model companies
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 24, 2026 by Dan Shipper · across every show →
Everything said about model companies, oldest first
May 24, 2026 positive
Shipper: AI models will structurally always trail behind creative human users
“Structurally, because of the way the models work, because of the financial incentives of model of model companies to like make them compliant and aligned structurally, they're always going to be trailing behind those people who are taking, taking the models an…”
May 31, 2026 bearish
Evans: AI Model Providers Will Lack Pricing Power and Become Commodities
“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 …”