AI software

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 21, 2025 by Bhaskar Ghosh · across every show →

Everything said about AI software, oldest first

Nov 21, 2025 positive
Insight
Ghosh: AI Software Requires Palantir-Style Forward-Deployed Engineers
“Many of these new AI enabled businesses that you're building, whether it's pure software, whether it's services, Has a Palantir-esque, ah, ah, flavor to it. That, that in delivering this service and in delivering this software, ah, AI enabled software, you wil…”
Bhaskar Ghosh Nov 21, 2025 ▶ 56:49 How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
Mar 19, 2026 bearish
Assertion Not checkable as stated
Agarwal: Enterprise software budgets have stalled entirely outside of AI initiatives
“Like if you're going and asking for a 100,000 budget or a 500,000 budget, except AI, there is no spend happening in any other software category.”
Rohit Agarwal Mar 19, 2026 ▶ 1:02:54 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.