“They're going to replace frontier models. I don't think you can bolt on continuous learning into an existing frontier model. I think they're going to try and the early stages will look like that. But I think ultimately it'll call for a new form of architecture…”
Park: Frontier models hit only 20-30% accuracy predicting niche human behavior
“Where in some cases, the model performance of frontier models go all the way down to 20, 30%. Especially if you go into that more niche population on topics that our customers will actually care about. On more gen pop, it might be around 50 to 60%.”
Atallah: US Enterprises Fear Frontier Models More Than Chinese Open Models
“I think they're more nervous about frontier models, usually. Part because there's just like a much, there's much more confusion around the data policy about what's like actually happening to the props that I'm sending and where they're being stored and how the…”
Atallah: Use open-weight models for deterministic tasks and frontier orchestrators for reasoning
“This is what open weight models are generally really good at compared to frontier models. When you have a deterministic task where you know the shape of the output, you know the type of problem that you're working on, and it's a type of problem that has been s…”
Wolf: Life Science Startups Must Abandon Guardrailed Closed AI Models
“Because of the guardrails and because of the question around biohacking and using this model to generate like the access right now for people just to take it is very, very limited once you want to ask some biology question. And so basically most of the life sc…”
Aboukhadijeh: Rival frontier models share universal hallucinations for non-existent software packages
“There was a research published recently about what they're calling kind of like universal type of squats or universal hallucinations where all the frontier models all have the same make the same mistake and sort of assume there are certain packages that exist …”
Aboukhadijeh: Frontier AI Models Drastically Shrink Time to Exploit Vulnerabilities
“The frontier models are gonna cause, you know, a, you know, they are causing kind of a massive reduction in the time between the vulnerability discovery and vulnerability exploitation.”
O'Driscoll: Customer support applications will not require or use frontier AI models
“Customer support will not be using frontier models.”
Zhang: Fine-tuned small models can match or beat large frontier models
“And if you fine tune it to be really good at that task, it can be just as good or better than the big models.”
Sreenivas: Frontier Models Are Best Suited for Open-Ended Auxiliary Tasks
“So we think for jobs like that, Frontier models that are very smart, that can try out a lot of things, make a lot of sense.”
Sreenivas: Deploying custom open-source models eliminates major AI cost pressures
“If we ran our entire business exclusively on frontier models, I would care a lot about costs, and I would think a lot about that, but once you're already, once you've already made the jump to saying, okay, now, now we know how to think about open source models…”
Coogan: Broad model access is fundamentally at odds with preventing distillation
“The whole idea of, like, if the, if an amazing intelligence, an amazing model is made, should it be widely available? That's actually at odds with distillation, because you have to hunt those bad actors down, and you play this whack-a-mole.”
O'Driscoll: China has built frontier AI models on existing chips
“Though for what it's worth, on whatever chips they have now, they've built frontier models.”
Shao: Kimi K3 is cheaper than frontier models while nearing parity
“And even despite, you know, Kimi K three being said is a token hungry model. It's not as cheap as other Chinese models. The task per, I think the task per token usage is still quite high. It's still cheaper. It's still cheaper than the most frontier models and…”
Antani: Frontier AI models are nowhere near fully autonomous cyberattacks
“For an, a collection of agents to do all of that in kind of a one shot push button go in an environment that's changing and actively fighting back. We're nowhere near that. Right. At least on the frontier model side.”
Penn: Users need frontier product harnesses to feel frontier model magic
“One thing we say a lot on the team is you need frontier products in order to have frontier models and for people to feel the magic. Of frontier models.”
Nitski: Top AI models cannot handle 90% of enterprise workflows
“I'm not convinced that 90% of enterprise workflows can be handled by open models or Frontier models right now.”
Pentagon Is Deploying Frontier AI Integrated With Intelligence to Warfighters
“I'm not only taking the frontier models and just making them available. I'm doing it across classification levels. I'm combining some of the most, you know, important data that the United States has from an intelligence standpoint, we're deploying it to warfig…”
Mandia: Frontier AI models are outpacing human network security testers
“The frontier models are doing an exceptional job already in helping test the security of networks. And they're changing so fast, Joe, that I'm very confident regardless of which frontier model you use you're gonna find it's outpacing humans doing the work, you…”
O'Driscoll: Chinese AI models lag Western frontier models by 6 to 9 months
“They're not state of the art compared to the frontier models, but they're, you know, six, nine months behind, depending on how you measure it.”
Roy: Frontier AI models are unnecessary for most agentified tasks
“Is our frontier models required for the majority of tasks that are going to be done and become agentified? And I don't think they are.”
Roy: Kimi K3 launch will destroy the frontier model moat narrative
“I think this is actually going to be a moment where even more so the idea that Frontier models are a massive moat really goes away.”
Cook: Open source rules production, while closed models dominate discovery
“Jesse's explanation, I think, is the correct one, which is that open source is good for production grade, like production scale workflows. Yet we're so early in this AI journey that there's not that many production grade workflows. And so if you are trying to …”
Jessica Lessin: Demis Hassabis proposed 30-day government review for frontier AI
“What Demis, the AI leader, Google, Sabis, proposed was, like, It was this idea that there should be a separate government body that reviews frontier models basically for 30 days prior to their release.”
