AI application companies
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 2, 2026 by Manish Jindal · across every show →
Everything said about AI application companies, oldest first
Apr 2, 2026 neutral
Jindal: AI application startups hit $100M revenue far faster than infrastructure companies
“A lot of the AI application companies are growing way faster than the plumbing companies, like pick like Repplet or pick Lovable or pick, you know, any of these, Companies, they are able to go from, like, ten million to, like, hundred million within, like, a m…”
Apr 2, 2026 bearish
Jindal: Only 1 or 2 top AI application companies will survive
“They may be 20 companies would do well today, but off that maybe one or two will be successful in the long run, because it's very easy to challenge the mode of those companies, right? Because end of the day, their biggest mode is their consumer, right? Who's u…”