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foundational model companies

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 20, 2024 by Harry Stebbings · across every show →

Everything said about foundational model companies, oldest first

Mar 20, 2024 bearish
Disclosure
Stebbings: Missed AI foundation models expecting commoditization
“I've missed investing in a lot of the foundational model companies, always believing that that would be just a layer of commoditization there.”
Harry Stebbings Mar 20, 2024 ▶ 56:13 Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
Apr 11, 2026 bullish
Prediction Open · timeframe Apr 2028
Reyna: OpenAI, Google, and ElevenLabs will buy new foundational model startups
“OpenAI and Anthropic will end up, and Google will end up buying, and 11 Labs will end up buying, like, all of the new foundational model companies that will be popping up and creating research and paying just, like, a few billion here, a few billion there, and…”
Carles Reina Apr 11, 2026 ▶ 1:23:19 ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
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