AI foundation models
3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 28, 2023 by Jason Kelly · across every show →
Everything said about AI foundation models, oldest first
Sep 28, 2023 negative
Kelly: AI biosecurity lone-actor risk is low due to data scarcity
“The idea that, like, we know how to, like, exactly, like, design for that sort of thing is low. You could try something, but it's not like, oh, I know for sure it's just someone's waiting to do it. Remember, you need data. It's hard to accumulate that. Yeah, i…”
Mar 7, 2024 bullish
Gil: Specialized AI models will proliferate across hard sciences in 2024-2025
“So it seems like the, you know, in general, I wouldn't be surprised if 20, 24 and 20, 25 is the year of proliferation of models where we're going to start to see an expansion in terms of the different types that are covered, you know, chemistry and material sc…”
Dec 19, 2025 neutral
Gil: Foundation Model Landscape Will Collapse Into Handful of Players
“Ultimately, these things become capital gains for certain types of approaches or models. Because we know scale really matters, which means that eventually you have to collapse into a handful of players because capital will aggregate the things that are working…”