foundation model provider
also referred to as: foundation model providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 15, 2026 by Benedict Evans · across every show →
Everything said about foundation model provider, oldest first
Jul 15, 2026 bearish
Evans: Model makers will lose pricing power within five years
“And the paradox is like right now they can name their price, but that isn't where we're going to be in five years. You can argue about how quickly the infrastructure gets built out and how fast the GPUs arrive, blah, blah, blah, blah. Fine. But that's a supply…”