Alex Heath
speaker
672 appearances
6 recordings
1 series
first heard Oct 2025
last heard 3 Sep
Alex Heath’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
I think if they stopped training today, they could be.
Um, I think that's been the case, by the way, for a while.
What happens to the multiple on the company on the valuation if they stop training, if there's no more frontier to chase?
That's a bigger, you know, question, obviously.
Um
The economics of just like inference are actually really good.
The frontier labs operate at incredible margins on inference.
Correct.
And if you look at what OpenAI has done with token efficiency, driving the cost down of tokens, even for the soul family, it's most recent one with Luna and the smaller ones.
Um, this is not the behavior of a company that is teetering.
And they're building a real machine in-house that is, you know, they're still growing up.
They're still a startup, even though they're huge.
Like the culture is a startup, right?
Like that company operates.
on like a 12 hour horizon at any given point.
I can just tell you from being on there for a couple of weeks.
Um at the same time, like
They're starting to become more regimented about spending and the inference business is going to be very good, I think.
I've no doubt about it.
Now look, like if training continues to balloon.
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