AI model
also referred to as: ai models
15 statements across 12 episodes · 10 bullish · 5 bearish · 9 people on the record · first statement Nov 30, 2022 by Ben Tossell · across every show →
Everything said about AI model, oldest first
Nov 30, 2022 bearish
Mar 30, 2023 bearish
Mar 30, 2023 bearish
Rogenmoser: Proprietary data moats in AI are dubious long-term
“Even the data stuff, which is probably the most like compelling, or at least the moat, the most moat like thing. We're going to hear that. They go, yeah, yeah, that there's a moat there. Like even that I think is dubious long-term. If there's a ton of value, t…”
Oct 8, 2024 positive
Mike: Research API docs first to avoid AI coding implementation errors
“Cause again, you can't always assume the AI knows everything. And this is where I know we just jumped straight into bolt, but if I wanted to build an actual application, I would do research first on what I need, how it would work, how it works, what the setup …”
Feb 25, 2025 positive
Finn: DeepSeek forced rival AI models to expose chain-of-thought reasoning
“If Deep Seek did anything well, it kind of set the tone for like, okay, now all the other AI models have to put the chain of thought in, because this is what people expect now. I really think Deep Seek had like huge influence on how all this works.”
Aug 27, 2025 positive
Oct 29, 2025 bullish
Oct 29, 2025 bullish
Jan 19, 2026 positive
Ross Mike: Taste and audacity differentiate apps more than better AI
“I think a little bit of audacity, a little bit of thought and care, and a little bit of taste goes a long way nowadays and more than the models getting better, because it's going to get easier, it's going to get better, it's going to get faster, but unfortunat…”
Jan 19, 2026 positive
Apr 8, 2026 bullish
Apr 29, 2026 bearish
Liu: AI models will never have infinite context windows due to physics
“I just don't think we're ever going to get to a point to where like a, an AI model can like have infinite context window. Right. And I think there's like a physics to that, right? Like you could just literally only have so much attention on like so much, you k…”
May 4, 2026 bullish
Aug 3, 2026 negative
Isenberg: AI fails when the same model writes and grades outputs
“A lot of AI research fails because the same model that writes the answer also grades the answer. That is like asking someone to write their own performance review and then being shocked when they describe themselves as a vision, a visionary.”
Aug 12, 2026 positive
Miller: Building the factory before the product is a huge AI arbitrage
“And the third that very few people are talking about, but is probably one of the biggest arbitrage opportunities because of how good the models are now. Is to, instead of building out the thing, build the factory for the thing.”