Finstrat CRO Adam Chen discusses survivorship bias in startup media coverage with host Gabrielle Marquez.
Prediction Open · timeframe Dec 2026
Chen: OpenAI and Anthropic will follow SpaceX with IPOs in 2026
“Obviously later this year we're following with some other big names and OpenAI and Anthropic.”
Opinion
Chen: Fears of an AI 'SaaS-pocalypse' wiping out enterprise incumbents are overblown
“Now I think it's overblown, right? A lot of companies especially enterprise, have a lot of integrations. They build a lot of operational processes around some of these systems. This isn't a flip the switch and these companies disappear overnight. These compani…”
Insight
Adam Chen: AI Capabilities Outpace Human Ability to Integrate Production Tools
“The potential and possibilities of AI is progressing at a much faster rate than humans ability to adopt and integrate those tools into production workflows.”
Insight
Adam Chen: Unconstrained AI Sandboxes Cause Companies to Blow Budgets Early
“If you just give people a play you know you know, sandbox to play in without constraints, without, you know, knowing what success looks like, you know, they're going to just, you know, like many a company below their entire year's AI budget in the first, you k…”
Insight
Chen: LLM wrappers lack moats without proprietary IP or data
“We run into it a lot at the application layer where people build wrappers, so much, so to speak on top of these LLMs, like the antithesis of building a moat, right? You need some underlying IP and tech, your own model, your own data set, something else that is…”
Assertion Not checkable as stated
Adam Chen: Series A rounds are harder to secure in 2026
“The reality is that, you know, even A rounds are harder to come by here in twenty-twenty-six. So I think the misconception is that money is easy to come by. It's not, right?”