AI market
also referred to as: ai markets
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement May 1, 2025 by Michael Truell · across every show →
Everything said about AI market, oldest first
May 1, 2025 neutral
Truell: AI entrenchment cannot protect companies from being leapfrogged
“And I, you know, I truly just think that the ceiling is so high that kind of no matter what, you know, entrenchment you build you can be leapfrogged. And I think that this resembles markets that are maybe a little bit different from normal software markets, no…”
Jul 31, 2025 bullish
Taylor: Direct sales is reviving because AI buyers and users differ
“I've actually seen more recently, a lot of AI companies, direct sales come a little bit more back into fashion because I think so many of the opportunities in AI are actually meet that quality Application where the buyer and the user are not necessarily the sa…”
Sep 11, 2025 bullish
Horowitz bets the current AI boom is not a financial bubble
“Like these businesses are all work and they're being priced appropriately for how they're growing. So that's not an effect. So the thing that you could say is they're not going to keep growing like that or like, and so forth. And I'm not sure about that. Like …”