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foundation model

also referred to as: foundation models

4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Apr 22, 2025 by Jacob Peters · across every show →

Everything said about foundation model, oldest first

Apr 22, 2025 bullish
Opinion
Peters: Foundation models eliminate compute constraints in medicine
“With the advancement of foundation models compute is no longer a constraint in medicine, which has opened up this market opportunity in this portal for healthcare to really be built as a product.”
Jacob Peters Apr 22, 2025 ▶ 29:41 Superpower Raises $30M Series A Led by Forerunner · Sourcery with Molly O'Shea
Dec 27, 2025 neutral
Insight
Mignano: Foundation models resemble general code rather than competing business lines
“Lightspeed From a very early on in, in sort of the AI kind of revolution took this position that actually AI and foundation models are more akin to software and code than they are to business lines and strategies.”
Michael Mignano Dec 27, 2025 ▶ 30:44 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Dec 27, 2025 bullish
Insight
Mignano: Full-stack foundation models capture more revenue than app-only players
“If you're a huge foundation model and you can kind of hit every layer of the stack, there's probably more revenue for you to take advantage of than if you're just at the application layer.”
Michael Mignano Dec 27, 2025 ▶ 33:17 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Aug 17, 2026 neutral
Insight
Tech Sector Is Over-Indexing on Foundation Models Instead of Context
“We're over-indexing on the model. I think models are great. But being able to take that model, package that, all that context, all that knowledge, all that training, and be able to deliver a solution to you is what the next big sort of revolution needs to be.”
Nikesh Arora Aug 17, 2026 ▶ 13:08 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
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