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AI model companies

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Feb 3, 2025 by Nabeel Hyatt · across every show →

Everything said about AI model companies, oldest first

Feb 3, 2025 negative
Insight
Hyatt: Investors shouldn't evaluate AI companies by their underlying models
“I don't think you should evaluate any company by the models that are underneath it. Even model companies.”
Nabeel Hyatt Feb 3, 2025 ▶ 1:05:44 Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
Sep 22, 2025 bullish
Prediction Not checkable as stated
Taneja: Few AI model companies will scale, but will exceed cloud giants
“There's not going to be any, that many AI model companies that actually become at scale and potentially be even bigger than what these cloud companies became.”
Hemant Taneja Sep 22, 2025 ▶ 24:23 General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
Aug 22, 2026 bearish
Opinion
Murdock: Building Custom Chips Is the Wrong Long-Term Path for AI Companies
“Look, actually owning the chip is going the wrong way long term. Short term, it makes sense for larger companies, because they want to optimize chipsets for models.”
Jerry Murdock Aug 22, 2026 ▶ 28:36 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
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