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independent AI startups

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 15, 2025 by David George · across every show →

Everything said about independent AI startups, oldest first

Dec 15, 2025 bullish
Insight
Independent AI apps will thrive despite foundation models building competing products
“It's sort of like how AWS and the cloud, you know, have service offerings for basically everything that, that you could possibly have. And yet there's still tons of infrastructure companies that are independent.”
David George Dec 15, 2025 ▶ 1:02:15 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
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