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model companies

2 statements across 1 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 17, 2026 by Alex Kolicich · across every show →

Everything said about model companies, oldest first

Feb 17, 2026
Prediction Not checkable as stated
Kolicich: Frontier AI capabilities will advance while trailing capabilities get commoditized
“So I think you're going to see this trend where In at least certain domains, the big model companies are pushing the frontier in certain areas, and then everything in the wake gets commoditized.”
Alex Kolicich Feb 17, 2026 ▶ 11:09 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
Feb 17, 2026 bearish
Opinion
Lonsdale: Foundation Model Investors Are Naive About Coming Model Commoditization
“Like, I tend to think that because people have put tens of billions of dollars into the model companies, they're a little bit naive about how much of a commodity they are in certain areas. I'm not saying they're all not worth a lot of money.”
Joe Lonsdale Feb 17, 2026 ▶ 11:53 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
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