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Lambda Labs

also referred to as: lambda

10 statements across 2 episodes · 8 bullish · 0 bearish · 2 people on the record · first statement Oct 31, 2024 by Erik Bernhardsson · said 46 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Stephen Balaban (33), Matt Turck (11), Erik Bernhardsson (2)

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2026 41 mentions in 1 episode
2024 5 mentions in 2 episodes 3 per episode

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Everything said about Lambda Labs, oldest first

Oct 31, 2024
Assertion Not checkable as stated
Bernhardsson: AWS Lambda has higher profit margins than GPU serverless products
“Margins on Lambda is much higher than margins on, on GPU serverless products.”
Erik Bernhardsson Oct 31, 2024 ▶ 36:16 Can AI Infrastructure Work Like Magic? Erik Bernhardsson, CEO, Modal
Jun 18, 2026 positive
Disclosure
Balaban: Many Lambda engineers already use fully agent-driven workflows
“A lot of the engineers at Lambda are already, you know, doing a fully agent-driven workflow.”
Stephen Balaban Jun 18, 2026 ▶ 1:06:17 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026 positive
Disclosure
Balaban: Lambda software allows provisioning up to 4,000 GPUs via web interface
“Lambda's designed a piece of software that allows us to give you anywhere from 16 up to You know, 4000 GPUs in a web interface.”
Stephen Balaban Jun 18, 2026 ▶ 4:56 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026 bullish
Disclosure
Balaban: Lambda's cloud revenue run rate is just under $1B
“And now it's at, you know, a little bit under a billion dollar revenue run rate. We've fully exited the hardware business.”
Stephen Balaban Jun 18, 2026 ▶ 50:21 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026 bullish
Prediction Not checkable as stated
Balaban: xAI's 200-day data center build record can be beaten
“I think it can be matched or beat.”
Stephen Balaban Jun 18, 2026 ▶ 57:45 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026
Assertion Supported
Balaban: Gigawatt AI clusters require up to $45B for servers alone
“If you were to talk about the capital stack, let's say you can go back down to power generation, two to three million dollars a megawatt, two to three billion dollars a gigawatt for a power plant. The data center is between 10 and fifteen billion dollars a gig…”
Stephen Balaban Jun 18, 2026 ▶ 24:07 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026 bullish
Assertion Not checkable as stated
Balaban: Lambda is leasing 2023-deployed H100 GPUs at higher rates today
“You actually look at the chips that we deployed in twenty-twenty-three, H-one hundreds. We're now leasing those out at a higher rate. Now than we were originally in 20, 23.”
Stephen Balaban Jun 18, 2026 ▶ 40:40 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026 positive
Assertion Supported
Balaban: Lambda alumni startup Positron is valued over $1B
“He eventually left and joined another former Lambda team member, Thomas Summers to start Positron, which is an accelerator company. And they're like now valued at over a billion dollars.”
Stephen Balaban Jun 18, 2026 ▶ 51:27 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026 positive
Assertion Not checkable as stated
Balaban: Only xAI and Lambda execute high-velocity AI compute deployments
“There's two people in the world that can, and two companies in the world that can do high velocity deployments, SpaceX AI and Lambda”
Stephen Balaban Jun 18, 2026 ▶ 57:02 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Jun 18, 2026 bullish
Opinion
Balaban: AI cloud compute is not a commodity service
“The big thing is that cloud compute is not a commodity service. It is a very complicated, highly vertically integrated type of service that spans everything from land, land entitlement, Construction, HPC, high performance computing design, software, virtualiza…”
Stephen Balaban Jun 18, 2026 ▶ 1:50 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
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