GSK

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 30, 2026 by Vignesh Ravikumar · said 4 times in 3 episodes since 2026 · across every show →

Mentions by year

brought up most by Srividya Srinivasan (2), Vignesh Ravikumar (1), Vamshi Ambati (1)

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Everything said about GSK, oldest first

Apr 30, 2026 positive
Assertion Supported
Ravikumar: GSK is paying Noetic $50 million for foundational model access
“GSK just said they were gonna pay him fifty million dollars for access to their model.”
Vignesh Ravikumar Apr 30, 2026 ▶ 18:51 Why "SaaS Apocalypse" is the Best Filter for Top 1% of Founders | Vignesh Ravikumar, Sierra Ventures
Jun 9, 2026 positive
Insight
Ambati: First enterprise customers should be chosen for credibility over revenue
“You need to think of your first customer, not in terms of revenue, but in terms of credibility, right? So they've added so much credibility to my tag that I could actually I didn't even have a startup at that point, but whatever I started afterwards, with this…”
Vamshi Ambati Jun 9, 2026 ▶ 35:02 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
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