Foundation Model Provider
topic on 5 shows · 6 statements across 6 episodes
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Masters of Scale 
the a16z Podcast 
20VC
6 statements about Foundation Model Provider, every show
Evans: Model makers will lose pricing power within five years
“And the paradox is like right now they can name their price, but that isn't where we're going to be in five years. You can argue about how quickly the infrastructure gets built out and how fast the GPUs arrive, blah, blah, blah, blah. Fine. But that's a supply…”
Krishna: IBM will not be a hyperscaler or foundation model provider
“We are not going to be a hyperscaler, which was two of the four you mentioned, and we're not a foundation model provider.”
Acharya: 80% of foundation model capabilities are interchangeable substitutes
“They're all innovating roughly in lockstep. 80% of what they do, I think that they're actually substitutes for, and then there's the open source models, which also do the same things. And then in the 20%, which arguably is where a lot of the value is, they are…”
Rampell: Non-state-of-the-art foundation model companies cannot build viable businesses
“The model company is the most cutthroat, because, like, unless you're, if you're state of the art minus, minus, minus, And you're trying to earn a living. It's just like that. That's just not going to work. So that game is super cutthroat.”
Osika: No single foundation model provider will win the AI market
“You don't need to be attached to one foundation model provider. They're all going to be amazing. You don't need to There's not going to be one winner here.”
Khosla: AI labs must prioritize usage and training data over near-term revenue
“So I'm pretty convinced The next few years, the revenue isn't the important metric. You don't want to, of course, lose so much money you can't afford it, but you're not trying to make tons of money. You're trying to get tons of usage and you're trying to get t…”