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AI startup

also referred to as: ai startups

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jun 10, 2025 by Bill Gurley · across every show →

Everything said about AI startup, oldest first

Jun 10, 2025 bearish
Insight
Gurley: AI revenue growth includes compute wrappers resold at negative gross margins
“There is some chance in my brain, and I haven't Fully thought through all the implications of this, that some of the revenue growth is, is resale of compute. And so many of the players in the market are reselling a wrapper on top of a foundation model on top o…”
Bill Gurley Jun 10, 2025 ▶ 43:30 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
Jan 29, 2026 bearish
Insight
Foundation Model Companies Will Destroy Lightweight AI Application Startups
“The models are becoming so good that if you try to build a company that is light, that is not a hard problem, the foundation model companies are going to eat you.”
Gokul Rajaram Jan 29, 2026 ▶ 12:01 He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
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