The speaker believes third-party frontier chip companies can persist for multiple decades because frontier labs face asymmetric risks from going all in on hardware.

“make is explaining why we believe that over you know multiple decades the world sustains some kind of frontier third party chip players you know why does this not just roll up into these into these labs um and i think that comes down to the kind of asymmetric game that all of these labs and frontier players have to play uh where they're exposed to an enormous risk if they go all in on a hardware”