AI labs
4 statements across 3 episodes · 3 bullish · 1 bearish · 3 people on the record · first statement Jun 25, 2025 by Satya Nadella · across every show →
Everything said about AI labs, oldest first
Jun 25, 2025 bullish
Nadella: AI labs will shift toward integrated reasoning models within a year
“What is the pre-training to RL the end-to-end training loop that's the next, you know, big sample? That I think is also what I think will happen in the next year. So I would say, if that is another scaling law breakthrough, because we will be, like, if you sor…”
Aug 26, 2025 negative
Vertical AI startups should avoid competing with AI labs or vendor lock-in
“The first kind of obvious tip is don't get locked in with a provider and don't compete with the AI labs. The AI labs ship, right? And so does companies like Perplexity and others. And so I think you want to be really clear and honest to yourself where you're a…”
Sep 30, 2025 positive
Nick Joseph: Third parties can steer frontier AI labs by publishing evals
“Like, it is the case that, like, the labs right now are really driven by getting good eval scores. And it's hard to make them, and anyone can do it. There's no comparative advantage to having the model to making an eval. So I do think it's actually, like, an i…”
Sep 30, 2025 positive
Joseph: Anthropic avoids pre-training and post-training rivalry seen at other labs
“Yeah, I think we managed to avoid this, and it's pretty collaborative. Like, we're basically all producing one model and kind of can, but I do think at other places there's been some, from what I've heard, there's been some amount of, like, friction between, b…”