frontier labs
3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 31, 2026 by Vijay Krishnan · across every show →
Everything said about frontier labs, oldest first
Jul 31, 2026 neutral
Krishnan: AI model training tasks get deprecated within six to nine months
“The one thing I think that makes this business a bit of a moving target is that the models do learn pretty rapidly. Like if you are offering a certain type of this thing a certain kind of a collaboration to labs with a certain, let's say, type of talent and a …”
Jul 31, 2026 negative
Krishnan: Purely model-generated synthetic data hits a wall without human feedback
“There is also, I think, limits to how much value can be added there because ultimately there is just not too much new information. If you're telling the model itself to kind of generate, yeah, There is a, I mean, there's all sorts of things about how beyond th…”
Aug 7, 2026 positive
Goel: AI labs build apps out of capability excitement, not competition
“I don't think it comes from a place of trying to compete. I think a lot of times the stories around how these products got built is that people inside were amazed by what it was able to do. They built a prototype, and the prototype just happened to be somethin…”