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foundation model

also referred to as: foundation models

4 statements across 3 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Dec 17, 2023 by Benedict Evans · across every show →

Everything said about foundation model, oldest first

Dec 17, 2023 neutral
Prediction Not checkable as stated
Evans: AI models will not become commoditized in 2024
“Clearly that's not gonna happen next year, because you had these models have, like, much more data, much more capital requirements in order to get them to work.”
Benedict Evans Dec 17, 2023 ▶ 29:05 AI and Everything Else
Apr 5, 2025 bearish
Opinion
Evans: AI foundation model building is fundamentally commoditized
“You've got all the science and model building on one side, which is fundamentally commoditized.”
Benedict Evans Apr 5, 2025 ▶ 5:10 Looking for AI strategies
Apr 5, 2025 negative
Opinion
Evans: AI foundation models are undifferentiated except by icon color
“What you have as the model is completely undifferentiated, except at the level, as I said, of what color is the icon.”
Benedict Evans Apr 5, 2025 ▶ 7:14 Looking for AI strategies
Jul 15, 2026 neutral
Assertion Supported
Evans: DeepSeek Proves Anyone With Two Billion Can Build Foundation Models
“Like anyone who's got a couple of billion dollars can make a foundation model which is what DeepSeq showed us as well.”
Benedict Evans Jul 15, 2026 ▶ 10:03 Token pricing
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