model provider
also referred to as: model providers
6 statements across 6 episodes · 3 bullish · 2 bearish · 6 people on the record · first statement Mar 24, 2025 by Andrew Feldman · across every show →
Everything said about model provider, oldest first
Mar 24, 2025 bullish
Aug 15, 2025 bearish
May 14, 2026 bullish
O'Driscoll: Long-term AI value will accrete primarily to model providers
“I think, and I could be wrong, I think in the end the value will accrete mainly to the model providers and everyone down the stack that's selling to them, even though they're all making out like bandits today, starting with the memory guys all the way up to th…”
Jun 13, 2026 positive
Aug 2, 2026
Angelopoulos: Model labs must enter application layer to avoid commoditization
“If, like, inference is going to commoditize, then, of course, the next best thing is for the model providers to be moving up the application layer in order to own more of the application stack so that they ensure that they're not commoditized and they're getti…”
Aug 31, 2026 bearish
Katz: Revenue durability is the single biggest risk for AI applications
“If you were to come down to one, if you were to say this, what's the single biggest risk would be durability of revenue because the switching costs that you and I talked about are very high for infrastructure software. The switching costs can be very low for a…”