commodity AI models
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 11, 2026 by Brad Gerstner · across every show →
Everything said about commodity AI models, oldest first
Jul 11, 2026 bullish
Gerstner: No current evidence that commodity AI is eroding frontier model revenue
“People are speculating that the intelligence gap between that commodity stuff and the frontier stuff is going to collapse to the point that people won't pay for the frontier stuff. There is no evidence of that on the field today. It may develop over the course…”