Mike Mignano

speaker
1,346 appearances 2 recordings 2 series first heard Jul 2026 last heard 6 Jul

Mike Mignano’s voice in public audio — every appearance, attributed to the second.

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

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

Appearances

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It could be that the model needs
some amount of data that it can no longer access.
There's a limit to the amount of data.
It may mean that we can't keep up with the hardware infrastructure build that we need to keep recursively self-improving.
So in the past, in the history of new technology adoption, if you study them, they actually all follow S-curves.
They have a slow takeoff, then they have what feels like an exponential ramp up, and then they plateau for some reason, like we just discussed.
That's potentially the second future for AI, right?
We reach some plateau in terms of intelligence.
And I think if that happens, then the technology might start to look somewhat more like a commodity.
If it plateaus, then we're at a point where all the other labs can catch up.
And they can all have the same technology.
And if they all have the same technology, then we're going to have a lot of competition.
We're going to have a lot of competition in terms of price, in terms of product experience, and in terms of the various components that make up the new intelligence stack.
Yeah, probably done by one of the labs that already has all these advantages, these vast compute advantages.
They already have models that are at the frontier.
They have the infrastructure.
They have the chip.
So I think it's probably done by one of them.
That said, there are a bunch of amazing researchers working on incredible new architectures that maybe haven't broken through yet, but maybe they can.
Maybe they're building something.
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