9 May 2026 10:00
The Pre-Training Wall and the Treadmill After It
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.
