AI applications
3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jan 30, 2025 by Yaz El-Baba · across every show →
Everything said about AI applications, oldest first
Jan 30, 2025 bullish
El-Baba: AI Winners Will Build Proprietary Datasets from User Workflows
“The next phase and what gets me really excited is there's richness in the data of the users that is being created as they use your product. The more someone puts in an input that's unique as to how they should look at a certain certain asset class or a certain…”
Jan 30, 2025 bearish
El-Baba: Fast-to-build AI apps without data moats cannot sustain pricing
“Because if it's really quick to build, you're not building a data proprietary moat around what you're building. It's gonna be really hard to sustain the pricing that you see today, and that's gonna become a really, really challenging business proposition.”
Jun 27, 2025 bullish
Altman: AI applications are the best venture investment opportunity in 2025
“Applications are just like the
Obvious place for me, both because of my background, but it's also what I think is like the best place for venture in 20, 25 to be investing because you're basically investing behind the fundamental belief that like AI is going t…”