foundation LLM providers
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 providers, oldest first
Dec 11, 2025 neutral
O'Driscoll: Foundation LLM providers must own consumer apps to avoid API commoditization
“If at the API level, I'm a commodity, and there's me, OpenAI, and Gemini, and the swapping between us, I have got to grab the apps. And that's what you're saying. I mean, Antropic is grabbing the coding app, And obviously OpenAI is grabbing the ChatGPT consume…”