AI labs
14 statements across 12 episodes · 3 bullish · 6 bearish · 11 people on the record · first statement Jan 5, 2025 by Casey Newton · across every show →
Everything said about AI labs, oldest first
Jan 5, 2025 neutral
Mar 28, 2025 negative
Hendrycks: AI labs spend over 90% of intellectual energy on scaling compute
“Over, you know, 90% of the intellectual energies that they're going to spend is actually, how can we afford the 10 X larger supercomputer? And, ah, that means being very competitive, speeding this up and making safety be some priority, but not necessarily a su…”
Jun 18, 2025
Patel: One-month lead in intelligence explosion yields winner-take-all dominance
“Look, if there is an intelligence explosion, it has a really tough dynamic because if you're a month ahead, you will kick off this loop much faster than anybody else. And what that means is that you will you will be a month ahead to super intelligence, but nob…”
Aug 11, 2025 bullish
Masad: AI Frontier Labs Are Becoming Architecturally More Efficient
“And what we're seeing based on speed and things like that, it's actually probably the models are getting more efficient. I mean, Deep Seek showed that the models are getting more efficient, and if, you know, Deep Seek open source was able to make it, you bette…”
Oct 10, 2025 bearish
Oct 13, 2025 negative
Feb 2, 2026 bearish
Morris: Private Mega-Checks for AI Labs Will End by 2027
“But in 20, 27, I can't see the checks of these sizes being written again, unless you go to the public markets and you start giving retail Share your retail shareholders and big institutional pension funds, things like that access to try and finance their colos…”
Feb 6, 2026 positive
Pineau: AI ideas cannot stay proprietary while researchers move between labs
“And that's why, honestly, for many years I've been so much an advocate for open science. I just don't believe that you can keep these ideas boxed in unless you're willing to keep people boxed in, which we are not willing to do. And so I don't think we have a w…”
Feb 23, 2026 positive
Apr 8, 2026 bearish
Levie: AI labs will not accept liability for enterprise use cases
“The labs are not going to, you know, take on the liability for every single use case that you do. They're gonna have very narrow liability that they have around copyright and IP protection and stuff like that, but they're not gonna, you know, they're not gonna…”
Apr 8, 2026 neutral
Levie: AI Labs Will Inevitably Compete Head-to-Head Across All Use Cases
“You know, I think it's, to some extent, it was sort of an inevitable outcome because if you think about it, like if you have this AI model that is super intelligence packed into a model, it eventually has to converge on On, you know, all of this, all the same …”
Apr 8, 2026 neutral
Levie: Any AI Lab's Lead on Breakthrough Models Is Only 6 to 12 Months
“Unless there's some so kind of closed proprietary research event and breakthrough that happens that just simply nobody else knows about, and we have no evidence that we've ever had one of those in AI, like, you know, these things just eventually sort of emerge…”
Aug 26, 2026
Brown: Reps Gottheimer and Lawler pressured AI labs on election information
“Josh Gottheimer and Mike Lawler, Democrat from New Jersey, Lawler's a Republican from New York, have jointly worked together to try to raise awareness. They've, I know they've been on TV talking about it. They've reached out to a number of the labs to talk abo…”
Sep 7, 2026 negative