frontier AI models
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jan 25, 2026 by George Kurtz · across every show →
Everything said about frontier AI models, oldest first
Jan 25, 2026 positive
Jul 11, 2026 bullish
Frontier AI capability gap will widen over three years, Gerstner predicts
“So I think there's a chance that over the course of the next two to three years, As we take on much more complex agentic tasks, that the distance between the frontier and everybody else doesn't converge, it actually extends.”
Jul 30, 2026 neutral
Sacks: Rising compute prices will advantage high-efficiency frontier AI models
“I think that the price of compute is going to go up and that will provide an advantage to The models that have the most lucrative algorithms that are able to produce the most intelligence per watt or the most intelligence per token or per GPU.”
Sep 12, 2026 bearish
Palihapitiya: CIOs will be publicly fired within a year over AI data leaks
“Will a handful of CIOs get very publicly flogged and fired in the next year because they accidentally didn't understand this and just did an API deal because they wanted to feel popular and leaked data into these models? Guaranteed.”