defense
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 18, 2025 by Somesh Dash · across every show →
Everything said about defense, oldest first
Nov 18, 2025 bullish
Dash: Vertical AI will create $10B ARR companies in 10-15 years
“I'm pretty sure we're going to see five to ten billion dollar ARR companies in healthcare, education, defense, and retail. In the next 10 to 15 years that are not going to be head-on competing with the same companies that are competing code generation.”