application developers
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 7, 2026 by Karan Goel · across every show →
Everything said about application developers, oldest first
Aug 7, 2026 positive
Goel: AI labs build apps out of capability excitement, not competition
“I don't think it comes from a place of trying to compete. I think a lot of times the stories around how these products got built is that people inside were amazed by what it was able to do. They built a prototype, and the prototype just happened to be somethin…”
Aug 7, 2026 neutral
Goel: Information Asymmetry Gives AI Labs an Unavoidable Application Head Start
“I think the thing that, that is hard is the information asymmetry that exists, which is that model developers see where the future is before the application developers do. So that asymmetry is impossible to sort of, like, actually remove.”