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AI foundation models

3 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Mar 8, 2024 by Brit Morin · across every show →

Everything said about AI foundation models, oldest first

Mar 8, 2024 neutral
Opinion
Brit Morin: Early-Stage VC Funds Are Boxed Out of AI Models
“Early stage funds can't invest in this stuff. We're already boxed out. We can invest on the streams that come off of it.”
Brit Morin Mar 8, 2024 ▶ 44:51 #37: TikTok's Latest Crisis, Elon's Emails, AI Monopolies · More or Less Podcast
Apr 3, 2026 bearish
Prediction Not checkable as stated
Sam Lessin: AI models are indefensible commodities won by cheap energy
“It's like whoever has cheap energy eventually wins as a commodity business with no defensibility.”
Sam Lessin Apr 3, 2026 ▶ 34:12 OpenAI's $852 Billion Valuation Makes Zero Sense (ClawCon Tokyo, Anthropic's Leak, Goodbye Internet)
Aug 21, 2026 bearish
Insight
AI model leads are insecure because switching costs are too low
“What matters is that no lead is secure. And projections don't mean anything, right? And so I think that's the real story is it's too easy to switch. Leads don't matter. It's going to be impossible to financially price any of this stuff.”
Sam Lessin Aug 21, 2026 ▶ 30:44 OpenAI Can’t Hold a Lead, Stripe Buys OpenRouter & AI Hits a Wall · More or Less Podcast
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