Prakash Narayanan

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1,048 appearances 4 recordings 1 series first heard Aug 2026 last heard 2d ago

Prakash Narayanan’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 — 4 in all, peaking in Sep 2026 with 3.

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So and I think internally within the firm there's a fair amount of debate.

I think I think to some extent the uh capital cycle is forcing them forward and the capital cycle is being forced, I think, uh, by Anthropic.

Anthropic didn't put in enough money earlier on.

And so there is this intense pressure on Anthropic because they don't have the compute to have much better models.

If you don't have the compute, you need much better models that can utilize the limited amount of compute that you have.

So I think Anthropic is being driven

driven forward by that to stay on par with OpenAI.

And I think OpenAI is a little bit kind of like they're willing to pace the frontier because they have the compute.

So, you know, regardless, you know, they're the ones with the compute and they had the compute three years ahead.

Elon will take time to come up with compute and Elon will sell to Anthropic, but Elon's gonna take a long time, like three years at least.

So OpenAI, they basically mortgaged themselves in the last eighteen months to Masayoshi-san and a bunch of other people.

They diluted.

They uh they gave up to Microsoft, right?

They had Microsoft they

they they negotiate Microsoft.

Microsoft gets all their models to twenty thirty two.

They declared AGI and Microsoft is not out of their hair yet.

You know, Microsoft is now I still own twenty eight percent and, you know, I'm still there.

Right.

So they made all these sacrifices in order to get all of this money.

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