foundation models

0 statements across 0 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jan 24, 2026 by Reid Hoffman · across every show →

Everything said about foundation models, oldest first

Jan 24, 2026 neutral
Insight
Hoffman: Anticipate model evolution rather than just training your own models
“Chart your strat, your product or your service strategy based on an expected model evolution. That's not you just always training your own model.”
Reid Hoffman Jan 24, 2026 ▶ 25:55 Reid Hoffman & Inflection AI CEO: Designing AI that makes us better humans (Sean White) | Summit '25
Apr 17, 2026 bullish
Prediction Not checkable as stated
Deeter: Foundation models will become tech's new hyperscalers
“Our belief is that the foundation models are going to be the new hyperscalers.”
Byron Deeter Apr 17, 2026 ▶ 23:29 Why your CEO mentality is wrong (with investor Byron Deeter) | Masters of Scale
Jun 23, 2026 bearish
Prediction Not checkable as stated
Krishna: Foundation AI models will become commodities within one to three years
“I think foundation models are going to become commodities. By the way, not that far out. Is it a year? Is it two years? Is it three years? Commodities doesn't mean that they don't have value. Gold is a commodity. So is iron. So commodities means that there is …”
Arvind Krishna Jun 23, 2026 ▶ 6:44 IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale
Jun 23, 2026 bearish
Prediction Not checkable as stated
Krishna: Market will support only three or four foundation models globally
“So, and I don't think in a commodity world, there probably isn't space for a dozen foundation models. Is there space for three or four? Probably. But since there's a dozen being run after globally, it tells you that They're not all going to work out.”
Arvind Krishna Jun 23, 2026 ▶ 22:18 IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale
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