Lambda Labs, every mention

The GPU Myth: State of AI Compute 2026 | Stephen Balaban Jun 18, 2026 · 41 mentions

• ▶ 0:39 Matt Turck My guest today is Steven Balaban, co-founder and CTO of Lambda, one of the top NeoClouds powering the AI boom. 2 times in the scene
• ▶ 1:36 Matt Turck Uh, and if you fast forward to today, it seems to be exactly the opposite, both Lambda, uh, but several of your competitors seems to be, uh, absolutely a ripping.
• ▶ 4:12 Matt Turck How much of, uh, the competitive advantage that, uh, you guys are building and other players are building is based on technology versus a financing, uh, race. 2 times in the scene
• ▶ 10:45 Matt Turck Where's the main bottleneck these days that you're experiencing building Lambda Labs?
• ▶ 18:46 Stephen Balaban And so one of the things that we do at Lambda is really try to figure out, hey, how can we sort of get the most dollar utilization and percentage utilization out of 2 times in the scene
• ▶ 25:34 Stephen Balaban So Lambda really loves Nvidia's products.
• ▶ 29:35 Stephen Balaban And so Lambda offers the, the basically AI optimized file system service that is, um, significantly faster than like your standard, let's say cloud file system, which is maybe more of a traditional NFS type of thing. 2 times in the scene
• ▶ 35:38 Stephen Balaban So like we're getting to full vertical integration at Lambda and it's been, it's been great because we've been able to kind of, again, bring that engineering mindset to this problem, which was historically mostly run by people in real… 3 times in the scene
• ▶ 39:09 Stephen Balaban And on the on-demand cloud, you're kind of looking at Lambda's credit quality. 3 times in the scene
• ▶ 44:16 Stephen Balaban And you can see why we've oftentimes not had a lot of traditional venture investors in, in Lambda. 3 times in the scene
• ▶ 45:39 Stephen Balaban I got very lucky that the AlexNet paper had been published the same year that Lambda was founded. 4 times in the scene
• ▶ 50:28 Stephen Balaban yeah, Lambda's got a absolutely wild, uh, founding story. 3 times in the scene
• ▶ 51:27 Stephen Balaban And, uh, then he eventually, uh, left and, and joined another former Lambda team member, Thomas Summers to start Positron, which is, um, uh, an accelerator company. 8 times in the scene
• ▶ 56:54 Stephen Balaban And, you know, kind of working to say like, Hey, I want Lambda to be this sort of vertically integrated high velocity powerhouse that 3 times in the scene
• ▶ 1:03:02 Matt Turck And when you say you, is that, is that Lambda or is that, is that? 2 times in the scene
• ▶ 1:06:17 Stephen Balaban Well, I mean, a lot of the engineers at Lambda are already, you know, doing a fully agent-driven workflow.