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Foundation Models

60 summarised stories about Foundation Models, each linking back to the original source. Browse all topics →

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Thursday, 20 August 2026

Portfolio review takes on a new urgency for VCs as AI makes 2024's great deals look like 2026's clear mistakes

Fortune 30

VCs are accelerating portfolio reviews because AI is shortening the lifespan of investment theses and making deals that looked strong in 2024 less defensible by 2026. Eric Archer at Monashees and Kamran Ansari at Kapital Ventures say they expect roughly 10–20% of startups in portfolios (beyond normal failure rates) to feel exposed to foundation-model shifts. As a result, investors are reassessing which “lanes” companies fit and are urging vulnerable founders to consider returning cash rather than running out to zero.

Scaling Laws for Mixture Pretraining Under Data Constraints

Apple Machine Learning Research 1 month ago 15

Mixture pretraining studies quantified how mixing scarce target-domain data with abundant generic data affects target-domain performance. Repetition of scarce target corpora can be reused 15–20 times, with the best repetition level depending on target data size, compute budget, and model scale. The work introduces a repetition-aware mixture scaling law so mixture configurations can be chosen systematically instead of by trial and error, changing how data mixtures are set under data constraints.

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