What Nathan Lambert thinks about LLMs
Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.
Nathan Lambert did not write this page.
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30 dated positions, 2024 to 2026, in their own words. Our reading of what Nathan Lambert has said — not written or endorsed by them.
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Their wordsAnd my kind of statement is that I think the cycle from of having an idea and doing the experimentation to test it, I agree will be 10X faster very soon. But I don’t necessarily agree that I would say that AI researchers will be 10X more productive in net, which I would describe as the pace of the field’s complete understanding. And understanding is a different axis from just continuing to scale models. I think that’s one of my core confusions on the AI research side.
↗Debating RSI, the US-China Gap, and Jaggedness with JS Denain of Epoch AIinterconnects.ai
- 1 day earlier
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Their wordsChinese AI companies are the clear leaders in open weight models.
↗The current balance of power in open modelsinterconnects.ai
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Their wordsThe capabilities gap from open to closed models available to users has been decreasing over the last 3 years.
↗The current balance of power in open modelsinterconnects.ai
- 2 days earlier
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Their wordsRSI is poised to make modern LLMs vastly cheaper. Trends that have shown LLMs get exponentially cheaper at a given intelligence are likely to accelerate.
↗Why I still haven’t bought into true RSIinterconnects.ai 2nd of 3 in this piece
- 8 days earlier
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Our readingThe performance gap between open and closed AI models has narrowed to roughly 4-6 months.
Their wordsThe open-closed model gap has reduced in recent years, and is now at roughly 4-6 months.
↗Open-Source AI & Open Models Reading Listinterconnects.ai 1st of 3 in this piece
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Our readingSince 2024, the leading open-weight AI models have come from Chinese labs rather than American ones.
Their wordsThe leading open models have all come from Chinese labs since ~2024.
↗Open-Source AI & Open Models Reading Listinterconnects.ai 2nd of 3 in this piece
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Their wordsDistillation - the process of training on output tokens from another model - is the single most eventful debate around open models in 2026.
↗Open-Source AI & Open Models Reading Listinterconnects.ai 3rd of 3 in this piece
- 1 day earlier
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Their wordsAI has always been very jagged, and we are making models which are superhuman goal-seekers at math and software engineering, but they have massive limitations on intuitions, creativity, and other types of reasoning that humans are strong at.
↗One resignation turned the embers of AI fear into a wildfireinterconnects.ai 3rd of 3 in this piece
- 2 days earlier
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Our readingFrontier Chinese AI labs are moving toward more restrictive licensing terms for their open models.
Their wordsChinese model makers at the frontier, however, are becoming more restrictive
↗Latest open artifacts (#24): Motif-3, GLM-5.3, Hy4-preview and open model licensesinterconnects.ai 1st of 2 in this piece
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Their wordswe expect similar architectures to become more popular and the ecosystem to fix integrations by the time Qwen4 drops.
↗Latest open artifacts (#24): Motif-3, GLM-5.3, Hy4-preview and open model licensesinterconnects.ai 2nd of 2 in this piece
- 3 weeks earlier
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Their wordsopen models are still incredibly useful, but fill a long-tail ecosystem relative to the closed counterparts that have monopoly ownership stakes in the most valuable areas like knowledge work collaboration, drug discovery, SWE, etc.
↗Teaching Everyone to Fish for Tokensinterconnects.ai 2nd of 3 in this piece
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Our readingReleasing free access to AI intelligence is one of the strongest available business strategies.
Their wordsreleasing access to intelligence is one of the strongest business strategies available.
↗Teaching Everyone to Fish for Tokensinterconnects.ai 3rd of 3 in this piece
- 3 days earlier
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Their wordsIt is very, very likely that OpenAI and Anthropic have far better internal models than Z.ai and Moonshot AI.
↗GLM-5.3: How Chinese labs keep stride with the frontierinterconnects.ai 1st of 3 in this piece
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Their wordsAt the end of the day, this type of safety barely matters when true open-weights are coming.
↗GLM-5.3: How Chinese labs keep stride with the frontierinterconnects.ai 3rd of 3 in this piece
- 2 days earlier
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Their wordsModels being stagnant in long-form, non-fiction writing should be alarming to those reliant on models autonomously solving grand, open science problems in the near future.
↗I wrote an AI textbook — how long until AI can do it better?interconnects.ai 1st of 3 in this piece
- 18 months earlier
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Their wordsAnd we'll get into the details of the models and again and again as we try to get deeper into how the models were trained, we will say things like the data processing, data filtering data quality is the number one determinant of the model quality.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 1st of 44 in this recording
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Their wordsAccepted practice is that for any given model that is a notable advancement, you're going to do two to 4x compute of the full training run in experiments alone.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 5th of 44 in this recording
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Their wordsThere's not many worlds where China cannot train AI models. I think export controls are decapping the amount of compute or the density of compute that China can have.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 6th of 44 in this recording
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Their wordsI think my personal definition of AGI is much simpler. I think language models are a form of AGI and all of this super powerful stuff is a next step that's great if we get these tools. But a language model has so much value in so many domains that it's a general intelligence to me.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 8th of 44 in this recording
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Their wordsThere's some research that shows that the distribution is actually the limiting factor. So language models haven't yet made misinformation particularly change the equation there.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 9th of 44 in this recording
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Their wordsthese open models are probably going to keep coming for the time being, whether or not we want to stop them, and stopping them might make it even worse and harder to prepare.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 19th of 44 in this recording
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Their wordsI almost think it's practically impossible because you effectively have to remove them from the internet.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 21st of 44 in this recording
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Their wordsDistillation is standard practice in industry. Whether or not, if you're at a closed lab where you care about terms of service and IP closely, you distill from your own models.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 29th of 44 in this recording
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Their wordsI think that they're trying to shift the narrative. They're trying to protect themselves. We saw this years ago when ByteDance was actually banned from some OpenAI APIs for training on outputs. There's other AI startups that most people, if you're in the AI culture, were like they just told us they trained on OpenAI outputs and they never got banned.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 30th of 44 in this recording
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Their wordsThe short-term that company that could make the most money is the one that figures out what advertising targeting method works for language model generations.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 36th of 44 in this recording
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Their wordsAnd the history of NLP and language processing instruction, tuning and tasks per language model used to be like one language model did one task, and then in the instruction tuning literature, there's this point where you start adding more and more tasks together where it just starts to generalize to every task. And we don't know where on this curve we are.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 37th of 44 in this recording
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Their wordsAnd humans are actually very good at reading or judging between two things versus... This goes back to the core of what RLHF and preference tuning is that it's hard to generate a good answer for a lot of problems, but it's easy to see which one is better.
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 41st of 44 in this recording
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Their wordsuntil there are feedback loops of open source AI, it seems like mostly an ideological mission. People like Mark Zuckerberg, which is like America needs this and I agree with him, but in the time where the motivation ideologically is high, we need to capitalize and build this ecosystem around, what benefits do you get from seeing the language model data?
↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 42nd of 44 in this recording
- 2 months earlier
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Our reading · no longer heldOpenAI's o1 does an online search over reasoning steps at test time, unlike a traditional autoregressive language model.
No longer holdsThis is the argument that all of the “search” in OpenAI’s o1 (and some of the replications) is all within the reinforcement learning training behavior.
SaidIn my first post on o1, I tried to take OpenAI’s corporate communications and the media of their employees at face value to figure out what is going on: What would it mean for OpenAI’s o1 to be using search?
- 3 months earlier
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Their wordsUnlike traditional autoregressive language models, it is doing an online search for the user.