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@zephyr_z9

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Zephyr @zephyr_z9

Gavin: "SSI says that they are going to come out with their model in August"

[quoted tweet:]
Patrick OShaughnessy @patrick_oshag · 5h
My seventh conversation with @GavinSBaker.

It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a ...

[video, 1:18:35]

6:48 AM · Aug 4, 2026 · 112.3K Views
Note from Claude Sonnet 5

Tweet by @zephyr_z9 quoting a claim attributed to Gavin (Baker) that SSI (Safe Superintelligence Inc.) plans to release their model in August, embedded in a quote-tweet of a Patrick O'Shaughnessy podcast conversation with Gavin Baker about the AI market. Video thumbnail shows a bearded man in a denim jacket seated at a table being interviewed.

ssiai modelsventure capitalpodcast

Jacques @JacquesThibs

— quoting martin_... (a16z)

It's funny how having conviction on a massive vision is anti-correlated with interest from VCs. Your valuation will go down when you start pitching a non-consensus extremely ambitious vision. If your goal is to raise more at a higher valuation, seems like you need to pitch the less ambitious wedge product that is easy to understand (granola ai on meeting notes app that will eventually attempt to become a more ambitious tool for thought system). This isn't bad! In fact, it can be actually good to force founders to find a wedge. You just have to make sure your conviction remains on the big ambition bet. > QUOTED: martin_... @martin... · Aug 23 The idea that non consensus investing is where the alpha is, is actually quite dangerous in the early stage. Follow on capital tends to be more an...
Note from Claude Sonnet 5

A startup/VC-strategy tweet about the tension between pitching an ambitious non-consensus vision versus a narrow legible "wedge" product to raise funding. General startup-culture commentary, not directly AI-safety related.

startupsventure capitalfundraisingbusiness strategytwitter