AI foundation model companies

“I don't buy that five, six, seven, eight, nine, 10 of these are going to work. It's just not true. Financially, it's not true.”

“I think you want to own the interface with the customer, and if you own the interface with the customer, you have the chance to iterate on an interface with the customer and stay ahead of everybody else.”

“Because if you think about it, these model companies have grown faster than any company in human history. They're spending three, four hundred billion dollars on compute. They're probably spending three, four billion dollars on RLHF, and they were spending zer…”

“These stocks aren't going to trade in the same fashion until five or six public of these two of the foundation models and four or five other AI gen, AI native companies are public.”