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
I wish more of the American gigantic AI startups were public because it would be very interesting to see how they're spending their money and have more insight.
And also just to give people access to investing in these, because I think that they're some of the most, like, formative.
They're the...
companies of the era and the tradition is now for so many of the big startups in the US to not go public.
It's like, we're still writing for Stripe and the IPO, but Databricks definitely didn't.
They raised like a series G or something.
And I just feel like it's a kind of a weird equilibrium for the market where it's like, I would like to see these companies go public and evolve in that way that a company can.
I definitely don't see it to be a winner-takes-all unless there truly is some algorithmic secret that one of them finds.
Like, let's just flywheel.
Because the development path is so similar for all of them.
Google and OpenAI have all the same products.
And then Anthropic's more focused.
But when you talk to people, it sounds like they're solving a lot of the same problems.
And there's offerings that'll spread out.
It's a very big cake that's being made that people are going to take money out of.
I think that the question is if the companies can support the valuations.
I think I'd see the AI companies being looked at in some ways like AWS, Azure, and GCP are all competing in the same space and all very successful businesses.
There's a chance that the API market is so unprofitable that they go up and down the stack to products and hardware.
They have so much cash that they can build power plants and build data centers, which is a durable advantage now.
But there's also just a reasonable outcome that these APIs are so valuable and so flexible for developers that they become the likes of something like AWS.
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