model

also referred to as: models

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Apr 16, 2026 by Sudheesh Nair · across every show →

Everything said about model, oldest first

Apr 16, 2026 bearish

Prediction Not checkable as stated

Nair: AI foundation models will commoditize just like CPUs did

“Developers are going to think, just like CPUs used to be like so Intel inside, and now nobody cares. I think models will become that.”

Sudheesh Nair Apr 16, 2026 ▶ 43:08 After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix

Jun 9, 2026 bullish

Prediction Open · timeframe Jun 2031

Ambati: AI foundation models will capture more than 10% of software

“We are starting to see more evidence that models are going to own that more than the 10%, ah, you know, whether it's the new plugins that, ah, you know, Claude has released that shook up the whole SecOps market.”

Vamshi Ambati Jun 9, 2026 ▶ 10:15 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati

Jun 18, 2026 positive

Assertion Supported

AI coding improvements boost model performance across unrelated non-coding tasks

“When the models improve in coding, they have out of domain performance. They also improve in other tasks that have nothing to do with coding for reasons we don't fully understand.”

Jonathan Siddharth Jun 18, 2026 ▶ 22:44 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth

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model

Everything said about model, oldest first

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