foundation model
also referred to as: foundation models
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Aug 18, 2025 by Michael Lingelbach · across every show →
Everything said about foundation model, oldest first
Aug 18, 2025 bullish
Lingelbach: AI models will be sufficient for most use cases in six months
“I think in six months the capabilities of these models are going to be good enough for, like, most of the use cases that you'll need, and, like, a lot of it is going to be, can you build vertical specific workflows that, like, solve, like, specific pain points…”
Nov 27, 2025 neutral
Srugo: Seed investing risk shifted from product value to competitive defensibility
“Pre-gen AI, the biggest thing was as a seed stage investor, is this real value creation? Like, is this a nice to have versus a must have? That was the big question for most companies that came to pitch... These days, the reality is AI has put founders in a pla…”
Mar 19, 2026 bearish
Haroun: ARR is no longer the right primary metric for AI startups
“I don't think it's actually the right metric, like the single right metric to focus on anymore, because there's a lot of examples with these LLM wrapper companies where it's like temporarily you can appear to be magic for a lot of the market who either doesn't…”