AI Software Startups

topic on 2 shows · 2 statements across 2 episodes

Sourcery 20VC

2 statements about AI Software Startups, every show

20VC 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
SOURCERY Prediction Not checkable as stated
McCormick: Most fast-growing AI software startups will flatten and fail to IPO
“By choosing to, like, not play in this space, I'm definitely missing a trillion dollar company or two, but I think for the most part, like, I think there's gonna be, like, a lot of these types of things happening, or even, like, these types of curves, where th…”
Packy McCormick Feb 14, 2025 ▶ 37:20 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea

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