Money Stuff: The Podcast · Friday, September 18, 2026
The rapid development of frontier AI models presents a paradox: while there's a business case for deploying existing models and generating revenue, the competitive pressure to create the next, more powerful (and potentially dangerous) model continues. This race consumes vast resources and intensifies the existential risk debate.
“So if you just turned off model development for the next year, Anthropic and OpenAI could do a lot of business. They could sell a lot of products, right? And they'd make a lot of money because their unit economics are pretty good.”
“But because there is a competitive pressure to build the best model every frontier lab, instead of only just going around sending out forward deployed engineers to like, you know, sell more compute to accounting firms is spending bajillions of dollars training their next model.”
“And will the next model kill us all?”