Alex Gross is a recurring Moonshots guest who tracks frontier model benchmarks, scaling laws, and quantization. He co-wrote 'Solve Everything' with Diamandis and analyzes Pareto frontiers for cost-performance.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Meta is differentiating by selling its massive compute capacity to frontier labs, creating a new revenue stream as model training commoditizes.
Anthropic's partnership with SpaceX for Colossus/Colossus 2 orbital data centers validates the economic crossover of space-based compute within 5-7 years.
Google lacks a competitive frontier model on the cost-performance Pareto frontier, risking irrelevance in the model layer unless it pivots to hyperscaler or application layers.