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AI Foundation Labs

topic on 2 shows · 2 statements across 2 episodes

No Priors Sourcery

2 statements about AI Foundation Labs, every show

SOURCERY Opinion
Tony Kim expects massive public market appetite for AI lab IPOs
“I am, ah, I'm hopeful, excited to see the big labs go public in the next 12 months. I think that will be, I think that'll be, I think it'll be interesting. It'll be exciting. And I think there is huge market appetite for it.”
Tony Kim Jul 24, 2026 ▶ 1:02:41 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
NO PRIORS Insight
Gil: Building a bundle is software's best defense against AI shifts
“The best way to defend against this is to build a bundle.”
Elad Gil Feb 19, 2026 ▶ 37:09 The AI Code Slop: Risk or Opportunity?

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