Brian Barrett

speaker
2,652 appearances 24 recordings 2 series first heard Apr 2026 last heard 10 Sep

Brian Barrett’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
7 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 24 in all, peaking in Jul 2026 with 7.

Appearances

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has really ceded the field to China in a lot of ways.
I'm not aware of a major open way project going on in the U.S.
at all.
And especially as they're all barreling towards their own IPOs and they're going to have to start showing
revenue and start showing up if not profit right away like a clear path to profit which i don't know that they necessarily have yet and so any competitor that under custom like this is going to make that even trickier i don't think there's any i think in the near term they're fine they're still going to be taking a billion dollars
The IPOs are going to go fine.
But it is like a question of, especially as companies are realizing how expensive using AI is.
And as we're in the era of token maxing, companies are understandably going to be looking for alternatives.
And we're going to reach an inflection point where eventually we sort of have to figure out, is AI just a commodity?
Is it a commoditized product that you can get from anywhere?
Or do you need the sort of custom, like, no, I really need Anthropic for some reason.
No, I really need OpenAI for some reason.
And I think that's still an open question.
And just in case for folks AGI, artificial general intelligence, the idea that AI systems can meet or exceed the capabilities of humans, I think is like a simple, people will quibble with that definition, but that's like the baseline definition of it.
And so Will Knight, one of our senior AI reporters, was in China not too long ago, and he came back with that exact sort of readout.
He was saying, yeah, they don't really care about AGI.
It's not a thing over there.
It's not like that's not what they're racing for.
Yeah.
I don't know if you're burning through that many tokens.
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