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foundation LLM market

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 11, 2025 by Rory O'Driscoll · across every show →

Everything said about foundation LLM market, oldest first

Dec 11, 2025 neutral
Prediction Open · timeframe Dec 2030
O'Driscoll: High fixed costs will consolidate foundation LLM providers to three or four
“As the cost to enter gets higher, the fixed cost barriers, there's not, I don't know if there's going to be 10 of these. There might be three or four, but there's not, I doubt there'll be 10.”
Rory O'Driscoll Dec 11, 2025 ▶ 1:05:18 SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
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