Stephen Balaban

speaker

657 appearances 4 recordings 1 series first heard May 2025 last heard 31 Aug

Stephen Balaban’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 — 3 in all, peaking in Aug 2026 with 1.

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TBPN · "The Information" Profiles TBPN, AI Ups and Downs, Nuclear Regulation | Zach Weinberg, Leigh Marie Braswell, Stephen Balaban, Sam Lessin, Bobby Goodlatte, Auren Hoffman, Doug Bernauer, Isaiah Taylor · 23 May 2025 podcast

We're we're

For for for the overall business we're we're just we're we're just a bit over uh five hundred million dollars of top line revenue.

And I'd say that um

So let's go.

Essentially Congratulations.

Thank you.

Um essentially

Historically that's been majority training and then um sort of minority interest, you know, maybe eighty tw eight eight eighty twenty for for m uh, you know, training to inference.

And um

Now we've started to see that kind of s switch over.

Um I would generally say that when I see any sort of net new deal in the in the space for

large scale GPU capacity, it tends to be more inference driven these days.

Sure.

actually using the models.

It's completely up to the right.

I mean, you training is always gonna be something where

You do it once and the whole point of training is that you want to amortize that over as many tokens as possible, right? 'Cause that's just your fixed cost that you're you're wanting to spread across as many generations as possible.

And so that's the point.

The point of training is inference.

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