foundation model

“The US, which has tried to control AI and its dissipation you know, Sam Altman's statement was just a manifestation of that. And the GPU diffusion order is a manifestation of that said, look, ultimately all these apps will have only a few models. Oh, you know,…”

“Incumbents have the advantage of a lot of data, right? But they also have the baggage that often the data is not very clean. So as you build your models, as you build your foundation models, et cetera, are you relying on good data or not, right? Whereas a star…”

“These intelligent systems, these AI systems are not just a model, right? There's a lot of layering that happens on top of these models. These systems have to really deliver specific capabilities or specific experiences that help people do certain specific task…”

“Every month, if you will, there is a new model, right? That's beating the old model, and visibly adopted already, and people are moving to the new models and the data is just flowing, like you're generating data, you're sort of getting access to new data creat…”

“We would not build our own model. We don't want to compete with our customers, but we are building around the models so that enterprises can unlock the fullest value.”

“I do think over time, today a lot of the value has been accrued in the infrastructure and model layers. I do think over time we'll start seeing value getting accrued in the application layer.”

“Most of the mode is not going to be technical unless you're a foundation model company or a world model. It's not technical.”

“The foundation models aren't built for that because they don't really understand persona. They don't have memory. You know, you think they don't have memory of multiple complex and the interdependencies between those. So I actually am seeing founders, some of …”

“Having having the need for a meaningful services component does, for example I mean, it serves a useful purpose also today, right? Like in a manner which might not have been valued as much a few years ago, which is that It absolutely gives you a certain moat a…”

“And we're in pricing bake-offs with all the models every day. Like we pick the best model for the job and we're extracting every last bit of, you know, margin from them as we can.”