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model

also referred to as: models · the model

5 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement May 20, 2026 by Gavin Baker · across every show →

Everything said about model, oldest first

May 20, 2026 bearish
Assertion Not checkable as stated
Baker: AI profits accrue to infrastructure and models, not applications
“Today in that, in Jensen's five layer cake of AI. The profits. They're accruing to energy. They're accruing to data centers. They're accruing to chips. They're accruing to models. Not really accruing to the applications.”
Gavin Baker May 20, 2026 ▶ 52:53 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
May 20, 2026 bullish
Assertion Not checkable as stated
Baker: Cerebras hardware can theoretically run any model size
“A Cerebrus machine can theoretically run any size model.”
Gavin Baker May 20, 2026 ▶ 47:54 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
Jul 28, 2026 neutral
Assertion Supported
Altman: Frontier AI models still cannot learn continuously as they operate
“The model also, although brilliant, is still not learning continuously as it goes. And that feels to me like, maybe not a hard requirement for AGI, but certainly something that I'd like.”
Sam Altman Jul 28, 2026 ▶ 19:33 Sam Altman on AGI, Compute, and Human Agency · 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 bearish
Assertion Not checkable as stated
Movva: Models have trained on the whole internet and exhausted human web data
“Models have seen the entire internet many times over at this point, and there is not a whole lot more to be done on human data from the internet.”
Neil Movva Aug 25, 2026 ▶ 36:35 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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