foundation model companies

“I would agree that more of the Comfy UI use cases are starting to be eaten away by kind of the core foundation model companies.”

“I think we are one or two months away from a possible news cycle. That is the foundation model companies have spent billions of dollars in capex and hired like crazy. And now, you know, they're no longer the best in this realm and there's a huge stampede away …”

“Between the US and China right now, there's like a dozen primary foundation model companies. Companies that are like at scale at some level of like critical mass. It's not going to be a dozen in three years, right? Like it just because these industries don't b…”

“Always my mental model is like, there's a few markets that are like the foundation model companies have to win or like big enough to go after. And it's probably like consumer code and that.”

“I think it all just came down to one thing and I'll stop the monologue is the fact that I rather live in a world that has a hundred foundation model companies than a world that has five. Even if I was one of the five. And the smallest and most meaningful contr…”

“We've got a small window before models are Really impacting recursive self-improvement to a level where catching up otherwise might become unfeasible.”

“No doubt it's going to be better in your own harness. And it's just because of like, where are you putting your reinforcement learning compute, right? You're putting your RL and your synthetic data. You're putting it to your own harness because it's the one th…”