AI model

also referred to as: ai models

12 statements across 9 episodes · 3 bullish · 4 bearish · 9 people on the record · first statement May 20, 2025 by Gustav Söderström · across every show →

Everything said about AI model, oldest first

May 20, 2025 bullish
Prediction Not checkable as stated
Freezing AI models today would still yield years of amazing new products
“So I both subscribe to the product overhang idea that there's a huge product overhang. And if we froze, I think we would see Product ship that look amazing for several years before we exhausted what we have.”
Gustav Söderström May 20, 2025 ▶ 46:10 Spotify’s Journey To Profitability · Invest Like The Best
Jun 10, 2025 neutral
Assertion Partly supported
Gurley: AI models two generations old cost 1% of current token prices
“Any AI model that's two generations old sells for one, 100th the price per token as today's.”
Bill Gurley Jun 10, 2025 ▶ 1:00:48 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
Sep 30, 2025 bearish
Prediction Not checkable as stated
Patel: US, Taiwan, and Korea Face Recessions If AI Models Stall
“At the end of the day, if the models don't improve, we're absolutely screwed, and in fact, the US, like, you know, in another year, if this lasts another year, and then it happens, like, the US economy will go into a recession, like, straight up because of thi…”
Dylan Patel Sep 30, 2025 ▶ 1:09:13 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Sep 30, 2025 bullish
Prediction Held up
Patel: AI Models Will Monetize by Taking a Cut on User Purchases
“The models are going to purchase for you, right? They're going to do actions for you and the model, and then the company that does those actions for you, the model that will be able to take some sort of take rate, right? Even if it's like .1%, even if it's one…”
Dylan Patel Sep 30, 2025 ▶ 33:47 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Sep 30, 2025 neutral
Insight
Patel: AI models cannot learn external memory usage from pre-training alone
“How do I train it to interact with these databases and these word documents that it writes to? Because it's never gonna learn that from pre-training. Has to learn that from an environment.”
Dylan Patel Sep 30, 2025 ▶ 43:03 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Mar 24, 2026 bearish
Prediction Not checkable as stated
Mitchell Green predicts AI foundation models will commoditize
“Look, our fundament, my fundamental belief Is that the models will commoditize.”
Mitchell Green Mar 24, 2026 ▶ 49:48 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
May 20, 2026 negative
Assertion Not checkable as stated
Baker: Flat-rate subscriptions deliver a lobotomized version of AI
“And if you're on that 250 or 300 or 280 dollar a month plan or whatever it is, You were getting severely rate limited. You were getting a lobotomized version of the AI.”
Gavin Baker May 20, 2026 ▶ 37:58 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
Jun 23, 2026 neutral
Insight
AI Outputs Revert to Average Generalities Without Active Domain-Specific Human Editing
“If you just ask for something and you get it back, it will give you generalities and it will drive everything to kind of an average, right? That's what these models are. So in order to get the best out of them, you need to engage with your knowledge, your expe…”
Vlad Barbalat Jun 23, 2026 ▶ 52:30 Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best
Jun 30, 2026 bullish
Prediction Held up
Wachen: Giant AI models will serve billions of users in a few years
“A few years from now, there's going to be giant models serving billions of users.”
Rob Wachen Jun 30, 2026 ▶ 15:27 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Jun 30, 2026 neutral
Assertion Contradicted
Wachen: Only a few million people globally pay for AI model subscriptions
“We're very much in the early innings of AI today, where the paid plans, there's only a few million users in the world using paid plans of AI models.”
Rob Wachen Jun 30, 2026 ▶ 15:31 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Aug 11, 2026 negative
Insight
Vishria: AI product development completely inverts traditional product management
“I think it's actually a complete inversion of how product development used to work to how product development happens now. And product development, you know, it always used to be, so you'd always say like, hey, product managers, you trained, oh, the product ma…”
Eric Vishria Aug 11, 2026 ▶ 15:23 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
Aug 25, 2026
Insight
Movva: Smaller AI Models Find Software Bugs That Large Models Miss
“It's not the case that Fable finds a superset of all bugs in software. You would find some bugs with a very small model that you don't find with a large model.”
Neil Movva Aug 25, 2026 ▶ 8:16 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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