frontier models

“I am absolutely positive that the inverse is also true. That you can find older, smaller, specialized models, ah, that, ah, will, ah, will offer much better, higher quality, lower hallucination results on specific tasks at the depth that most organizations nee…”

“The basic thought from an inflection standpoint is that the original model wouldn't really work, which is building frontier models for doing a consumer agent that the cost curves to the revenue curves and what you would have to do wouldn't work as a startup.”

“These data centers were going to get so big that they're going to be, these large frontier models are going to be trained across multiple locations, which we started to see in like the last quarter.”

“What I mean by this is today, if you want to train a top of the line, you know, our frontier model, that might cost you a couple billion dollars. But in a couple of years, that might be fifty million to, you know, a hundred million. And then a few more years o…”

“I think the thing you should anticipate is that over a year long time horizon to get to today's level of intelligence that feels very premier, it's going to be much cheaper. But there's going to be a new thing that is going to be so much better.”

“Everyone's starting to recognize that there might be a world in which like, you don't want to have the frontier models because you're in charge of the cost of that. And the returns are going to be more and more diminishing over time now.”

“Is our frontier models required for the majority of tasks that are going to be done and become agentified? And I don't think they are.”

“I think this is actually going to be a moment where even more so the idea that Frontier models are a massive moat really goes away.”

“For an, a collection of agents to do all of that in kind of a one shot push button go in an environment that's changing and actively fighting back. We're nowhere near that. Right. At least on the frontier model side.”

“And even despite, you know, Kimi K three being said is a token hungry model. It's not as cheap as other Chinese models. The task per, I think the task per token usage is still quite high. It's still cheaper. It's still cheaper than the most frontier models and…”