Nathan Lambert

I think others will keep raising money because the returns from it are going to be eventually huge once we have AGI.

Rapidly increasing set of features.

Rapidly increasing set of features.

Rapidly increasing set of features.

Let's do a TAM analysis, right? 8 billion humans, and let's get 8 billion robots, right? And let's pay them the average salary, and yeah, there we go, $10 trillion. More than $10 trillion. Yeah.

Let's do a TAM analysis, right? 8 billion humans, and let's get 8 billion robots, right? And let's pay them the average salary, and yeah, there we go, $10 trillion. More than $10 trillion. Yeah.

Let's do a TAM analysis, right? 8 billion humans, and let's get 8 billion robots, right? And let's pay them the average salary, and yeah, there we go, $10 trillion. More than $10 trillion. Yeah.

Yeah, of course, of course. I'm going to have like one robot. You're going to have like 20.

Yeah, of course, of course. I'm going to have like one robot. You're going to have like 20.

Yeah, of course, of course. I'm going to have like one robot. You're going to have like 20.

The chat application is clearly like does not have tons of room to continue, right? Like the standard chat, right? Where you're just using it for random questions and stuff, right? The cost continues to collapse. V3 is the latest one. It'll go down to ads. Biggest. But it's going to get supported by ads, right? Like, you know, Meta already serves 405B, probably loses the money.

The chat application is clearly like does not have tons of room to continue, right? Like the standard chat, right? Where you're just using it for random questions and stuff, right? The cost continues to collapse. V3 is the latest one. It'll go down to ads. Biggest. But it's going to get supported by ads, right? Like, you know, Meta already serves 405B, probably loses the money.

The chat application is clearly like does not have tons of room to continue, right? Like the standard chat, right? Where you're just using it for random questions and stuff, right? The cost continues to collapse. V3 is the latest one. It'll go down to ads. Biggest. But it's going to get supported by ads, right? Like, you know, Meta already serves 405B, probably loses the money.

But at some point, you know, they're going to get, the models are going to get so cheap that they can just serve them for free with ads supported, right? And that's what Google is going to be able to do. And that's obviously they've got a bigger reach, right? So chat is not going to be the only use case.

But at some point, you know, they're going to get, the models are going to get so cheap that they can just serve them for free with ads supported, right? And that's what Google is going to be able to do. And that's obviously they've got a bigger reach, right? So chat is not going to be the only use case.

But at some point, you know, they're going to get, the models are going to get so cheap that they can just serve them for free with ads supported, right? And that's what Google is going to be able to do. And that's obviously they've got a bigger reach, right? So chat is not going to be the only use case.

It's like these reasoning, code, agents, computer use, all this stuff is where OpenAI has to actually go to make money in the future. Otherwise, they're kaputs.

It's like these reasoning, code, agents, computer use, all this stuff is where OpenAI has to actually go to make money in the future. Otherwise, they're kaputs.

It's like these reasoning, code, agents, computer use, all this stuff is where OpenAI has to actually go to make money in the future. Otherwise, they're kaputs.

Unless they're so good at models, which they are.