Foundational AI Models

topic on 4 shows · 5 statements across 5 episodes

WTF is with Nikhil Kamath the MAD Podcast Big Technology All-In

5 statements about Foundational AI Models, every show

Roy: Microsoft should not attempt to build foundational AI models
“So, so if I'm Microsoft, I actually agree. I don't think that's the right approach. I think like, you know what? Let them all battle it out.”
Ranjan Roy Jun 8, 2026 ▶ 50:42 Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
WTF Prediction Not checkable as stated
Staniszewski: Only a few global companies will pre-train foundational AI models
“Like let's take building foundational AI models. I think the kind of, the base will be pre-trained by few companies in the world, just given the resources required. They'll be open source of course offerings in that bucket. But then Probably, as I think about …”
Mati Staniszewski Mar 11, 2026 ▶ 40:48 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
ALL-IN Prediction Not checkable as stated
Buchheit: Astronomical capital costs will limit foundation model competitors
“I expect that it'll probably stay relatively stable, honestly, because I, the cost of building these foundation models is astronomical, right? We just saw XAI is raising another twenty billion, something like that. And so it, Just the capital requirements are …”
Paul Buchheit Jul 23, 2025 ▶ 1:09:15 Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
MAD Opinion
Canva's proprietary design data uniquely positions it to build foundation models
“So maybe that advice of kind of like, don't be in the foundation, foundational model Space is good general advice, but we think that we are in a quite unique position in terms of the data that we have to pursue that particular avenue.”
Brendan Humphreys Jun 20, 2025 ▶ 43:13 Inside a $3B ARR Rocketship — Canva CTO Brendan Humphreys on Deploying AI at Scale
ALL-IN Assertion Not checkable as stated
Chamath: Foundational AI models are becoming a consumer surplus
“Foundational models are quickly becoming a consumer surplus. Every model is roughly the same. They keep getting better and better, but they're also approaching these asymptotic returns.”
Chamath Palihapitiya Jun 29, 2024 ▶ 59:18 Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

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