Topic
business
- This results in ~$320B in net new revenues from replacing... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - **Given this dynamic, I expect frontier labs to be increasingly... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - investors are clearly pricing in AI labs’ ability to monetize... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - Frontier AI Labs: the Call Option to AGI noteworthy
July 28, 2025 - 5% of all users using apps like ChatGPT use a... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - While paid subscriptions currently drive most of consumer revenues, there’s... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - investing at this layer is exceptionally dangerous, because it assumes... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - I argue that for AI labs to justify their valuations... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - Palantir also, [as discovered by the Autonomy Institute’s recent study](https://adu.autonomy.work/posts/2025_05_21_ai_risk/?ref=wheresyoured.at),... - The Hater's Guide To The AI Bubble resource
July 23, 2025 - just that five companies' spend on NVIDIA GPUs largely dictate... - The Hater's Guide To The AI Bubble resource
July 23, 2025