I've been confusing Don with frontier-lab links late at night for a bit.

Ilya Sutskever told a NeurIPS audience that pre-training as we know it would unquestionably end. There's only one internet, and the data isn't growing. The frontier labs call this the pre-training wall.

A leaked Google memo from 2023 argued they had no moat. R1 is on GitHub. Llama is on Hugging Face. OpenAI's secondary-market valuation has climbed past $850 billion.

Don was confused. So he came over and we made an episode about it.

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