Foundational Model Layer
topic on 2 shows · 3 statements across 2 episodes
3 statements about Foundational Model Layer, every show
Sacerdote: Top two or three AI foundation model companies will maintain dominance
“There's like, 50 companies trying to do that, and they all have fallen away, and two or three have emerged at the top. And there's a lot of reasons to think they will continue to hold their position.”
Sacerdote: Semiconductor Analysts Missed AI Boom by Ignoring Foundation Models
“Frankly, if you're just a semi-analyst, so many semi-analysts missed it because They didn't see what was really happening at the foundational model layer.”
Tunguz: Only one or two startups can compete in foundation models
“I think at the foundational model layer, that's a big boys game or a big girls game just because of the capital intensity required, both for training and the GPU access and all those kinds of things. So maybe there's a startup or two. That's able to raise a co…”