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AI applications

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 14, 2025 by Alok Goyal · across every show →

Everything said about AI applications, oldest first

Feb 14, 2025 neutral
Opinion
Goyal: Go-to-market strategy for AI applications is identical to traditional SaaS
“There is no difference between taking an AI application to market versus taking the applications to market that used to exist in the past as well.”
Alok Goyal Feb 14, 2025 ▶ 1:13:38 $600M AUM, 44 Bets, and a 30x Return Unicorn: Stellaris Venture Partners on Picking Winners Early
Sep 13, 2025 bearish
Insight
Darisi: AI workflow layers lack stickiness unless they own the underlying record
“You can actually build an application just a layer on top of a legacy systems where it can able to give you immense value, but you will be replaced because a new tool comes. So it's like there is no stickiness to it, right? So you are actually as good as a wor…”
Kiran Darisi Sep 13, 2025 ▶ 1:10:15 4 Startups. 2 Founders and 3 Eras Of SaaS: Installable → Cloud → AI | Sreedhar & Kiran
Nov 28, 2025 positive
Assertion Not checkable as stated
Chakkarapani: Zuora evaluated 50+ AI apps in three months, deploying 12
“In the past three months we have almost put in almost, like, 50 plus applications through this process, and 12 of them have already gone into production.”
Karthik Chakkarapani Nov 28, 2025 ▶ 4:42 3 Steps on How Large Companies Decide to Buy From a Startup or Not | CIO Karthik Chakkarapani
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