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AI labs

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →

Everything said about AI labs, oldest first

Dec 23, 2024 bullish
Assertion Not checkable as stated
Patel: AI industry is in early days of synthetic data
“Where have we gone on synthetic data? Oh, we're still like very early days, right? We've spent tens of millions of dollars maybe on synthetic data.”
Dylan Patel Dec 23, 2024 ▶ 28:08 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jul 31, 2025 bearish
Insight
Gerstner: AI labs without applications will struggle to maintain margins
“I think that makes it harder if you're in the lab game. And you don't have a consumer product and you don't own an application that you can drive high gross margins.”
Brad Gerstner Jul 31, 2025 ▶ 40:30 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Jun 11, 2026 bullish
Prediction Not checkable as stated
Tang: AI compute supply will fall far short within three years
“If we continue this curve within like three years, you know, we're just gonna be so short on all the compute.”
Clark Tang Jun 11, 2026 ▶ 1:09:49 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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