AI startup
also referred to as: ai startups
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Apr 11, 2025 by Evan Conrad · across every show →
Everything said about AI startup, oldest first
Apr 11, 2025 bearish
Conrad: The AI VC bubble will pop and fail to return capital
“So what you've done by not having a future is you've inflated the venture capital market. And that is a bubble that's totally going to pop at some point. Like a lot of the companies are not going to work. And the valuations are not going to work. And what's go…”
Aug 19, 2025 positive
Huber: Successful AI Startups Fundamentally Excel at Context Engineering
“This is what, frankly, most AI startups, any AI stuff that you know of, that you think of today that's doing very well, like what are they fundamentally good at? What is the one thing that they're good at? It is context engineering.”
Feb 19, 2026
Wang: AI startups face a dilemma balancing AGI research with product revenue
“I think the best researchers in the world have this dilemma of, okay, I want to go all in on AGI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to AGI. And so it does make you know, I think it sets…”