AI native companies
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Oct 2, 2024 by Bret Taylor · across every show →
Everything said about AI native companies, oldest first
Oct 2, 2024 bullish
Taylor: AI will yield a trillion-dollar consumer giant and 10+ public companies
“We will look back and laugh at some of the excess, but I'm confident we will have, you know, a brand defining and likely trillion dollar consumer company come out of this. 10 plus enterprise software companies that are enduring, you know, public companies comi…”
Oct 2, 2025 negative
Feb 9, 2026 positive
Acharya: AI startup gross margins are worse, but compute subsidies are healthier CAC
“So I do think that the blended margin story for AI native companies tends to be worse. But if you look at the overall sort of form of distortion that's happening, it's a much better one than we had five years ago.”