AI foundation model companies
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 30, 2025 by Dario Amodei · across every show →
Everything said about AI foundation model companies, oldest first
Jul 30, 2025 bullish
Amodei: AI Labs Would Be Viable Businesses If They Stopped Next-Model Training
“At, you know, at any time, if the models stopped getting better, or if a company stopped investing in the next model you know, you would, you know, you would have probably a viable business with the existing models, but everyone is investing in the next model.”
Jul 13, 2026 bearish
Centralized AI superapps will trigger a major frontier model price war
“We are literally going to be in the middle of a price war here, ah, between these companies. And again, it comes from the centralization of the AI product experience into this, like, co-work, ah, cloud code type experience, right? The super app experience. And…”