Interview, Fireside Chat
Fireside Chat with Tess Munsie, Chief of Staff at Fundamental | RAISE Summit 2026
- The Nexus model targets structured data applications where LLMs fail, aiming to deliver tangible dollar ROI by extracting insights from decades of unprocessed data without manual pre-processing.
- The Large Tabular Model (LTM) sector is characterized as nascent and untapped, expected to follow a growth trajectory similar to the LLM world with the goal of establishing LTM as a distinct Gen AI modality.
- Deployment strategies involve direct integration into customer VPCs to maintain data sovereignty, prevent data leakage, and exclude customer trade secrets from training.
- Compute requirements for LTMs are projected to be less substantial than LLMs due to the smaller data volumes inherent in tabular training and inference tasks.
- Specific probabilistic predictions include a 52% chance of France winning against Morocco (versus a 60% market implied probability) and a 20.7% probability of France finishing third overall in the World Cup.
- Company performance on these predictions will be published on soccer.fundamental.tech or football.fundamentals.tech, while immediate travel back to the United States is planned to avoid traffic disruptions contingent on the match result.