The Cerebral Valley Podcast AGI, Seriously + Foundation Model Polyamory (With Kyle Harrison)
Apr 18, 2025
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Episode notes
Foundation Models Thrive Financially
- Foundation model companies are earning substantial revenues despite market turmoil.
- The AI market size is large enough to support multiple winners simultaneously.
OpenAI and Anthropic Growth
- OpenAI leads the market with a revenue projection of nearly $13 billion this year.
- Anthropic is growing fast, potentially doubling to $4 billion ARR, building strength in enterprise AI.
Meta's Llama 4 Struggles
- Meta's Llama 4 underperformed user expectations despite good benchmark scores.
- Early releases may be rushed, risking reputation and perception in open-source AI.