Nathan Lambert

speaker

1,814 appearances 3 recordings 2 series first heard Feb 2025 last heard 1 Feb

Nathan Lambert’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Feb 2026 with 1.

Appearances

newest first · ▶ plays the moment

Lex Fridman Podcast · #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI · 1 Feb 2026 podcast

And then on the software and enterprise side, I think Anthropic will have continued to success as they've again and again been set up for that.

And obviously Google's cloud has a lot of offerings, but I think this kind of like Gemini name brand is important for them to build.

And Google's cloud will continue to do well, but that's kind of a more complex thing to explain in the ecosystem because that's competing with the likes of Azure and AWS rather than on the model provider side.

Largely because the margin on NVIDIA chips is insane and Google can develop everything from top to bottom to fit their stack and not have to pay this margin.

And they've had a head start in building data centers.

So all of these things that have both high lead times and very hard margins on high costs, Google has just kind of a historical advantage there.

And if there's going to be a new paradigm, it's most likely to come from OpenAI, where their research division, again and again, has kind of shown this ability to land a new research idea or a product.

I think Deep Research, Suara, O1 Thinking Models, all these definitional things have come from OpenAI, and that's got to be one of their top traits as an organization.

So it's kind of hard to bet against that, but...

I think a lot of this year will be about scale and optimizing what could be described as low-hanging fruit in models.

That's me.

Yeah.

I'm like saying over here, losing my mind that you use the router and the non-thinking model.

I'm like, how do you live with that?

It's like my reaction.

I've been heavily on ChatGPT for a while.

Never touched five non-thinking.

I find its tone and then its propensity of errors fascinating.

It's just like it has a higher likelihood of errors.

Some of this is from back when OpenAI released O3, which was the first model to do this deep search and find many sources and integrate them for you.

Showing 61–80 of 1,814 · page 4 of 91