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frontier models

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 20, 2026 by Gavin Baker · across every show →

Everything said about frontier models, oldest first

May 20, 2026 bullish
Assertion Not checkable as stated
Gavin Baker: Frontier AI models capture overwhelming majority of model-layer returns
“All the economic returns to AI at the model layer, not all of them, but an overwhelming amount of them have been at the frontier, which is surprising to me”
Gavin Baker May 20, 2026 ▶ 31:58 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
Aug 25, 2026 neutral
Assertion Partly supported
Frontier Mixture of Experts Models Now Activate Only 1% of Experts
“If you look at a modern MOE model, there are very few models that are more than 10% dense, meaning 10% of the possible number of experts you can activate are activated, and I think the frontier models are closer like one percent.”
Neil Movva Aug 25, 2026 ▶ 1:03:52 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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