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frontier AI models

2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jan 11, 2025 by Brad Gerstner · across every show →

Everything said about frontier AI models, oldest first

Jan 11, 2025 negative
Assertion Contradicted
Gerstner: Mistral and other model companies pivoted away from frontier spend
“Mistral, a lot of the other model companies have fully pivoted, like they've already raised their hand, white flag, we don't have the revenues that can support the spend to keep up, right?”
Brad Gerstner Jan 11, 2025 ▶ 30:01 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 2, 2025 bearish
Insight
Gerstner: AI models rapidly depreciate once off the frontier
“So it is a fast depreciating asset. The second you're off the frontier.”
Brad Gerstner Mar 2, 2025 ▶ 46:29 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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