Oligopoly
topic on 3 shows · 4 statements across 4 episodes
No Priors 
Capital Allocators 
20VC
4 statements about Oligopoly, every show
Casado: The AI coding model market will become an oligopoly
“Oligopoly. This is how the cloud, well, this is how the cloud played. I think probably the best analog we have is the cloud, right?”
Tavel: Escalating training costs will produce foundation model oligopoly
“Each successive model is going to be more and more expensive. That suggests a world where you're going to have an oligopoly.”
Gil: Frontier AI models will consolidate into an oligopoly within two years
“Yeah, it definitely feels like you know, the most cutting edge, smartest models in some sense, you're going to end up with an oligopoly, at least in the next couple of years, just because of the scale of capital needed, but also Just how far ahead you start to…”
Tepper: Many Oligopolies Exist Due to Regulation Rather Than Economic Scale
“There are just many industries where there's absolutely no reason why they should be a duopoly or an oligopoly. And a lot of this comes down to regulation. And so the myth of capitalism in my mind is that we're not really looking at a true capitalist system be…”