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AI foundation model market

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Sep 4, 2024 by Zico Kolter · across every show →

Everything said about AI foundation model market, oldest first

Sep 4, 2024 neutral
Prediction Held up
Kolter: AI foundation model landscape will likely undergo market consolidation
“And I think there will be most likely consolidation, but I'm not quite sure how it will play out.”
Zico Kolter Sep 4, 2024 ▶ 17:12 Zico Kolter: OpenAI's Newest Board Member on The Biggest Questions and Concerns in AI Safety | E1197 · 20VC with Harry Stebbings
Nov 24, 2025 neutral
Prediction Held up
Shlomo: AI model market will not be winner-take-all
“It's like, either it's not going to be one winner takes it all. And there's going to be like more and more companies getting into this market. It's going to be like the Chinese players that are now like changing the entire market dynamics.”
Maor Shlomo Nov 24, 2025 ▶ 1:14:11 Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
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