The speaker considers it a terrible strategy for a company to simply replicate OpenAI or Anthropic, since it would compete on data and compute where frontier labs have an advantage.

“i don't know too much about thinky or i don't want to say anything either but it's like if their strategy is just to replicate open ai or anthropic like that's a horrible strategy because well because like i mean they just don't have like you kind of just have to think of it in terms of like what advantage do you”

“you have and if if you're going to use the same setup i'm sure they're not but it's like if you're going to do the same setup like you're basically competing on the things you can control which is data and compute and obviously they cannot compete with the frontier labs on that so yeah it makes sense that like if you are a neil lab like actually i don't know if you would consider them to be a neil lab but i guess like”