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oligopoly

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 6, 2024 by Sarah Tavel · across every show →

Everything said about oligopoly, oldest first

May 6, 2024 negative
Prediction Held up
Tavel: Escalating training costs will produce foundation model oligopoly
“Each successive model is going to be more and more expensive. That suggests a world where you're going to have an oligopoly.”
Sarah Tavel May 6, 2024 ▶ 0:20 Sarah Tavel: Will Foundation Models Be Commoditised? | E1149 · 20VC with Harry Stebbings
Jul 28, 2025 bullish
Prediction Held up
Casado: The AI coding model market will become an oligopoly
“Oligopoly. This is how the cloud, well, this is how the cloud played. I think probably the best analog we have is the cloud, right?”
Martin Casado Jul 28, 2025 ▶ 6:43 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
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