foundation model

also referred to as: foundation models

10 statements across 9 episodes · 5 bullish · 3 bearish · 9 people on the record · first statement Sep 25, 2023 by Mira Murati · across every show →

Everything said about foundation model, oldest first

Sep 25, 2023 bullish
Prediction Held up
Murati: Future AI models will expand pre-training into multimodal inputs
“The world is not just in text, it's also in images, so I think That will certainly expand in, in that direction, and we'll have these bigger models that will have all these modalities and that's kind of the pre-training part of the work, where we really want t…”
Mira Murati Sep 25, 2023 ▶ 23:45 Where We Go From Here with OpenAI's Mira Murati
Oct 3, 2024
Insight
Ganguli: Specialized Models Beat Fine-Tuned Foundation Models for Specific Tasks
“You really, I think you're best off with a specialized model trained on the data that's very relevant to the thing, the task you want to solve. Your second best bet is to start with a foundation model that understands the broad space and fine tune it. Again, o…”
Surya Ganguli Oct 3, 2024 ▶ 16:11 AI at the Intersection of Bio | Vijay Pande, Surya Ganguli & Bowen Liu
May 31, 2025 bullish
Prediction Not checkable as stated
George: AI market value will accrue primarily to applications and chips
“We're very high conviction that at the application layer you will have tremendous value and at the chip layer you will have tremendous value.”
David George May 31, 2025 ▶ 30:42 Where Crypto Meets AI with Chris Dixon & David George
Jun 26, 2025 positive
Prediction Not checkable as stated
Jain: Recruiting AI talent is getting easier as foundation tooling improves
“Getting the best talent is important. I think it's getting easier over time. I think it's because every major Company building in AI, the foundation models, is making it easier to fine tune, making it easier to bring your data, which becomes a moat, to be able…”
Ankit Jain Jun 26, 2025 ▶ 17:47 Can AI Solve Healthcare's Urgent Workforce Challenges? w/ Ankit Jain
Sep 15, 2025 positive
Prediction Not checkable as stated
Hsu: Arc Institute's moonshot is building virtual cells using foundation models
“Our moonshot is really to make virtual cells at Arc and simulate human biology with foundation models, and, you know, we'd like to figure out something that feels useful for experimentalists, people who are skeptical about technology, you know, they just want …”
Patrick Hsu Sep 15, 2025 ▶ 1:30 Faster Science, Better Drugs
Jan 13, 2026 neutral
Insight
Horowitz: AI Foundation Models Cannot Subsume Application Complexity
“Right now, currently, I would say that the complexity of the application itself is very high and is not subsumed in the foundation model. And so I think these things are not as straightforward as they appear and the benchmarks can be misleading.”
Ben Horowitz Jan 13, 2026 ▶ 24:08 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jun 8, 2026 bearish
Opinion
Evans: Chatbots and foundation models are not standalone products
“I don't think foundation models. A product. I don't think a chatbot is a product. I think the value will be further up.”
Benedict Evans Jun 8, 2026 ▶ 0:29 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
Jun 8, 2026 bearish
Insight
Evans: Foundation AI models are commodities and low-level infrastructure
“The models are kind of diff commodities, and the chatbot isn't the right UI or the right product, and the companies aren't going to be able to build all of that stuff themselves, so therefore they're low-level infrastructure.”
Benedict Evans Jun 8, 2026 ▶ 21:38 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
Jul 30, 2026 positive
Insight
Sreenivas: Improved model instruction-following unlocks open-ended workflows like sales discovery
“When you had models, you know, let's say a few years ago, you'd have to give it very, very tight guidance, very specific instructions that you didn't want it to deviate from, and as the models got smarter, you could kind of give it broader and broader guidance…”
Ashwin Sreenivas Jul 30, 2026 ▶ 50:02 How Decagon Runs 90% of Its Agents on Open-Source Models
Sep 4, 2026 negative
Assertion Not checkable as stated
Fei-Fei Li: No existing frontier foundation model is robust enough for robotics
“That's just the first part of this, is meeting the robotics needs in the current technology, because we don't yet have a frontier foundation model that's robust enough for robotics.”
Fei-Fei Li Sep 4, 2026 ▶ 31:57 Why Fei-Fei Li Is Betting on Spatial Intelligence
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