frontier labs

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jan 4, 2025 by Gavin Baker · across every show →

Everything said about frontier labs, oldest first

Jan 4, 2025

Prediction Didn’t hold up

Baker predicts frontier AI labs will stop releasing leading-edge models publicly

“As far as a specific prediction for 25 because I don't know when that will happen, I think you will see the frontier labs stop releasing their leading-edge models to prevent knowledge distillation and their IP effectively being stolen.”

Gavin Baker Jan 4, 2025 ▶ 1:04:42 2025 Predictions: Tech, Business, Media, Politics!

Jul 3, 2026 negative

Assertion Not checkable as stated

Karp: Enterprise clients have lost trust in frontier AI labs

“Our clients are just, to say they're unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty. It's like, there's just a level of discomfort and loss of trust.”

Alex Karp Jul 3, 2026 ▶ 1:24 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie

Jul 30, 2026 bearish

Assertion Not checkable as stated

Calacanis: Enterprise customer moved over $100M from frontier AI to GLM 5.2

“He said he has got a customer who just moved like nine figures off of the frontier labs to put it on GLM five, two.”

Jason Calacanis Jul 30, 2026 ▶ 54:14 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Aug 7, 2026 bullish

Opinion

Gerstner: Open source captures token volume while frontier labs capture economics

“For the vast majority of use cases, I think token consumption is going up for the open source guys while share of economics is going up for the frontier labs.”

Brad Gerstner Aug 7, 2026 ▶ 20:18 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI

frontier labs

Everything said about frontier labs, oldest first

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