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foundational model investments

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 6, 2023 by Nikhil Basu Trivedi · across every show →

Everything said about foundational model investments, oldest first

Sep 6, 2023 bearish
Opinion
Basu Trivedi: Massive AI foundation model seed rounds make no sense
“We don't think that the foundational model investments that, for example, they're raising hundreds of millions of dollars in a seed make any sense. They don't make sense for sure for our firm, but we don't think they actually make much sense for the big funds …”
Nikhil Basu Trivedi Sep 6, 2023 ▶ 14:38 Nikhil Basu Trivedi: Why 99% of AI Investments Will Go Bust | E1057 · 20VC with Harry Stebbings
Sep 25, 2024 neutral
Disclosure
Vishria: Benchmark holds no investments in foundational AI model companies
“In terms of value accrual, like, you know, I think for Benchmark, like, we have a, we have no foundational model investments thus far anyway.”
Eric Vishria Sep 25, 2024 ▶ 31:49 Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
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