AI foundation model companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 15, 2026 by Chamath Palihapitiya · across every show →

Everything said about AI foundation model companies, oldest first

May 15, 2026 bullish
Prediction Not checkable as stated
Chamath: AI vendors will rely on enterprise SaaS to sell tokens
“And what's going to happen is they're going to have to go to guys like Mark and other people and say, Please sell my tokens.”
Chamath Palihapitiya May 15, 2026 ▶ 38:02 Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.