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foundational models

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 29, 2025 by Pablo Srugo · across every show →

Everything said about foundational models, oldest first

Dec 29, 2025 bearish
Insight
Srugo: Time-in-Market Moats Do Not Exist for AI Startups
“All the models just constantly get better and a new entrant coming in today can probably out of the box, have a product that is equally as good as yours. And so your time in market mode, frankly, doesn't exist.”
Pablo Srugo Dec 29, 2025 ▶ 11:50 Solo Episode: B2B SaaS is dead. Here's what the best AI founders are doing instead. · PMF Show
Dec 29, 2025 neutral
Insight
Srugo: Multi-Front Competition Has Replaced Value Creation as AI Startups' Primary Risk
“So now you've got to compete with incumbents, foundational models, and new entrance. So competition becomes a primary risk. All of a sudden the ability to deliver incredible value is not nearly as hard as used to be, but The counter to that is competition is m…”
Pablo Srugo Dec 29, 2025 ▶ 12:03 Solo Episode: B2B SaaS is dead. Here's what the best AI founders are doing instead. · PMF Show
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