AI wrappers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 2, 2025 by Nikesh Arora · across every show →
Everything said about AI wrappers, oldest first
Oct 2, 2025 bearish
Nikesh Arora: Incumbents will squeeze AI security startups out of existence
“The current startups you mentioned like startups that are trying to do what AI wrappers are trying to do on LLMs. And over time we're going to get better and better where we're going to squeeze their capability over time that you wouldn't need them.”