these models

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 4, 2026 by Thomas Laffont · across every show →

Everything said about these models, oldest first

Jun 4, 2026 bullish

Opinion

Laffont: Narrative that AI models are commodities is thoroughly disproven

“I do think that the narrative of, oh, these models are commodities, and these companies are gonna get, I think, that's been pretty thoroughly disproven now, right?”

Thomas Laffont Jun 4, 2026 ▶ 25:02 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It

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.

these models

Everything said about these models, oldest first

Turn any episode into a week of clips.