frontier AI labs

“Yeah, I mean, the physical compute basically reinforces an oligopoly market because what it does is it creates a ceiling On the rate of progress any single lab can get, if effectively you assume the compute is roughly pro rata across the ecosystem to the big l…”

“And I think that's why you're seeing a flight to hardware companies. Oh, the labs will never do this hardware thing. And so we'll do that. And American dynamism and niche applications of AI and something that should be provided by an inference cloud. And et ce…”