foundation model labs
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 30, 2026 by Jesse Zhang · across every show →
Everything said about foundation model labs, oldest first
Jul 30, 2026 bullish
Zhang: Vertical AI applications will outperform general lab-built agents
“The labs themselves will have more application capabilities, but those will be fairly general. Like they're, you can maybe build general agents that can do this thing or that thing. But for a lot of these like core verticals, like ours, our thesis is that, you…”