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model companies

also referred to as: the model companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 29, 2026 by David George · across every show →

Everything said about model companies, oldest first

May 29, 2026 bullish
Assertion Not checkable as stated
George: AI model companies are adding more revenue than public software combined
“The model companies are adding more than the entire public software universe in terms of revenue added, you know, combined.”
David George May 29, 2026 ▶ 7:03 The New Rule for Picking AI Winners | The a16z Show
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