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foundational models

5 statements across 5 episodes · 1 bullish · 3 bearish · 5 people on the record · first statement Nov 19, 2022 by Oana Olteanu · across every show →

Everything said about foundational models, oldest first

Nov 19, 2022 bullish
Prediction Partly held up
Olteanu: AI foundational models will commoditize like compute power
“Foundational models. I think they will get commoditized like compute, and I think the companies who deliver the last mile will be the ones to capture most value.”
Oana Olteanu Nov 19, 2022 ▶ 35:04 Oana Olteanu: Why Founders Should Expect More From Their VCs | 20VC #950 · 20VC with Harry Stebbings
Sep 25, 2024 bearish
Opinion
Vishria: AI foundational models are fastest depreciating asset in history
“Foundational models are the fastest depreciating asset in human history.”
Eric Vishria Sep 25, 2024 ▶ 31:06 Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
Feb 3, 2025 bearish
Insight
Hyatt: Pure compute-heavy AI labs without consumer applications will fail
“So if I compare that to somebody who's spending a bunch of money on compute for an academic lab for a very large foundational model I don't think those things accrue very well over time. I think you need to be full stack.”
Nabeel Hyatt Feb 3, 2025 ▶ 50:44 Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
Apr 11, 2025 bearish
Opinion
Nayak: Foundational AI models are not products in themselves
“I don't think the foundational models are products. You're seeing this with OpenAI right now. They're more pivoting to a product company, and Satya even said this.”
Aatish Nayak Apr 11, 2025 ▶ 18:25 20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
Oct 13, 2025 neutral
Disclosure
Cannon-Brookes: Atlassian decided early on against training foundational AI models
“Firstly, very early on, we thought there would likely be multiple foundational models that were competing. And hence we've built our technology to be multi-model on purpose in almost every way, and that we were not going to make foundational models. It's unlik…”
Mike Cannon-Brookes Oct 13, 2025 ▶ 18:33 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
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