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foundational AI model providers

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement May 22, 2025 by Rory O'Driscoll · across every show →

Everything said about foundational AI model providers, oldest first

May 22, 2025 bullish
Prediction Open · timeframe May 2030
O'Driscoll: Only 2 or 3 foundational AI model providers will survive
“I don't buy the commodification argument. There's going to be two or three of them. I don't think there's going to be 10”
Rory O'Driscoll May 22, 2025 ▶ 1:14:35 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
May 22, 2025 bullish
Insight
O'Driscoll: AI model providers are the anchor tenants of AI economy
“They're the anchor tenants of the AI economy, just as Amazon, Azure, and whatever Google, Google Cloud were kind of the anchors of the cloud economy.”
Rory O'Driscoll May 22, 2025 ▶ 1:15:02 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
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