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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Feb 2026 with 1.
Appearances
But the first ads won't be great because it's a hard problem that we don't know how to solve.
If we go 10 years out, the proposition for ads is that you will make so much money on ads by having so many users that you can use this to funnel better R&D and make better models, which is why YouTube is dominating the market for any... Netflix is scared of YouTube.
They have...
I pay $28 a month for premium.
They make at least $28 a month off of me and many other people.
And they're just creating such a dominant position in video.
So I think that's the proposition, which is that ads can make you have a sustained advantage in what you're spending per user.
But there's so much money in it right now that it's like somebody starting that flywheel is scary because it's a long-term bet.
Dario will never sell, but we are starting to see some types of consolidation with like Grok for $20 billion and Scale AI for almost $30 billion and countless other deals like this that they're structured in a way that is actually good.
detrimental to the silicon valley ecosystem which is this sort of licensing deal where not everybody gets brought along rather than a full acquisition that benefits the rank and file employee by getting their stock vested like that's a big issue for silicon valley culture to address because the startup ecosystem is the lifeblood where if you get a if you join a startup you're
Even if it's not that successful, your startup very well might get acquired on a cheap premium of it and you'll get paid out for this equity.
And these licensing deals are essentially taking the top talent a lot of the times.
I think the deal for Grok to NVIDIA is rumored to be better to the employees, but it is still this antitrust avoiding deal.
thing.
But I think that this trend of consolidation will continue.
Me and many smart people I respect have been expecting consolidation to have happened sooner.
But it seems like some of these things are starting to turn, but at the same time, you have companies raising ridiculous amounts of money for reasons that you don't.
I'm like, I don't know why you're taking that money.
So it's maybe mixed this year, but some consolidation pressure is starting.
Yeah.
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