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Model Development

topic on 4 shows · 4 statements across 4 episodes

Cheeky Pint the MAD Podcast the a16z Podcast All-In

4 statements about Model Development, every show

ALL-IN Insight
Friedberg: Data center CapEx is low beta while model development is high risk
“CapEx is high alpha, low beta in data center infrastructure, that capital, and model development theoretically could be high alpha, but it's very high beta. It's a very risky way to deploy capital.”
David Friedberg Aug 7, 2026 ▶ 6:47 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
CHEEKY PINT Insight
Taylor: Pausing model development today still leaves trillions in unrealized economic value
“I think if we paused model development, we'd still have trillions of dollars of economic value. That have yet to be realized.”
Bret Taylor Mar 10, 2026 ▶ 1:11:50 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
a16z Prediction Not checkable as stated
Andreessen: AI sector will see explosion of models, not consolidation
“So I think at least in the medium term, I think we're looking at an explosion of model development as opposed to consolidation.”
Marc Andreessen Nov 3, 2025 ▶ 40:51 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
MAD Disclosure
Canva is investing heavily in proprietary AI model development
“We are investing heavily in our own model development.”
Brendan Humphreys Jun 20, 2025 ▶ 40:44 Inside a $3B ARR Rocketship — Canva CTO Brendan Humphreys on Deploying AI at Scale

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