frontier AI labs

“And then I do think you will see a lot of these frontier AI labs that are independent be acquired.”

“And within three to six months, all the major frontier labs and including Chinese models will have cyber capabilities.”

“To do so at this point now is kind of becoming derelict and irresponsible. Back then you could be experimenting because you didn't know any better, but now when you know all of these data points to continue to make the same decision, I think is really insanely…”

“The basic view among enterprises in this country is, I'm gonna chillax and waste my time with tokens, I'm gonna get no value, and they're gonna get my IP.”

“If these guys end the year over a hundred billion, I think that they're on a revenue Trajectory that they could three to five X again next year.”

“That whole thing, sorry, last thing to interrupt you, David, is it's a much more nuanced and elegant attempt at right capture. I got to give them credit for that. It's like, okay, hey guys, pull the ladder up.”