Frontier

“Like, local models on the phone, it's amazing, but they're just not, they're just, it's just slower and dumber, right, than what's at the frontier.”

“Like, this is not an or thing. It's an and thing, right? Like, this is an and thing. Frontier's gonna work really well. Like, N minus one models are gonna work really well. Open source is gonna work really well. There's gonna be a bunch of application companie…”

“But if you go into any business in the global 2000 today, and you look at, you ask any random person, what are you doing today? It's not something that needs the true frontier of intelligence, like, 99% of the time, and so cost will dominate.”

“Yes, I think that the vast predominance of tokens process will be open weight, and obviously, as people reiterating, the vast majority of revenue, the significant majority of revenue will still be frontier state-of-the-art because it can command more value tha…”

“If the frontier slows down, then this stuff is definitely a commodity.”

“The really cool part is Nemetron is a drastically cheaper and faster model than the frontier.”

“They are, you know, they're pushing the frontier. They're not at the frontier, but they're pushing it.”

“And so you have this thing where open source is also always going to be lagging the frontier. And so it's not going to be like a total replacement.”

“OpenAI is hiring hundreds of new staffers to expand a technical consulting team that helps large corporations develop custom AI applications and agents to automate employee tasks, according to a person Knowledge with the company's plans.”

“They want to be the orchestrator, right? And if you want to bring in some other Other folks in to help out. Great. At least for now.”

“So GPT-Five-Point-Three Codex launched today, and there's a very, very cool There's a very, very cool update to or new product, Frontier, which is a product for building AI co-workers that I'm very excited to talk to Sam about because it feels like the first g…”

“There are companies like Microsoft, Frontier, and others that are seeking to create a market and build a supplier base. I see those companies providing the leadership in the market. They're doing it for good reasons for themselves as well. Securing a first rig…”

“If you just look at, like, overall Tons purchased in the CDR market. It's basically Microsoft, followed by, like, an order of magnitude lower frontier, which is the Stripe Coalition, followed by a bunch of little minnows, you know, in, in relative terms.”

“There's, you know, a number of companies, particularly around Frontier, that are willing to pay upwards of 5000 dollars a ton for CO two”

“Though there is a growing buyer pool, it's really still predominantly dominated by a small number of companies that are procuring in part, not just for their own benefit, but trying to foster an ecosystem and support the development of the industry, right? So …”