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AI software startups

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 16, 2026 by Gokul Rajaram · across every show →

Everything said about AI software startups, oldest first

Mar 16, 2026 bullish
Insight
Rajaram: AI startups become multi-billion dollar businesses by owning full software stacks
“I believe that there'll be a multi-billion dollar company because earlier, I think they were limited to one part of the stack and they were folk. They were on top of a bunch of systems. Now they're taking over the entire software stack.”
Gokul Rajaram Mar 16, 2026 ▶ 30:56 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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