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
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…”
Mar 12, 2026 bullish
Aug 11, 2026 bearish
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,…”