Nilay Patel

speaker

420 appearances 1 recordings 1 series first heard Sep 2026 last heard 6d ago

Nilay Patel’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

Appearances

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Apple News Today · The AI warnings are getting louder. Here’s what you need to know. · 19 Sep 2026 podcast

They're all such different people. voice-verified

Um voice-verified

Right. voice-verified

So two of them, Dario at Anthropic and Sam at OpenAI, are headed towards IPOs. voice-verified

They're headed toward these big public offerings. voice-verified

I think they know that running a public company is different than running a research lab that can burn money at will. voice-verified

They are all announcing like fake profitability. voice-verified

So if you don't include the cost of the people or the product, they are super profitable. voice-verified

That's one way to look at it. voice-verified

This sort of implies that at some point they'll be profitable and that's yeah, like they will just be selling the model and they will not be training anyone or something. voice-verified

OpenEye has announced similar kinds of numbers. voice-verified

Once you get there, your ability to invest heavily in extremely novel regulatory schemes and safety concerns, it starts to get pressured. voice-verified

Should you spend money on developing intense safety systems that limit your competitiveness, or should you pay a dividend to your shareholders? voice-verified

As a public company, it it's unclear which way that should go. voice-verified

And probably everyone listening is like safety. voice-verified

You should spend the money on safety, but the the actual investor pressure in modern America is the other way, right? voice-verified

Sure. voice-verified

Especially given the amount of money that has gone into these companies and you might be seeking a return on. voice-verified

So I I think for those two companies in particular, there's a reason Altman is doing interviews where he's saying for safety reasons we might slow down the IPO. voice-verified

Right? voice-verified

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