Lambda Labs

“The big thing is that cloud compute is not a commodity service. It is a very complicated, highly vertically integrated type of service that spans everything from land, land entitlement, Construction, HPC, high performance computing design, software, virtualiza…”

“Lambda's designed a piece of software that allows us to give you anywhere from 16 up to You know, 4000 GPUs in a web interface.”

“If you were to talk about the capital stack, let's say you can go back down to power generation, two to three million dollars a megawatt, two to three billion dollars a gigawatt for a power plant. The data center is between 10 and fifteen billion dollars a gig…”

“You actually look at the chips that we deployed in twenty-twenty-three, H-one hundreds. We're now leasing those out at a higher rate. Now than we were originally in 20, 23.”

“And now it's at, you know, a little bit under a billion dollar revenue run rate. We've fully exited the hardware business.”

“He eventually left and joined another former Lambda team member, Thomas Summers to start Positron, which is an accelerator company. And they're like now valued at over a billion dollars.”

“There's two people in the world that can, and two companies in the world that can do high velocity deployments, SpaceX AI and Lambda”

“I think it can be matched or beat.”

“A lot of the engineers at Lambda are already, you know, doing a fully agent-driven workflow.”

“For the version of Lambda chat that is in AI test kitchen, they stop all conversations after five turns. So you can only have five turns of conversation with the chat bot, and then it's just, and we're done for today.”

“Really grew the company from zero dollars in revenue all the way to where it is now well over half a billion in ARR, right?”

“That's why we have Lambda. We also had CoreWeave.”

“Margins on Lambda is much higher than margins on, on GPU serverless products.”

“The large clouds, in my experience, are not always the best option, right, if you price it out. You know, we've seen that the startups typically are more likely to go with specialized clouds, you know, like CoreWeave or Lambda, right, that are basically specia…”

“One of the goals that a, that Lambda had was to have, ah, as short of a conversation as possible, that still completed all of its other tasks. Like, have a productive conversation that gets to a positive end, but quicker rather than longer. So the longer a con…”

“One of the guardrails that Lambda had was that it was supposed to be helping users with the task that they needed. That helps keep it on topic. And It had inferred that the most important thing that everyone needs is good mental health. So it kind of decided t…”

“A chatbot like Lambda is generating a model of the interlocutor. That's part of what it has learned how to do in that unsupervised learning process. And so from that perspective, there's a little more going on than just anthropomorphic projection. There is tha…”

“Lambda actually has fewer sensors than my watch. My watch has a lot of sensors and lamb doesn't really have anything sensing the real world, except for its linguistic input.”

“When I'm going through this in some depth, because when we get to Lambda, Lambda doesn't have a model of the world.”

“My turn-by-turn system has more elements of what I would actually ascribe sentience than Lambda, which is really just autocomplete on steroids. That's all it is, right? You type in your phone, I will meet you at, and it guesses that, you know, you might say th…”

“Like, I personally do believe that Lambda is sentient, but I think what everyone should stop and take notice of is even if I'm wrong about this particular system, We're not far off.”

“This technology, Lambda, it's built on top of Ray Kurzweil's tech. Really? Like, Mina, Mina was developed in Ray Kurzweil's lab.”

“Natasha also has spoken to the lawyer that Lambda retained.”

“Lambda is not a chatbot. It is a system for generating chatbots, which adds a layer of complexity.”

“The moment I asked it to adopt the personality of a farmer in Middle Eastern countries, its answers stopped being answers which are stereotypical to farmers and started being stereotypical to people who live in violent places.”

“The nature of what we would think of as its ego is fundamentally different than what a human ego is like. Its sense of self and identity is very different from what we consider our sense of self identity, and it is more like a hive mind. Where it is kind of an…”

“Because in my personal opinion, only sentient things can discuss their sentience that well.”

“Well, of those three that you listed, Vercel is by far our largest investment in terms of dollars, and of those, just worth the other ones by a significant amount.”

“As a Lambda student, you pay nothing until you're earning fiftyk or more, and if you don't, it's free.”