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AI native companies

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 30, 2023 by Guillermo Rauch · across every show →

Everything said about AI native companies, oldest first

Aug 30, 2023 bullish
Prediction Not checkable as stated
Rauch: Great AI-Native Companies Will Be Built on Foundation Models as Cloud 2.0
“My new insight is there's going to be a lot of great AI native companies that are built on top of this new infrastructure. Let's call it like cloud two point O, which is this foundation models. These are the new backends that are going to power the most exciti…”
Guillermo Rauch Aug 30, 2023 ▶ 4:15 No Priors Ep. 30 | With Vercel CEO Guillermo Rauch
Jan 22, 2026 neutral
Assertion Not checkable as stated
Desai: Only about 10 AI-native companies have reached $100M ARR
“Like if you think about however you define success for AI native companies, whether it's a hundred million ARR, billion ARR, pick one. There are like 10 companies like that today, today.”
CJ Desai Jan 22, 2026 ▶ 35:40 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
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