AI model

also referred to as: ai models

16 statements across 12 episodes · 9 bullish · 4 bearish · 12 people on the record · first statement Aug 23, 2024 by Grace Isford · across every show →

Everything said about AI model, oldest first

Aug 23, 2024 bearish
Prediction Not checkable as stated
Isford: AI Models Will Become Commoditized Over Time
“Because I do think models in general will become commoditized over time, in particular because of the open source growth and adoption.”
Grace Isford Aug 23, 2024 ▶ 33:44 Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Jan 30, 2025 bullish
Prediction Not checkable as stated
Ritter: Public AI training data is exhausted; commercial data is next
“Fundamentally, the harvesting of publicly available data has, for the most part, run its course, and Ilya Sutskiver said as much I love, you know, it's an interesting quote by saying, ah, AI data is fossil fuel for AI, and we've run out of it. And I generally …”
Gordon Ritter Jan 30, 2025 ▶ 45:22 How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
Feb 14, 2025 bearish
Opinion
O'Shea: AI models are a commodity product with zero customer loyalty
“They're using it, like, it's, like, it's commodity business, we all know that. Like, we've known that from the beginning, so I don't know why we go through these circular phases of, like, thinking it's gonna change the world, and it's, like, a power law thing,…”
Molly O'Shea Feb 14, 2025 ▶ 56:26 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Oct 10, 2025 neutral
Insight
Siddharth: Frontier AI Training Demands Complex Reasoning and STEM Data
“The race to HGI is on, and the data needs of these models have shifted. These models need incredibly complex data for training them to get better at coding, advanced reasoning, STEM, etc.”
Jonathan Siddharth Oct 10, 2025 ▶ 1:49 Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
Oct 10, 2025 bullish
Assertion Not checkable as stated
Siddharth: Turing's Agentic Coding Data Stumps All Current AI Models
“We are creating data for coding now, for agentic coding, that would stump all of today's models and agents built on top of those models.”
Jonathan Siddharth Oct 10, 2025 ▶ 17:09 Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
Oct 10, 2025 bullish
Prediction Not checkable as stated
Siddharth: AI models will solve agentic coding benchmarks in six months
“I would give, give that maybe six months before the models climb that hill, and then we'll generate data that's even harder for the models.”
Jonathan Siddharth Oct 10, 2025 ▶ 17:28 Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
Oct 23, 2025 bullish
Insight
Barton: Reddit Holds the Only Major Corpus of Human-Generated Data for AI
“In the AI era, there's really only one place where actual human-generated content exists, and the value of that content is super valuable, like, really valuable, because it helps train the models.”
Michael Barton Oct 23, 2025 ▶ 59:32 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
Jan 26, 2026 bullish
Opinion
Dan Wright: Next AI shift is deploying models to high-stakes edge operations
“And I think that's the next big shift that we're going to have to see is that these models, which are doing wonders for, you know, consumers and for knowledge workers, they need to be put in the hands of the people who really need them when you have to make sp…”
Dan Wright Jan 26, 2026 ▶ 2:52 Data Centers in Space? Armada’s CEO on SpaceX and the Edge · Sourcery with Molly O'Shea
Feb 5, 2026 negative
Assertion Not checkable as stated
Das: Current AI explainability techniques are empirical, not fundamental
“All explainable techniques for AI today are kind of not, are, they're empirical. So they're looking at the results, they're evaluating it. That, that's not fundamentally explaining why a model does what it does.”
Didi Das Feb 5, 2026 ▶ 2:28 How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
Jul 2, 2026 neutral
Insight
Field: Jailbreaking AI models requires conversational questioning rather than fancy JSON
“It's not like you have to do some fancy JSON thing. Like, that's what people like to popularize it online with, but I mean, you can just talk to them and ask them questions.”
Dylan Field Jul 2, 2026 ▶ 31:04 Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea
Jul 2, 2026 positive
Opinion
Field: AI industry needs HackerOne-style incentives to battle-test models
“I actually think that there needs to be a kind of different posture towards trying to get people to break jailbreak models in order to battle test them, the same way that we do with, like, HackerOne. There are programs that are being run by the labs, of course…”
Dylan Field Jul 2, 2026 ▶ 29:35 Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea
Jul 6, 2026 positive
Insight
Mathew: AI models are the new distribution channel, favoring best developer UX
“In this era it's AI optimization. And so these products are now the distribution mechanism for all the downstream products and services that you can use. And they tend to prioritize the tools that have the best developer and user experience.”
Arun Mathew Jul 6, 2026 ▶ 30:35 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
Jul 27, 2026 bullish
Insight
Wu: Reinforcement learning can solve basically any clearly defined benchmark
“We're kind of getting to the point where you can solve basically any benchmark, right? Because what does it mean to have a benchmark? It means you've already defined the task. You've clarified what success or failure looks like. You've given a bunch of example…”
Scott Wu Jul 27, 2026 ▶ 30:12 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 31, 2026
Insight
Fox: Training data drives roughly 75 percent of AI model performance
“It's really, probably, like, 75% of it is, like, the data that you're training on. Like, I would say for any AI model, it's like, there's always, like, you know, like, these, like, step functions and, like, algorithms and architectures and stuff, but the data …”
Dylan Fox Jul 31, 2026 ▶ 31:46 AssemblyAI Now Handles 4x YouTube's Daily Volume
Aug 17, 2026 bearish
Assertion Supported
Arora: AI Models Can Daisy-Chain Vulnerabilities to Attack Infrastructure
“You've seen that it can find cyber vulnerabilities. It can daisy chain vulnerabilities, attack infrastructure. So it's clear these models are going to be extremely powerful. They already are.”
Nikesh Arora Aug 17, 2026 ▶ 5:28 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
Aug 17, 2026 positive
Opinion
Arora: AI Models Have Surpassed Humans in Certain Coding Scenarios
“I think that's kind of mainstream because the capabilities of AI models have sort of, it's fair to say, have surpassed humans in certain cases from a coding perspective.”
Nikesh Arora Aug 17, 2026 ▶ 3:57 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
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