AI application layer
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 10, 2026 by Sandhya (Sonia) Venkatachalam · across every show →
Everything said about AI application layer, oldest first
Mar 10, 2026 negative
Venkatachalam: Transformational startups rarely emerge from existing software categories
“New transformational companies, by definition, rarely emerge from existing categories. So we actually find this application layer relatively uninteresting, again, from a pre-seed and seed stage venture perspective which is where, you know, we largely operate.”
Aug 27, 2026
Jeffrey: AI app founders must be "wild experimentalists," not tech purists
“The profile of a founder at the application layer is a wild experimentalist, right? So you need somebody who's like right at the jagged edge of what's possible, who is not in love with their technology. Because their technology today is changing constantly und…”