foundation model category
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 15, 2026 by Rory O'Driscoll · across every show →
Everything said about foundation model category, oldest first
Jul 15, 2026 positive
O'Driscoll: OpenAI, Anthropic, and Gemini will capture oligopolistic foundation model profits.
“There's no doubt that a two-way or a three-way dominance of the foundation model category will be between OpenAI and Tropic and Gemini with maybe some other players. They will dominate that. They probably will have, you know, oligopolistic profits.”