<p>$126 billion in AI funding has been raised across 30+ "neo-labs". Most of them will fail.</p><p>Pierce and Rich map the landscape - from Thinking Machines' $12B valuation on vibes alone to Ilya's SSI. Plus: why OpenAI might be the Fairchild Semiconductor of AI, whether Stanford professors make good founders, and the Sauron's Eye problem of building in a frontier lab's blind spot.</p>

$126 billion in AI funding has been raised across 30+ "neo-labs". Most of them will fail. Pierce and Rich map the landscape - from Thinking Machines' $12B valuation on vibes alone to Ilya's SSI. Plus: why OpenAI might be the Fairchild Semiconductor of AI, whether Stanford professors make good founders, and the Sauron's Eye problem of building in a frontier lab's blind spot.

The Neo Lab Arms Race

10 years after studying at Stanford, two friends have somehow become AI experts. One builds startups, the other studies at Cambridge - together they break down LLMs and machine learning with zero BS and maximum banter.

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The Neo Lab Arms Race

The Neo Lab Arms Race