Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice
Nick Frosst is a Canadian AI researcher and entrepreneur, best known as co-founder of Cohere, the enterprise-focused LLM. Cohere has raised over $900 million, most recently a $500 million round, bringing its valuation to $6.8 billion. Under his leadership, Cohere hit $100M in ARR. Prior to founding Cohere, Nick was a researcher at Google Brain and a protégé of Geoffrey Hinton.
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In Today’s Episode We Discuss:
00:00 Intro
00:50 Biggest lessons from Geoff Hinton at Google Brain?
02:14 Did Google completely sleep at the wheel and miss ChatGPT?
05:41 Is data or compute the real bottleneck in AI’s future?
07:16 Does GPT5 Prove That Scaling Laws are BS?
15:47 Are AI benchmarks just total BS?
22:01 Would Cohere spend $5M on a single AI researcher?
32:59 Open vs Closed AI Models
36:01 Future of Prompting
38:43 Lessons from a $600M Fundraise
42:11 How do Cohere compete with OpenAI and Anthropic’s billions?
46:17 Do Enterprise Companies Trade at Lower Multiples?
56:15 Should countries fund their own models? Is model sovereignty the future?
01:05:12 Why has Sam Altman actually done a disservice to AI?
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