frontier labs
3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Apr 7, 2026 by Arnab Bose · across every show →
Everything said about frontier labs, oldest first
Apr 7, 2026 bearish
Bose: Customizing model weights is a waste of R&D resources
“Our sort of maximalist thinking is that the frontier labs are going to keep innovating in the level of reasoning and capabilities of their models, and so trying to create these customizations or adding our own token weights Is not a good idea and is a waste of…”
Apr 7, 2026 negative
Bose: Forking open-source models leaves software companies 3–6 months behind
“If you create a fork and you're always three to six months behind what your, Competition could be doing. You know, like there'll be other companies, I'm sure, who are thinking about some of the challenges that we are addressing at Asana. I don't want to be thr…”
Jun 16, 2026 bullish
Ghai: Proprietary enterprise data is AI's only truly novel asset
“I think what is truly novel and unique Is an enterprise's data. It's their data. It is a living record of their enterprise, its decisions, its actions, its operations, and through it, you can get, you can realize enterprise context for that bespoke organizatio…”