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foundation model APIs

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 28, 2025 by Rory O'Driscoll · across every show →

Everything said about foundation model APIs, oldest first

Aug 28, 2025 bearish
Prediction Open · timeframe Aug 2030
O'Driscoll: Foundation model revenue won't hit $100B due to TAM limits
“So, I don't know if I get to that hundred million plus, hundred billion plus in revenue, because I just run the math and I can't find the TAM, but I could be wrong in underestimating it. My guess is no, and it slows more than you think, but it's not a crazy ca…”
Rory O'Driscoll Aug 28, 2025 ▶ 38:17 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
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