foundation model companies

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 12, 2026 by Olivia Moore · across every show →

Everything said about foundation model companies, oldest first

Mar 12, 2026
Insight
Moore: Startups facing model giants must target high-paying niche workflows
“If you're directly in the path of what the big model companies are building, you have to be a lot more opinionated about how you package the model and how you deliver an output, and hopefully you do it for a specific type of user that's willing to pay a lot fo…”
Olivia Moore Mar 12, 2026 ▶ 46:34 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Mar 12, 2026 bullish
Opinion
Moore: Model companies have not crushed video or audio startups like image apps
“We haven't seen the same kind of model companies crushing startups in like video or audio or other things.”
Olivia Moore Mar 12, 2026 ▶ 45:37 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Aug 11, 2026 bearish
Prediction Open · timeframe Feb 2028
Sharp: AI model providers will launch competing telemetry products within 18 months
“I have a near 100% belief that the, that these companies will eventually want to compete with my business. And so, you know, I need them. I need their models. I need the intelligence that they're selling, but I'm, I have some very real concerns that, you know,…”
Clint Sharp Aug 11, 2026 ▶ 4:45 AI Agents Are Creating A Data Explosion. Here's What To Do About It. — With Clint Sharp
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