Brett Winton(@wintonARK):Big Ideas '22, we asserted that Foundation model companies could command $10s of trillions in enterprise value. This was based on rough expectations of $2 trillion in revenue for foundation model companies in '30. Looks roughly on track (though they'll need to slow down!)

2026.08.03 14:18

Big Ideas '22, we asserted that Foundation model companies could command $10s of trillions in enterprise value. This was based on rough expectations of $2 trillion in revenue for foundation model companies in '30. Looks roughly on track (though they'll need to slow down!)

Brett Winton@wintonARK

2022.04.10 15:55

Succinctly captures the business model evolution likely to follow from deep learning breakthroughs. Movement-in-world models should follow a similar evolution (and power all kinds of robots) We think these foundation models will accrue 10s in trillions in enterprise value