Yuchen Jin @Yuchenj_UW

People ask: “Are you dunking on neolabs?” Most neolabs will fail. That’s normal. But I believe more AI breakthroughs are coming. I’m skeptical of those following the same playbook as OpenAI and Anthropic. Raising $1B and spending 50% on GPUs doesn’t make you a $10B company. I’m rooting for the contrarians. Challenge scaling laws. Challenge transformers. Challenge how models learn. Challenge the next-token prediction paradigm. My bigger concern is that brilliant researchers don’t necessarily make great founders. In my experience, researchers often struggle to turn their research into great products / sustainable businesses. [引用 @Yuchenj_UW]: Heard from a neolab friend: “Even if we fail to train the best model, we locked in GPU capacity early. H100/B200/B300 rental prices have since gone up 2–3x. We can just resell the compute and print money.” OK, so that’s the business model.