StarZero All shows Try the podcast clipper →

model companies

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jun 2, 2025 by Varun Mohan · across every show →

Everything said about model companies, oldest first

Jun 2, 2025 positive
Assertion Supported
Mohan: AI model companies are expanding directly into application software
“But as you can see, you are seeing like these model companies actually going up to the app layer too in whatever apps they see are like valuable to them.”
Varun Mohan Jun 2, 2025 ▶ 53:13 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Mar 9, 2026 negative
Disclosure
Clements: Accel missed investing in early AI foundation model companies
“A lot of firms miss the model companies early, and we're guilty of it.”
Miles Clements Mar 9, 2026 ▶ 27:31 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Jul 11, 2026 positive
Assertion Contradicted
Jain: Enterprise fears over AI models training on company data have vanished
“When AI just came, there was a, companies were a lot more afraid of getting their data outside of, you know, their own control and model companies training with, you know, with their data. But that sort of is a fear that it's no longer there. Like, you know, l…”
Arvind Jain Jul 11, 2026 ▶ 7:51 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more