Unverified50% confidenceOpinionExact time
Over the past two years, capital has poured heavily into the foundational layer of large models, but competition at the foundational layer has become intensely heated and capital consumption is enormous.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
9/12/2026
First Seen
Valid until: 12/11/2026
Sources
Related Entities
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