Viral Bajaria

6 statements across 1 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Oct 24, 2025 by Viral Bajaria · across every show →

On the record as a speaker too: Viral Bajaria's record, appearances and statements → this page counts the times other people say the name.

Everything said about Viral Bajaria, oldest first

Oct 24, 2025 bearish
Opinion
Bajaria: Software Moats Are Dead, Even for Foundation Model Makers
“I actually think the modes, the tech modes are disappearing. Yeah. Right? You, I think if anybody believes that they can create a tech mode right now, it's hard. I mean, even the foundational model companies can't create tech mode, which is like the most impor…”
Viral Bajaria Oct 24, 2025 ▶ 52:30 6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
Oct 24, 2025 neutral
Assertion Supported
Bajaria: Y Combinator Downsized His Batch to 47 After Processes Broke
“And in our batch, they went down to 47 companies. And the reason they did that is because they found that their whole process was broken for that thing.”
Viral Bajaria Oct 24, 2025 ▶ 12:25 6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
Oct 24, 2025 bearish
Insight
Bajaria: Embedded Workflow Integrations Are No Longer Defensible Software Moats
“Agentifying workflows are getting very simple. So the workflow is not, not a mode. Being embedded in a workflow is not a mode because switching costs are getting lower.”
Viral Bajaria Oct 24, 2025 ▶ 54:09 6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
Oct 24, 2025 neutral
Disclosure
Bajaria: 6sense Raised Early Funds Primarily to Project a Larger Presence
“Like, as Sixth Sense, I'll tell you, like, there was a time when we raised money, and we raised money for, not because we wanted to build more product, or because we wanted to, we raised money because we wanted to appear bigger than we were. We took the bigges…”
Viral Bajaria Oct 24, 2025 ▶ 55:25 6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
Oct 24, 2025 negative
Insight
Bajaria: Enterprise Contracts Prevent AI First-Party Data Network Effects
“And I also warn founders saying that, hey, just because you sync first party data, you know, many people will tell you like, hey, I have the network effect because all my customers give me data and I have the network effect. That's not more because every enter…”
Viral Bajaria Oct 24, 2025 ▶ 53:24 6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
Oct 24, 2025 neutral
Assertion Not checkable as stated
Bajaria: All His Angel Losses Are US Companies, All Exits India-Based
“All my dead companies are US based companies. All my exits are India based companies.”
Viral Bajaria Oct 24, 2025 ▶ 47:16 6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
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