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foundation model

also referred to as: foundation models

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Sep 18, 2024 by Victor Riparbelli · across every show →

Everything said about foundation model, oldest first

Sep 18, 2024 bullish
Disclosure
Riparbelli: Next Synthesia foundation model will launch with 10-15x quality boost
“Right now, we're training our foundation models in the next probably three to four, five months. We'll see that hit the market, and that's going to be like a 10, 10 X, 15 X better product than what we have today.”
Victor Riparbelli Sep 18, 2024 ▶ 39:44 From 0-50,000 Customers: How to Build a GenAI Company for the Enterprise with Synthesia's CEO
Jun 25, 2025 neutral
Insight
Nithrakashyap: Enterprise AI Effort Centers on Data Access, Not Model Training
“Most of the time is not spending, it's not spent in foundation models, nobody's training models. The work is in, okay, how do I get access to the data that I need to solve this particular use case?”
Arvind Nithrakashyap Jun 25, 2025 ▶ 14:30 AI and Cybersecurity: Scaling Rubrik to a Billion Dollar Enterprise with Rubrik's Co-Founder and CTO
Jul 15, 2026 neutral
Assertion Not checkable as stated
O'Driscoll: Foundation model investments are uniquely capital-intensive in venture capital.
“There's a foundation model bets themselves, which are an order of magnitude actually two orders of magnitude, more capital intense than anything venture has done before.”
Rory O'Driscoll Jul 15, 2026 ▶ 27:12 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
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