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labs

also referred to as: the labs

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 11, 2026 by Eric Vishria · across every show →

Everything said about labs, oldest first

Aug 11, 2026 bullish
Prediction Open · timeframe Aug 2031
Vishria: Leading AI labs will ultimately go public to raise capital
“You have an unbelievable ability to raise capital, which I think is why the labs will ultimately go.”
Eric Vishria Aug 11, 2026 ▶ 1:08:15 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
Aug 25, 2026 bullish
Prediction Not checkable as stated
Movva: AI models will excel at kernel engineering within six months
“I'm sure in six months time we'll have much better models on kernel engineering, and I'm sure the labs would tell you that they already do a lot of their kernel engineering in a fully automated way.”
Neil Movva Aug 25, 2026 ▶ 41:26 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Aug 25, 2026 neutral
Opinion
Movva: Frontier AI labs pay huge premium for 3-6 month lead
“In a line, I would say the labs pay an immense premium to be three to six months ahead of everything else.”
Neil Movva Aug 25, 2026 ▶ 1:10:22 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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