enterprise AI startups

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 9, 2026 by Vamshi Ambati · across every show →

Everything said about enterprise AI startups, oldest first

Jun 9, 2026 neutral
Insight
Ambati: Do not pretend to build a product before five customers
“Until then, I wouldn't say, don't even pretend that you're building a product because that'll hurt you more than it'll help you. Because you're basically thinking that you're building product, the cycles go there, but then they'll really just start to look lik…”
Vamshi Ambati Jun 9, 2026 ▶ 46:09 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
Aug 14, 2026 positive
Insight
Jain: Enterprise AI startups must redefine categories, not fight feature wars
“You have to be categorically differentiated. So when I go into a deal, I don't say my voice AI is better. I challenge the customer and say, why are you just doing voice AI? You should do voice AI and you should do companion agent and you should think more broa…”
Swapnil Jain Aug 14, 2026 ▶ 1:06:11 ChatGPT Killed My $50M ARR Business Overnight | Swapnil Jain Observe Al
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