AI-native businesses

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 23, 2026 by Lucas Swisher · across every show →

Everything said about AI-native businesses, oldest first

Feb 23, 2026

Insight

Swisher: Low-margin AI startups require extremely high customer retention

“The thing that I'm looking at the most with a lot of these kind of AI native businesses is, if you're low margin, I need you to have high retention. You have to have it. Because if you leave no margin for error if that's not true, right? I need, if you're gonn…”

Lucas Swisher Feb 23, 2026 ▶ 49:33 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings

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AI-native businesses

Everything said about AI-native businesses, oldest first

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