sensors
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 15, 2026 by Rory O'Driscoll · across every show →
Everything said about sensors, oldest first
Jul 15, 2026 bullish
O'Driscoll: Vertical AI apps combining sensors with models are highly defensible
“If you're doing kind of a combination of software and sensors, you've got something that's obviously manifestly different.
You know, you've got maybe visual sensors.
You've got touch sensors.
You got something out there that says, oh, but I ain't going to star…”