model makers
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2026 by Sridhar Ramaswamy · across every show →
Everything said about model makers, oldest first
Feb 12, 2026 neutral
Ramaswamy: Frontier AI labs want to reduce enterprise software to data pipes
“The big model makers want to create a world in which all of the data for all of the enterprises is easily available to them. I, and you know, everything else, the world is just a dumb data pipe that feeds into that big brain.”
Mar 18, 2026 bearish
Sorkin: AI wealth will concentrate in big tech and incumbents hiring agents
“I believe that the wealth and the great riches are going to go both to the model makers, some of the big tech companies, and probably the folks who already have had success because they will be at the top of these food chains, and instead of hiring more people…”