Lin Qiao

speaker

767 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Lin Qiao’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

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Customers want to pay them, and they really value their product, but they cannot scale because once they scale, they could scale into bankruptcy.

Have you heard about scaling to bankruptcy?

So that's a real problem.

It's even a bigger problem for incumbents, for the big companies, for digital native, because they have the traffic.

They have a huge amount of traffic.

They're the winner from a decade ago when there were startups.

And they have so much traffic.

Once they roll out those AI features, they're going to reach to all their customer base, and they cannot afford to do it.

Because the CFO look at their cost proposal, cost forecasting is kind of, there's no way you can justify this, right?

So then it becomes a real problem to all those innovators.

Hey, we really want to plug in to this new technology, new disruptive technology, but we cannot afford it.

And we need to find an alternative to be able to afford it.

And the alternative is to have the control over your open weights model and roll out your own model.

It could be, but I think at the same time, it's just a very different operating principle.

Because for open weights model, because it's just there, basically model acquisition has no cost.

Obviously, some companies train those models and are willing to open it up.

I know within US, there are multiple companies doing that, including NVIDIA is training Nemotron.

We're working, obviously, very closely with them.

So once the model is there, whoever using those model, there's literally no cost.

But there's fundamental cost for the Frontier Labs to invest in those models and recoup the R&D cost back.

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