AI application companies
5 statements across 5 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Oct 11, 2024 by Eoghan McCabe · across every show →
Everything said about AI application companies, oldest first
Oct 11, 2024 bullish
McCabe: AI labs won't build domain-specific features over next 5-10 years
“That's why these AI application companies are going to win. That's why they're going to become so big, because I don't think at least in the next five, 10 years that any of the AI labs are going to build all the domain specific stuff.”
Dec 11, 2025
O'Driscoll: Product-market fit in AI is a moving target requiring instant adaptation
“Product market fit is a rolling feast at the moment. And it's a moving target. Which is why if you look at all your good apps companies, one of the things you see is when the new model comes out, they're on it that afternoon. You know, it's pizzas and late at …”
Jan 19, 2026 bullish
Feb 23, 2026 negative
Jul 23, 2026
O'Driscoll: AI infrastructure spend hits $900B while AI apps struggle past $50B
“Zooming out a million miles, you know, my mental model is, I divide the AI world up into three buckets. It's the making AI, the infrastructure layer, right? And you're right, the spend there is eight, nine hundred billion dollars a year. Then there's the two f…”