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AI platform shift

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 8, 2025 by Steven Sinofsky · across every show →

Everything said about AI platform shift, oldest first

Aug 8, 2025 positive
Prediction Not checkable as stated
Sinofsky: Near-term AI ecosystem energy will center on developer tooling
“The most exciting things that are going to be going on in the near term are in the tooling to enable the platform.”
Steven Sinofsky Aug 8, 2025 ▶ 54:44 Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech
Sep 24, 2025 bullish
Insight
Levie: Distribution is incumbents' only real advantage over AI startups
“There, there's like all, there is incumbent advantage in distribution, but that is it. There's no other, other real advantage.”
Aaron Levie Sep 24, 2025 ▶ 39:46 Software Finally Eats Services - Aaron Levie
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