foundation model labs

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 10, 2025 by Everett Randle · across every show →

Everything said about foundation model labs, oldest first

Nov 10, 2025
Insight
Randle: AI labs set the baseline competition for application startups
“For a lot of these categories, the labs set the baseline in terms of customer experience. They're like, they're your competition at your base layer. And so whatever you can get from ChatGPT or whatever you can get from anything directly from the labs apps them…”
Everett Randle Nov 10, 2025 ▶ 29:18 Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
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