foundational model companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 24, 2025 by Viral Bajaria · across every show →
Everything said about foundational model companies, oldest first
Oct 24, 2025 bearish
Bajaria: Software Moats Are Dead, Even for Foundation Model Makers
“I actually think the modes, the tech modes are disappearing.
Yeah.
Right?
You, I think if anybody believes that they can create a tech mode right now, it's hard.
I mean, even the foundational model companies can't create tech mode, which is like the most impor…”