AI Native

topic on 7 shows · 10 statements across 9 episodes

In Depth Masters of Scale Lenny's Podcast the Official SaaStr Podcast Invest Like the Best Sourcery TBPN

9 statements about AI Native, every show

Vishria: AI natives sucked up investor interest, closing the SaaS IPO window
“Ultimately, you know, the AI natives with their growth rates sucked all the oxygen out of the room and all the interest, and the window was missed.”
Eric Vishria Aug 11, 2026 ▶ 1:10:22 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
IN DEPTH Insight
Moreno: AI-native sales cycles compress eight weeks down to eight days
“The sales process is similar, but the time interval of the sales process is very different. Where like an AI native, a process that might take just naturally six to eight weeks in enterprise is like five to eight business days because there's just so much cont…”
Graham Moreno May 21, 2026 ▶ 13:29 Why old-school sales work still wins in the AI era | Graham Moreno (Head of GTM, Parallel)
Venture capital portfolios see massive productivity gains from AI-native Gen Z employees
“VCs are seeing massive AI productivity in all their companies. It's because their companies are full of these, you know, 23, 24, or, you know, even younger AI natives.”
Gavin Baker Dec 9, 2025 ▶ 1:05:24 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
INVEST LIKE THE BEST Prediction Not checkable as stated
Software companies attempting to preserve 80% gross margins in AI will fail
“Like, you want to have an agent, It's never going to succeed if you're not willing to run it at a sub-thirty-five percent gross margin, because that's what the AI natives are running it at. Maybe they're running it at 40. So if you were trying to preserve an 8…”
Gavin Baker Dec 9, 2025 ▶ 1:12:19 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
SAASTR Insight
Lemkin: Reskilling marketing talent into AI natives is difficult
“I think reskilling is tough. I just showing up with a recipe that you got on ChatGPT to your marketing team doesn't count as being an AI native.”
Jason Lemkin Jul 16, 2025 ▶ 23:26 Marketing in the Age of AI with Wiz's CMO Raaz Herzberg
TBPN Prediction Not checkable as stated
Rosenberg: Massive AI-native businesses will emerge from content democratization marketplaces
“I think massive new businesses can be built that are, let's say, AI native. I think one is like, networks and marketplaces based on new democratization of being able to create new types of content.”
Seth Rosenberg Mar 17, 2025 ▶ 7:16 The GREAT VC AI DEBATE between Slow Ventures and Greylock Partners.
SOURCERY Opinion
Zuckerberg: AI-Native Architecture May Beat Incumbents Layering In AI
“I think what we could be getting wrong is like, maybe you kind of have to rethink the entire tool from the ground up to be AI native and maybe that matters versus like layering it into your existing product.”
Arielle Zuckerberg Mar 14, 2025 ▶ 21:04 Arielle Zuckerberg, "The Rizz & Tiz" Winning Founder Recipe · Sourcery with Molly O'Shea
Komoroske: Vertical SaaS playbook does not work for AI-native problems
“Vertical SaaS, I think is not the right model of how you would attack a problem that is sort of an AI native style problem.”
Alex Komoroske Oct 3, 2024 ▶ 15:58 Thinking like a gardener, slime mold, the adjacent possible: Product advice from Alex Komoroske
Duggal: Companies must build AI into product cores, not product edges
“Companies today need to figure out what does AI native mean? Not how do we append AI at the corners of the product, but how do we build it at the heart? What would you design if these tools existed from the start?”
Jag Duggal May 16, 2024 ▶ 1:11:15 Be fundamentally different, not incrementally better | Jag Duggal (Nubank, Facebook, Google)

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