AI companies

“A lot of the AI companies are shooting up like crazy. They're going from zero to double digit million revenue in less than a year. A lot of that is happening because of PLG motion, which is working in favor of enterprises.”

“If you have to build a company in AI, it's very difficult to build out of India because you are constantly not sure if you are in the local maxima or the global maxima. Right. Are you at the cutting edge of tech, understanding, implementation? So you have to b…”

“I am skeptical as to the survivor, the survival rate of many of the AI companies that I see starting today because they're going to perpetually drink their data through a straw from other systems. And those other systems are never, ever, ever going to let othe…”

“AI companies are starting to be like open source companies because it's viral with the easy to use product.”

“92% of AI companies are failing.”

“There used to be like, Battery and Neeraj had mentioned whatever the three triples, two doubles kind of a thing triple, triple, double, double, double, or whatever that, whatever the norm used to be that playbook's out of the window, right? Like right now with…”

“These days that this persona of the company you're talking about that get to a hundred million ARR real quick, it's not necessarily the same stickiness of revenue and time will tell.”