The Neo Lab Arms Race
Notes de l’épisode
$126 billion in AI funding has been raised across 30+ "neo-labs". Most of them will fail.
Pierce and Rich map the landscape - from Thinking Machines' $12B valuation on vibes alone to Ilya's SSI. Plus: why OpenAI might be the Fairchild Semiconductor of AI, whether Stanford professors make good founders, and the Sauron's Eye problem of building in a frontier lab's blind spot.
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