Biderman: Model accuracy will still degrade at 10M context window scale
“But two is like, for the agentic tasks of 18 months from now, inside those major repositories of knowledge, and asking the models more and more things in underspecified ways, I suspect that the accuracy of the models would go down. The phenomenon of context fr…”
Biderman: Harmless enterprise queries on frontier models cost thousands of dollars
“And now you can solve these tasks with frontier models and compaction. And when you ask them to do so, they will consume thousands of dollars for queries that we think are harmless. That every employee in the company would be able to answer.”
Glyman: Open-weight models match frontier AI within six months at 1% cost
“What we've observed is about six months after the latest and greatest model comes out, you'll have an open weight model that is just as good and maybe costs, right, one 100th to go and use it”
Gerstner: No current evidence that commodity AI is eroding frontier model revenue
“People are speculating that the intelligence gap between that commodity stuff and the frontier stuff is going to collapse to the point that people won't pay for the frontier stuff. There is no evidence of that on the field today. It may develop over the course…”
O'Driscoll: Open-Source Token Volume Is Misleading as Revenue Stays With Frontier Models
“The open router, you know, all the tokens with L, you know, with open source is a little misleading, because all the tokens can be in one place, but all the dollars can be in the other place.”
Mosseri: Frontier AI models will enter a pricing war
“I think costs will go up because we'll just be using more tokens, not because the prices will necessarily go up, but then I think prices will come down because all of these frontier models are gonna be in a bit of a pricing war.”
Siegler: Frontier AI models face diminishing returns despite massive costs
“Everyone's starting to recognize that there might be a world in which like, you don't want to have the frontier models because you're in charge of the cost of that. And the returns are going to be more and more diminishing over time now.”
Bavor: Chinese AI progress driven by willingness to distill frontier models
“Part of the driver of the difference is probably the willingness of Chinese companies to do scale distillation of the frontier models.”
Bavor: Enterprises will mix open-weights and frontier models based on tasks
“And I think you'll end up with companies using both mixing and matching them depending on the task at hand.”
Randle: Growing proportion of enterprise tasks do not require frontier AI models
“There's a growing portion of tasks in the economy and within these enterprises where you just don't need a frontier model, and oftentimes you don't even need anything close to a frontier model.”
Brockman: Today's frontier AI intelligence will be much cheaper within a year
“I think the thing you should anticipate is that over a year long time horizon to get to today's level of intelligence that feels very premier, it's going to be much cheaper. But there's going to be a new thing that is going to be so much better.”
Armstrong: Open-source AI models lag frontier models by 3–6 months at 99% lower cost
“The open source models are about three to three to six months behind the frontier models, right? But they're 99% cheaper for inference.”
Armstrong: 80% of Coinbase AI workloads will run on cheap models within 18 months
“So I, my guess is that within 12 to 18 months, 80% of our workloads will be going toward models that are 99, 99% cheaper, but 20% of it will still go to these frontier models where you need to be, you know, IQ maxing or whatever you want to call it.”
Morin: GLM 5.2 on B200s achieves 150 tokens per second
“And we got this thing up and running and out of the box, it's doing a 150 tokens per second, which is like 10 times what you get out of frontier models.”
Morin: GLM 5.2 is as good or better than frontier models at coding
“I was testing it, doing the exact same coding tasks that I'm doing with frontier models. It's like as good or better.”
Tan: AI token compute costs will drop drastically within two years
“I mean, basically because the frontier models are that good, like, you know, I think that in two years, like, That'll be a 100,000 and, you know, down to 10,000 and a thousand. I mean, basically these orders of magnitude are about to happen.”
Zaharia: Databricks' document vision model is ~100x cheaper than frontier models
“Our team built this document sort of vision model that takes a page and gives you back a nice JSON with all the components. And it's very competitive. It's like probably like a hundred X cheaper than those frontier models and still better.”
Kolter: Frontier models fail at red teaming due to safety refusals
“So generally speaking, the issue with this is that frontier models are extremely bad at automated red teaming because they have a lot of safeguards built into them. So if you try to use them to jailbreak another model, they will actually refuse their safety tr…”
Arora: Frontier AI models embed context to trap enterprises in vendor lock-in
“Right now, the frontier models know this problem, and they're aggressively moving to incorporate memory and context into their models because they understand that's the mode. And the challenge is you have to pay for it twice. If you say, no, I don't want to us…”
Malde: SWE-ONE beat frontier models via user-signal post-training
“And this was the kind of major unlock for the company as well, is we had all this massive data. We were able to post train on all of that user signal and now beat the frontier.”
Petersen: Frontier AI is required for coding, wasteful for basic workflow automation
“For our coding agents and, like, for actually developing product, we probably always want the frontier model, but if you're just, Automating a workflow. If the open source one that's basically free can automate it, then I don't, there's diminishing returns to …”
Midha: Frontier AI Models Were Terrible at Analyzing Condensed Matter Physics Data
“We had started benchmarking frontier models on physics and science capabilities, and they were not very good. They were good at, like, doing things like summarization of papers, but if you said, hey, could you, like, analyze the scientific data coming out of a…”
Siddharth: 10-trillion-parameter frontier AI models are now beginning to emerge
“The current series of frontier models are largely in the trillion parameter realm. Yeah. Now we are starting to see 10 trillion parameter models.”
Siddharth built Turing's internal OS on a frontier model without fine-tuning
“I mean, I have a system at Turing that helps me run Turing, and this is a system that I built on top of one of the frontier models, and I didn't have to fine tune it. Like, all I had to do was intelligent management of context, memory, access to the right tool…”