Evidence receipt / belief
Published · transcript-backedNathan Lambert: belief
1 Feb 2026 Lex Fridman Podcast #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI
“I think there will be some other big multi-billion dollar acquisitions, like Perplexity.”
Source trail
Everything needed to verify it.
- Speaker
- Nathan Lambert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 1 Feb 2026
- Publisher
- Lex Fridman Podcast
Transcript context
…What kind of surprising consolidation do you think we’ll see? You say Anthropic is a “never.” I mean, Groq is a big one—Groq with a Q, by the way. Yeah. There’s just a lot of startups and there’s a very high premium on AI startups. So there could be a lot of $10 billion range acquisitions, which is a really big acquisition for a startup that was maybe founded a year ago. I think Manus.ai—this company based in Singapore that was founded eight months ago and then had a $2 billion exit. I think there will be some other big multi-billion dollar acquisitions, like Perplexity. Like Perplexity, right?…
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