foundational models

also referred to as: foundational model

7 statements across 6 episodes · 0 bullish · 4 bearish · 1 people on the record · first statement Nov 11, 2023 by Chamath Palihapitiya · across every show →

Everything said about foundational models, oldest first

Nov 11, 2023 neutral

Prediction Not checkable as stated

Palihapitiya: AI market will consolidate around 4-5 major foundational models

“There's Four or five big foundational models, and then there's a bunch of small vertical use applications that you use, depending on what the task is.”

Chamath Palihapitiya Nov 11, 2023 ▶ 1:45:09 Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

Nov 11, 2023 bearish

Prediction Not checkable as stated

Palihapitiya: AI proliferation will make the internet more closed short-term

“And so the unfortunate byproduct of a more of foundational models that are more pervasive is going to be that the internet gets a little bit more closed in the short term.”

Chamath Palihapitiya Nov 11, 2023 ▶ 1:41:39 Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

Dec 8, 2023 neutral

Prediction Not checkable as stated

Chamath: Foundational AI models will proliferate and cost will fall to zero

“There's going to be a proliferation of foundational models. The cost of those models will go to zero.”

Chamath Palihapitiya Dec 8, 2023 ▶ 1:10:29 E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

Feb 9, 2024 bearish

Prediction Not checkable as stated

Chamath predicts AI foundational models will become free with zero economic value

“I think foundational models will have no economic value. I think that they will be an incredibly powerful part of the substrate and they will be broadly available and entirely free.”

Chamath Palihapitiya Feb 9, 2024 ▶ 42:15 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Apr 26, 2024 bearish

Assertion Not checkable as stated

Chamath claims foundational AI models hold no economic value

“There is no value in foundational models economically.”

Chamath Palihapitiya Apr 26, 2024 ▶ 10:22 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

Sep 20, 2024 bearish

Prediction Not checkable as stated

Chamath: AI customer service software will be commoditized within a year

“We cannot touch customer service. We cannot touch it because it's going to get commoditized and run over by these foundational models within a year.”

Chamath Palihapitiya Sep 20, 2024 ▶ 27:06 Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

Jul 24, 2026 neutral

Insight

Chamath: Real AI business value sits at application and infrastructure layers

“And the velocity at which it's happening, you see that the real business model is not in the foundational model anymore. It's at the application layer above, and it's in the infrastructure below, whether that's the cloud or whether that's chips.”

Chamath Palihapitiya Jul 24, 2026 ▶ 10:56 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

foundational models

Everything said about foundational models, oldest first

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