foundation model companies

“I think that there's only going to be five or six foundation model companies in the world in three years, five years.”

“I think that there's only going to be five or six foundation model companies in the world in three years, five years.”

“I think that there's only going to be five or six foundation model companies in the world in three years, five years. I think it's going to be us, Nvidia, Google, Microsoft, OpenAI, and Meta, and Apple probably are the ones that train these models.”

“There is, there are one or two companies. In there that will make their venture investors a lot of money and the rest of them will cost their LPs and GPs a lot of money.”

“I think the market structure will end up sort of like cloud for the models where, you know, cloud costs for the average end customer are fine. And, you know, cloud's an oligopoly and they make high profits. I think the model companies, you know, that serve API…”

“I think they will be more revenue generative than the foundation model companies in the next two to three years, as they often are in early stages of kind of cycles.”

“Because look, the truth, even when the crunch comes, the foundation model companies make it. Because they, they're on top of the heap. They have the high intellectual property asset, right? They're going to make it.”

“Because, let me be clear, if you know the answer to that question, that one question, you know the answer to the entire direction of the U.S. Stock market for the next two years. Because all the hyperscaler RPO, all of it, is a function of the commitments they…”

“Some of them might, will be great investments, because I do think the foundation model companies, once the public will be acquirers of some of this stuff for time expansion, but they won't all be great investments.”