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frontier AI labs

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 28, 2025 by John Coogan · across every show →

Everything said about frontier AI labs, oldest first

Jan 28, 2025 neutral
Prediction Not checkable as stated
Coogan: Web Scraping Copyright Lawsuits Against AI Labs Will All Settle
“They'll all get a settlement.”
John Coogan Jan 28, 2025 ▶ 7:24 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
Feb 18, 2026 bullish
Prediction Not checkable as stated
McCormick: AI labs will become profitable hyperscalers like cloud
“It seems like the labs will Turn into sort of new hyperscalers. There will be you know, increased competition, but still very, very good businesses a la cloud.”
Packy McCormick Feb 18, 2026 ▶ 22:38 The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
Feb 18, 2026 neutral
Prediction Not checkable as stated
McCormick: Frontier AI will settle into an oligopoly among 3-4 labs
“A lot of the VC firms are getting in multiple companies because they don't think it's going to be winner-take-all anymore. They think it's going to be much more oligopolistic for the long term, and there will be competition between the major three or four labs…”
Packy McCormick Feb 18, 2026 ▶ 12:16 The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
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