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frontier models

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jan 23, 2026 by Michael Kratsios · across every show →

Everything said about frontier models, oldest first

Jan 23, 2026 neutral
Assertion Not checkable as stated
Kratsios: Few nations have capital or aspiration to develop frontier AI models
“Outside of the US, China, and maybe a few other countries, most countries around the world do not have the capital or the aspiration to do large scale training runs or development of their own frontier models.”
Michael Kratsios Jan 23, 2026 ▶ 33:15 Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
May 1, 2026 bullish
Prediction Open · timeframe Nov 2026
Sacks: All frontier AI models will reach Mythos-level cyber capabilities in six months
“In fact, within six months or so, all the frontier models are going to have mythos level cyber capability, but it's impressive that open AI got this GPT, 5.5 cyber out so quickly.”
David Sacks May 1, 2026 ▶ 20:53 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
Jul 11, 2026 bullish
Assertion Not checkable as stated
Gerstner: No current evidence that commodity AI is eroding frontier model revenue
“People are speculating that the intelligence gap between that commodity stuff and the frontier stuff is going to collapse to the point that people won't pay for the frontier stuff. There is no evidence of that on the field today. It may develop over the course…”
Brad Gerstner Jul 11, 2026 ▶ 38:42 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
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