foundation model

“I believe that even if we had no more progress today with models, which is absolutely not the case, but if, even if we had no more progress, we are way behind on product. There's so much more product to build.”

“And so it does sort of seem to me that like, if the chatbot isn't the UX and it needs to be apps and the model companies aren't going to build that. And the models themselves are basically commodities, as, at least as you can see them as users, then why would …”

“They actually are doing things that I think no other sort of big company would do. It's really, really well done. It's a really thoughtful UI. It's got a really powerful foundation model. I think it also is like, okay, wait, maybe this is not a two horse race …”