labs
also referred to as: the labs
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 11, 2025 by Amjad Masad · across every show →
Everything said about labs, oldest first
Aug 11, 2025 negative
Token Prices Have Stopped Falling Despite Improving AI Lab Unit Economics
“Token prices are not coming down. You better believe that the unit economics of the labs are getting better because of economies of scale, because these models are getting easier to optimize, but they're actually not reducing prices.”
Apr 8, 2026 bullish
Levie: AI Labs Win in Every Scenario as Foundational Intelligence Layer
“The good news is there's going to be value in, in both sides, because even the vertical domain specific players will be riding on top of the intelligence from the horizontal labs. And so in both, in all the scenarios, the labs win, you know, a very big prize l…”