Movva: Frontier AI labs pay huge premium for 3-6 month lead
Neil Movva · Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper · Aug 25, 2026 · at 1:10:22
Neil Movva, co-founder of Sail Research, discusses the competitive dynamics between proprietary frontier AI labs and the broader open-source ecosystem with Patrick O'Shaughnessy.
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“In a line, I would say the labs pay an immense premium to be three to six months ahead of everything else.”
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