"There's four seasons in AI. They're called OpenAI, Anthropic, SpaceX, and Google."
"If you're a CEO, if you're about to make a multi-million or billion-dollar decision of which lab to build your intelligence on, plan for the climate, not for a weather."
"That's multi-model routing, that's evals, that's thinking about post-train custom models."
"If you're about to spend $100 million, you don't want to get stuck in one of the seasons."
—
@AltimeterCap's Apoorv Agrawal (
@apoorv03)