Alex Kantrowitz

speaker

843 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Compound and Friends · Why Demand for Compute Is About to Explode With Alex Kantrowitz · 31 Jul 2026 podcast

told me on the show this week, on my show this week, is basically because China is constrained, they have to focus all their efforts on certain areas.

So deep seek was all about reasoning, which is one of these practices to make the model better.

And Kimmy K2 has been about the Sygentic coding.

So it might not do so well on health like an open AI model does, but in areas like coding, they can equal the frontier.

So that's why we're seeing this challenge.

Yes, put your smartest people on this one thing.

Yes.

So that's open router.

Yeah, so this is where it gets interesting, right?

So, okay, so China can equal and other models can equal the big foundational models in different areas.

It does still cost, right?

So you still have to host it and then pay to run it because you basically, these are very involved calculations that you need to run.

Yes.

But what you end up having is a march towards parity between, let's say, the big open AI, maybe not complete parity, something like it, between the big open AI and anthropic models and the Chinese models and maybe Grok and maybe Meta, just in certain areas, not across the boards.

I think the big foundational models will always be

a little bit ahead.

And so then going back to like, where is the value found?

Where do you make the profit in this world?

That, I think what we're seeing is it's coming down to who builds the best AI products.

So it's going to, there's been- Sounds like software companies.

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