
Ross Sandler
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Sep 21, 2026
Pacing the Frontier: What’s next for AI?
5:27
5:43
5:59
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5:15Ronnie WexlerHOST
From a growth rate perspective, does this mean lower growth rates or slower growth rates off a highly accelerated pace? How do you see this all playing out as we pace the frontier for these AI labs?

Ross SandlerGUEST
Yeah, I think the revenue growth shouldn't be impacted at all, really, in the near term, because most of what's happening, like there's the training process, which is like, you know, these models that are doing these, you know, these breaches were sort of things that have yet to be released.

Ross SandlerGUEST
The ones that are out in the wild, which would be an open AIs case, Astra, which is like their GPT-6, in Anthropix case, Fable 5.

Ross SandlerGUEST
And, you know, us as the end user are kind of going about our business and kind of using these products.