AI native companies

4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Apr 26, 2024 by Rudina Seseri · across every show →

Everything said about AI native companies, oldest first

Apr 26, 2024 negative

Disclosure

Seseri: Glasswing advises AI startups not to lead pitches with AI

“In fact, we tell our AI native companies not to lead with AI when they're speaking to prospective customers, because it's such a top of mind topic that it's a superficial indication of interest.”

Rudina Seseri Apr 26, 2024 ▶ 1:54 How Shopify Implements AI Across Sales and Product with the Head of AI at Shopify

Sep 5, 2025 bullish

Assertion Not checkable as stated

AI-Native Startups Are Outspending Large Enterprises on AI Infrastructure

“One really interesting thing that's happening is lots of more AI native companies and newer companies are actually spending more than like bigger enterprises who are maybe not super sure about putting things into production, but we want more of them.”

Gorkem Yurtseven Sep 5, 2025 ▶ 27:01 Anthropic, Cursor, FaL & Bessemer Venture Partners: The Realities of Scaling AI

Oct 22, 2025

Assertion Supported

Post-Sales Accounts for 31% of Headcount at AI-Native Software Companies

“Host sales is 31% of AI native companies versus as low as 22% in traditional SAS.”

Jason Lemkin Oct 22, 2025 ▶ 17:01 The State of AI + Software: Where It’s Going - Fast

Oct 22, 2025 positive

Assertion Contradicted

AI-Native Burn Multiples Fall to 0.4x at $100M ARR

“At a hundred million ARR, the burn multiple falls to 0.4 X for AI native companies versus 1.6 for classic SAS companies. They're four times more efficient in adding ARR.”

Jason Lemkin Oct 22, 2025 ▶ 7:27 The State of AI + Software: Where It’s Going - Fast

AI native companies

Everything said about AI native companies, oldest first

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