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AI native

also referred to as: ai natives · the ai natives

3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about AI native, oldest first

Dec 9, 2025 bearish
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
Dec 9, 2025 bullish
Insight
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
Aug 11, 2026 negative
Insight
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
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