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
There's just a lot of startups, and there's a very high premium on AI startups.
So there's a lot of, like, there could be a lot of 10 billion range acquisitions, which is a really big acquisition for a startup that was maybe founded like a year ago.
I think Manus AI, the company that's based in Singapore that Meta founded, was founded eight months ago and then had a $2 billion exit.
And I think that there will be some other big, like many billion dollar acquisitions, like people rumored them to Apple.
I think there's a lot of pressure and liquidity in AI.
There's pressure on big companies to have outcomes.
And I would guess that a big acquisition gives people leeway to then tell the next chapter of that story.
They're in such a good position by having so much user data.
And we talked about continual learning and stuff.
They had one of the most interesting, like two sentences in a blog post, which is that they had their new composer model, which was a fine tune of one of these large mixture of expert models from China.
You can know that by asking gossip or because the model sometimes responds in Chinese, which none of the American models do.
And they had a blog post where they're like, we're updating the model weights every 90 minutes based on real world feedback from people using it.
which is like the closest thing to real world RL happening on a model.
And it's just like in one of their blog posts, which is super cool.
I need to try it because everybody says this.
They can all raise so much money so easily that they don't feel a need to.
Like, so long as fundraising is easy, they're not going to IPO because public markets apply pressure.
I think we're seeing in China that the ecosystem's a little different with both Minimax and Z.AI.
applying for filing IPO paperwork, which will be interesting to see how the Chinese market reacts.
I actually would guess that it's going to be like similarly hypey to the US so long as all this is going and not based on the realities that they're both losing a ton of money.
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