foundation model space
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2024 by Mark Casey · across every show →
Everything said about foundation model space, oldest first
Jul 23, 2024 bullish
Mark Casey: Capital Group is buying AI choke points across chips, clouds, and models
“And then what I'm mostly looking for, where are the choke points right now? And there's a bunch. It's semiconductors and semiconductor capital equipment. There's only a handful of companies that are good at that. There's only three big public clouds. There's o…”