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AI businesses

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Sep 15, 2025 by Brendan Foody · across every show →

Everything said about AI businesses, oldest first

Sep 15, 2025 bullish
Prediction Not checkable as stated
Extraordinary AI startups built today will look cheap in ten years
“It wouldn't shock me if, like, we feel like things are frothy and it's a crazy time, but if we're evaluating things on a ten-year time horizon all of these extraordinary businesses that are being built will look like a discount”
Brendan Foody Sep 15, 2025 ▶ 34:02 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Mar 28, 2026
Assertion Not checkable as stated
Raanan: Venture industry lacks benchmarks for healthy AI businesses
“Cause I don't think that we have seen enough of healthy, profitable AI businesses to really, you know, drive back the important vital signs for a healthy AI company.”
Gili Raanan Mar 28, 2026 ▶ 27:11 Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
May 21, 2026 bearish
Prediction Not checkable as stated
O'Driscoll: SaaS will never regain public market focus from AI
“The SaaS businesses are amazing, but the AI businesses are an order of magnitude of maybe two order of magnitudes larger and are at You know, earlier in their growth life cycle. So you're never going to get the attention back on you again.”
Rory O'Driscoll May 21, 2026 ▶ 21:56 Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
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