People ask: “Are you dunking on neolabs?”

Most neolabs will fail. That’s normal. But I believe more AI breakthroughs are coming.

I’m skeptical of those following the same playbook as OpenAI and Anthropic. Raising $1B and spending 50% on GPUs doesn’t make you a $10B company.

I’m rooting for the contrarians. Challenge scaling laws. Challenge transformers. Challenge how models learn. Challenge the next-token prediction paradigm.

My bigger concern is that brilliant researchers don’t necessarily make great founders. In my experience, researchers often struggle to turn their research into great products / sustainable businesses.