frontier models
also referred to as: frontier model
5 statements across 4 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Mar 7, 2024 by Brad Gerstner · across every show →
Everything said about frontier models, oldest first
Mar 7, 2024 neutral
Gerstner: Next-Gen AI Frontier Models Will Arrive in Q2 2025
“All the rest of the frontier models are kind of in this holding pattern because they're waiting for the B 100 to get launched to this Q three, Q four out of Nvidia. Which probably means the next iteration of the frontier models will come out in Q two of next y…”
Dec 12, 2024
Nadella: Hyperscale AI infrastructure will not be a winner-take-all market
“I don't think it's going to be winner-take-all, right? Because a lot, there may be some categories that may be winner-take-all. For example, on the hyperscale side, absolutely not, right? I mean, the world will demand, you know, even ex-China, ah, multiple pro…”
Jan 11, 2025 neutral
Jun 11, 2026 bullish
Baker: Frontier AI Will Capture Most Revenue While Open Source Drives Token Volume
“The majority of economic value may continue to accrue to the frontier, and man has it ever accrued to the frontier thus far, and for sure the first six months this year, but the majority of tokens consumed in the world may be open source.”