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foundation model companies

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 companies, oldest first

Jul 15, 2026 bullish
Prediction Not checkable as stated
O'Driscoll: Foundation model makers will probably continue capturing the delta value
“The truth is they are the apex predator of this distribution. They are the guys who have taken the value, the delta value, and probably will continue to do so under those forecasts.”
Rory O'Driscoll Jul 15, 2026 ▶ 11:26 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
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