foundation model companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 13, 2025 by Elad Gil · across every show →
Everything said about foundation model companies, oldest first
May 13, 2025 neutral
Gil: Cloud capital locked the foundation model layer into an oligopoly
“So I think that that is part of what really helped lock in this oligopoly structure early is you had enormous capital scale going to a handful of the best players through these cloud providers. And so the venture capitalists would put hundreds of millions of d…”