model companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 31, 2025 by Bill Gurley · across every show →
Everything said about model companies, oldest first
Jul 31, 2025 negative
Gurley: AI foundation models are pricing below cost, subsidized by venture capital
“Because of the amount of venture capital out there companies are not pricing the cost. Like, no one, none of the model companies, I don't think anyone, even in the verticals, like, no one's pricing the cost, because they're pricing to take market share.”