model

also referred to as: models · the models

5 statements across 5 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement May 19, 2023 by David Friedberg · across every show →

Everything said about model, oldest first

May 19, 2023 bullish
Assertion Supported
Friedberg: MosaicML published a free, open-source model with large token capacity
“Last week, they published what looks like a pretty good quality model. That has, you know, a very large kind of token input, which means you can do a lot with it. And that model can be downloaded and used by anyone for free.”
David Friedberg May 19, 2023 ▶ 14:05 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
Nov 11, 2023 positive
Prediction Not checkable as stated
Palihapitiya predicts future AI models will be trained in weeks
“This thing is going to be like, people will be training models in weeks.”
Chamath Palihapitiya Nov 11, 2023 ▶ 1:45:30 Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
May 10, 2024 neutral
Prediction Not checkable as stated
Palihapitiya: AI models will commoditize while scaffolding and interfaces capture value
“So I think the right way to think about this now is the models will basically be all really good. And then it's all this other stuff that you'll have to pay for interface. Whoever builds all this other stuff. Is going to be in a position to build a really good…”
Chamath Palihapitiya May 10, 2024 ▶ 1:06:29 Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
Mar 19, 2026 neutral
Insight
Jensen Huang: AI models are underlying technology, not standalone products
“Models is a technology, not a product. Models is a technology, not a service.”
Jensen Huang Mar 19, 2026 ▶ 32:04 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Jul 30, 2026 bullish
Prediction Not checkable as stated
Friedberg: China's power production advantage will dominate if model IP gap closes
“If they can eliminate the IP advantage and the knowledge advantage that sits in models, they have the advantage with power production in every which way.”
David Friedberg Jul 30, 2026 ▶ 33:56 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
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