Foundational Model Companies
topic on 4 shows · 5 statements across 5 episodes
Latent Space 
the Neon Show 
TBPN 
20VC
5 statements about Foundational Model Companies, every show
Reyna: OpenAI, Google, and ElevenLabs will buy new foundational model startups
“OpenAI and Anthropic will end up, and Google will end up buying, and 11 Labs will end up buying, like, all of the new foundational model companies that will be popping up and creating research and paying just, like, a few billion here, a few billion there, and…”
Bajaria: Software Moats Are Dead, Even for Foundation Model Makers
“I actually think the modes, the tech modes are disappearing.
Yeah.
Right?
You, I think if anybody believes that they can create a tech mode right now, it's hard.
I mean, even the foundational model companies can't create tech mode, which is like the most impor…”
Gilbert: Almost all foundation model leaders worked at Google in 2015–2016
“Everyone, almost everyone doing interesting things in foundational model companies at the leadership level. You can trace a lineage back to Google. And almost all of them were there, twenty-fifteen, twenty-sixteen.”
Colvin: Major AI lab cut time-to-first-token 20% upgrading to Pydantic v2
“I can't say which one, but one of the big foundational model companies, when they upgraded from Pydantic v one to v two, their number one internal metric of performance is time to first token That went down by 20%.”