pure play foundation model companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 27, 2024 by David Luan · across every show →
Everything said about pure play foundation model companies, oldest first
Mar 27, 2024 bearish
Pure-play foundation model companies will be commoditized by Llama and big tech
“I think pure play foundation model companies are just gonna be pinched by how good The next couple of llamas are going to be, and the next, like, what next good open source thing, and then seeing the really big players put ridiculous amounts of compute behind …”