big models
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 3, 2025 by Ben Horowitz · across every show →
Everything said about big models, oldest first
Nov 3, 2025 positive
Horowitz: Specialized AI startups thrive despite threat from foundation models
“Ideas that we thought would for sure get subsumed by the big models are becoming amazingly differentiated businesses just because the fat tail of the universe is very fat and you need really kind of specific understanding of certain scenarios to build an effec…”