AI native companies

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 3, 2025 by Navin Chaddha · across every show →

Everything said about AI native companies, oldest first

Oct 3, 2025 positive

Insight

Chaddha: AI companies must shift to consumption or outcome-based pricing

“Now we are moving into an era of consumption based pricing or outcome based pricing. I don't pay you per month. I pay you for what I use. And that's where this era is going, where I don't charge per user per month. I charge for the activity I do for you. I cha…”

Navin Chaddha Oct 3, 2025 ▶ 23:15 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea

Oct 30, 2025 bullish

Assertion Partly supported

Carta data shows AI startups get larger valuation premiums at Series A

“There's some interesting Carta data around this cycle in AI, and there is a premium that AI native companies are getting, and it's more dramatic in the Series A and Series B.”

Molly O'Shea Oct 30, 2025 ▶ 17:14 Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea

Turn any episode into a week of clips.

This entire site, over 160 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

AI native companies

Everything said about AI native companies, oldest first

Turn any episode into a week of clips.