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foundation model provider

also referred to as: foundation model providers

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Mar 5, 2025 by Anton Osika · across every show →

Everything said about foundation model provider, oldest first

Mar 5, 2025
Prediction Open · timeframe Mar 2030
Osika: No single foundation model provider will win the AI market
“You don't need to be attached to one foundation model provider. They're all going to be amazing. You don't need to There's not going to be one winner here.”
Anton Osika Mar 5, 2025 ▶ 45:42 Anton Osika, Co-Founder and CEO @ Lovable: Hitting 85% Day 30 Retention - Better than ChatGPT · 20VC with Harry Stebbings
Feb 9, 2026 neutral
Insight
Acharya: 80% of foundation model capabilities are interchangeable substitutes
“They're all innovating roughly in lockstep. 80% of what they do, I think that they're actually substitutes for, and then there's the open source models, which also do the same things. And then in the 20%, which arguably is where a lot of the value is, they are…”
Anish Acharya Feb 9, 2026 ▶ 10:04 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
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