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 that all of your decisions when you’re training a model come back to pre-training.”
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
…So, it’s reported that xAI is going to hit that one-gigawatt scale early ’26, and a full two gigawatts by year end. How do you think they’ll utilize that in the context of scaling laws? Is a lot of that inference? Is a lot of that training? It ends up being all of the above. I think that all of your decisions when you’re training a model come back to pre-training. So if you’re going to scale RL on a model, you still need to decide on your architecture that enables this. We were talking about other architectures and using different types of attention. We’re also talking about Mixture of Experts models. The sparse nature of MoE models makes it much more efficient to do generation, which becomes a big part of post-training, and you need to have your architecture ready so that you can actually scale up this compute. I still think most of the compute is going in at pre-training. Because you can still make a model better, you still want to go and revisit this. You still want the best base model that you can. And in a few years that’ll saturate and the RL compute will just go longer. Are there people who disagree with you that say basically pre-training is dead? That it’s all about scaling inference, scaling post-training, scaling context, continual learning, and scaling synthetic data?…
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