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AI technology

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

Everything said about AI technology, oldest first

Oct 3, 2025 bearish
Opinion
Chaddha: Very few enterprises can actually do anything with AI currently
“If I look at enterprises, still early, lot of hype, but very few enterprises. Can actually do anything with this technology”
Navin Chaddha Oct 3, 2025 ▶ 8:36 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
Dec 5, 2025 bearish
Prediction Not checkable as stated
Bhargava: AI labor displacement will hit foreign outsourcing hubs hardest
“What we're seeing a lot of is you add AI technology to American companies. They're now much more efficient. They don't need to outsource a lot of these more repetitive tasks. So I think the area that will be hit the hardest is probably abroad in places like In…”
Mark Bhargava Dec 5, 2025 ▶ 34:18 Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
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