Perishable Nature of AI Models

The speaker expresses a bearish sentiment towards AI model providers due to the perishable nature of the models. They highlight the risk of major tech companies like Zuck open-sourcing technologies which can render years of work obsolete in a moment. The speaker emphasizes the challenge of updating AI models compared to traditional tech products, where improvements require rerunning the training process. As a result, the speaker suggests focusing on building software rather than exclusively relying on AI models, viewing major tech companies like Microsoft, Google, and Facebook as key players in model development.