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Foundation Model APIs

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Foundation Model APIs, every show

20VC Prediction Open · timeframe Aug 2030
O'Driscoll: Foundation model revenue won't hit $100B due to TAM limits
“So, I don't know if I get to that hundred million plus, hundred billion plus in revenue, because I just run the math and I can't find the TAM, but I could be wrong in underestimating it. My guess is no, and it slows more than you think, but it's not a crazy ca…”
Rory O'Driscoll Aug 28, 2025 ▶ 38:17 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings

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