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foundational models

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 14, 2026 by Justin Fishner Wolfson · across every show →

Everything said about foundational models, oldest first

Jun 14, 2026 neutral
Disclosure
Fishner-Wolfson says 137 Ventures has entirely avoided major foundation models
“I mean, in all honesty, like, we haven't, you know, invested in any of the, you know, big foundational models.”
Justin Fishner Wolfson Jun 14, 2026 ▶ 16:32 SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea
Jul 24, 2026 bearish
Opinion
Tony Kim: AI foundation models have drained market cap from traditional software
“The models themselves, like it or not, have consumed the market cap out of software and services. It is just, you know, it's like the Borg. It is consumed.”
Tony Kim Jul 24, 2026 ▶ 24:46 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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