Topic

Frontier model strategy

Latest viewpoints

Frontier labs are moving upward to seek higher returns.

Kedrosky argues that frontier AI companies are expanding into higher-value applications because the underlying token business is becoming less attractive, which could create conflicts with companies building on their models.

Paul Kedrosky Frontier model strategy Source at 21:53

Selling tokens weakens claims that models can absorb entire industries.

Kedrosky argues that if frontier models could reliably capture the enormous economic value sometimes attributed to them, their developers would have stronger incentives to deploy that capability directly rather than primarily sell access to the models.

Paul Kedrosky Frontier model strategy Source at 28:04

Leaders

Jensen Huang

CEO, Nvidia

Last interview Sep 2, 2026

Howard Lutnick

Public business viewpoint profile

Last interview Sep 2, 2026

Sam Altman

CEO, OpenAI

Last interview Sep 2, 2026

Elon Musk

CEO, SpaceX / Tesla

Last interview Sep 1, 2026

Julien Bek

Partner, Sequoia Capital

Last interview Aug 24, 2026

Thibault Sottiaux

Engineer, OpenAI

Last interview Aug 24, 2026

Matthew Berman

Influencer, Forward Future

Last interview Aug 24, 2026

David Senra

Podcaster, Senra Show

Last interview Aug 23, 2026

LeAnn Foster

Founder, EUTHENICS

Last interview Aug 22, 2026

Eric Ho

CEO, Goodfire

Last interview Aug 21, 2026