AI foundation model companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 20, 2026 by Sam Lessin · across every show →

Everything said about AI foundation model companies, oldest first

Feb 20, 2026 bearish
Prediction Not checkable as stated
Lessin: Selling Raw AI Tokens Cannot Produce Profitable Businesses
“You also can't make any money as a company who sells tokens or intelligence.”
Sam Lessin Feb 20, 2026 ▶ 47:44 OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up · More or Less Podcast
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