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AI software companies

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 28, 2023 by Sarah Guo · across every show →

Everything said about AI software companies, oldest first

Apr 28, 2023 bullish
Prediction Not checkable as stated
Guo: Product engineers, not researchers, will build most AI software
“I think over time, actually, we spent, you know, we spent a lot of time with the research community, but I think the vast majority of companies, like, software is going to end up being built by, with love and respect, like, run-of-the-mill product-oriented eng…”
Sarah Guo Apr 28, 2023 ▶ 19:52 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
Mar 26, 2025 bearish
Assertion Not checkable as stated
Green: AI software startups show shockingly low gross dollar retention rates
“We look at a lot of these AI software, tons of these AI software companies, and like, the gross dollar retention rates are just like, Really, really low. It's actually, like, shocking.”
Mitchell Green Mar 26, 2025 ▶ 36:41 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
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