AI
also referred to as: artificial intelligence
51 statements across 30 episodes · 19 bullish · 21 bearish · 16 people on the record · first statement May 30, 2023 by Rob Walling · across every show →
Everything said about AI, oldest first
May 30, 2023 bullish
May 30, 2023 bullish
May 30, 2023 positive
Founders should assess AI across generative, categorization, summarization, and predictive models
“It's a model of, if I was running a SaaS app today, I would apply each of those four, generative, categorization, summarization, and predictive, to say where in the app would my users benefit from it doing one of those, or where do I ask them to do it today, t…”
May 30, 2023 positive
May 30, 2023 bearish
May 30, 2023 neutral
Prompt engineering built over a weekend is not a competitive moat
“Unless you build something novel that is non-obvious and relatively difficult to build, AI is not a differentiator. If all you're doing is engineering a prompt and you can build it in a weekend, even though it can do something totally cool, anyone else can do …”
May 30, 2023 positive
AI increased Discretion Capital's SaaS tracking from 10% to nearly 100%
“Augmenting our systems for discretion capital in terms of using AI to sort of understand the SaaS, specifically the B to B SaaS market worldwide.
[266] Einar Volset: And that has allowed us to basically have a step change.
[270] Einar Volset: We're basically g…”
Sep 19, 2023 negative
Walling: AI content lacking human domain expertise cannot compete for SEO rankings
“I think the AI generated stuff, it just isn't there yet, and so if you don't have
That last 20% to get it, you know, again, it's eighty-twenty, right, where AI can maybe get you 80% of the way there, but if you don't have the last 20% yourself, I think it's a …”
Oct 10, 2023 negative
Jan 9, 2024 negative
Orangio: Product translation introduces long-term multilingual hiring burdens
“Globalization, on the one hand, especially now with AI, is actually very easy, and at the same time, not easy at all. Because you ultimately do need other people to support this additional language. Like, it'll just be you in the beginning, but then assuming t…”
Jan 23, 2024 positive
Walling: AI will not take developer jobs, but will augment software builders
“I don't believe AI is going to take a bunch of developer jobs. I think this is the rising tide that raises all the boats. Unless you're a real developer, and you don't, or you resist AI, or you don't want to use it becomes this tool of augmentation that I thin…”
Jan 23, 2024 positive
Walling: 2024 tech shifts from obvious AI to novel tool integrations
“The obvious AI stuff, we're going to be through that this year. And we're going to start to get into novel and surprising integrations with a lot of the tools we use, or novel and surprising new apps that aren't just a thing that, again, is so obvious to build…”
Apr 9, 2024 neutral
Reimer: AI shifts startup value from software implementation to sales
“This is moving in the direction where AI can do so much more of technical implementation. I think it's only going to get more and more. That doesn't mean there's not going to be demand for software developers to know how to, like, use the AI tools to pull thin…”
Oct 8, 2024 negative
Landsman: Support faces AI disruption because companies treat it as a cost center
“Customer service is more directly in the crosshairs of even current AI capability to some degree. Like obviously you can make the case for like, well, every job is going to be affected or whatever, you know, who knows? But I think this is one where it's like, …”
Dec 31, 2024 neutral
Jan 28, 2025 negative
Lars Lofgren immediately terminates freelance writers caught submitting AI-generated content
“I am running content programs on several sites right now, and I have told all my freelancers, if you use AI, if you copy and paste anything from AI into anything in your post, if I ever find it, We're done. You can use it for brainstorming. You can use it for …”
Jan 28, 2025 negative
Lars Lofgren argues AI produces mediocre content that cannot win rankings
“AI is really good at giving you kind of like that core, like Middle of the bell curve answer. Right. And if they're giving you something, they're going to give the other thousand people in your space, something pretty similar. Cause that's what AI does. And so…”
Feb 4, 2025 neutral
Feb 27, 2025 bearish
Mar 11, 2025 bullish
Gall: Subpar AI categories are the best areas to build in early
“Because I think everything in AI will be very good. And so the things that aren't that good right now are actually the best things to build in because everyone just assumes, oh, who's, is it a voice? Is it really going to replace a person? Yes, actually it is.…”
Mar 11, 2025 neutral
Gall: AI founders must combine extreme optimism with constant paranoia
“Extreme optimism and paranoia. I think that, that is the appropriate stance for the CEO of this company, is we are gonna push so hard, we're gonna crush it, we're gonna get to ten million ARR in 18 months, and at the same time, at any minute, someone could rel…”
Mar 11, 2025 positive
Gall: MVPs are easier in AI than SaaS because founders build less
“And the reason MVPs in AI and SaaS are like very, very different things is because in AI, you don't build nearly as much as you do in SaaS. So if you want to build a CRM, you kind of can't launch an MVP. You know, if you want an email, for example, Look, you c…”
Mar 11, 2025 negative
Aug 12, 2025 positive
Dennis: VCs Are Right That AI Startups Must Raise More Capital
“Every venture investor is like, take more and go try to get this thing. And you know what? I don't think that's venture investors trying to be evil. They're actually right. They've seen pattern recognition that you're gonna need more capital. This is AI and yo…”
Oct 28, 2025 negative
Walling: AI does not make category creation easier for bootstrappers
“So I don't think AI makes any of that any easier. AI makes building products easier, and it makes the type, it means the type of products we can build are more varied, and we can build maybe some new product types or categories, but building a product category…”
Nov 11, 2025 positive
Dec 2, 2025 neutral
Hewitt: AI workflows only work 80% of the time and require humans
“Yep, like that a hundred percent exists and I built that and it works about 80% of the time. And so it's that 20% that is still, you know, the human in the loop or the human augmented or amplified experience with AI. That's where we are today. And that applies…”
Dec 2, 2025 neutral
Dec 9, 2025 bullish
SaaS is not dead; businesses will not build internal tools with AI.
“No, like we still, I still need team communication software. I need a calendar. I need project management tools. I need an email client. I need a CRM. I need error monitoring. I'm not going to build any of this stuff myself just because I may have some specifi…”
Dec 9, 2025 bearish
Single-feature utility applications are the most vulnerable to AI replacement.
“If your app is a single feature, the beauty of app being a single feature is you kind of development can be done. It can be done. These are great, like indie hacker lifestyle. Step one, step two businesses. You know, you don't have to constantly build an ad an…”
Dec 23, 2025 negative
Walling: Unsupervised AI-coded software becomes unmaintainable within 6 to 18 months
“And it's okay to use AI to code as long as a, like an engineer is supervising slash running that process, because we know That you can have AI build you something, and we know that in six, 1218 months it will become very, very hard to maintain. Feature velocit…”
Dec 30, 2025 bearish
Jan 27, 2026 positive
Cohen: AI belongs in the solution space, not the problem space
“People talk about AI like it's part of the problem to solve or that people want AI. False. AI is part of the solution space. How is it that I can deliver more of what they already wanted because of AI? AI has made something possible that was previously impossi…”
Mar 10, 2026 negative
Vollset: Superintelligence requires new breakthroughs, not just more compute and synthetic data
“There has to be, I think, and I think there's, I think most people now, if you look, talk to like leading edge research and stuff, sort of agree with this. They're like, look, there has to be another breakthrough to really start that, like, To get to the next …”
Apr 28, 2026 positive
Apr 28, 2026 neutral
Apr 28, 2026 positive
Reimer: Core bootstrapper advantages remain unchanged despite AI shifts
“And as I reflect on it, I'm like, I feel like these have always been the bootstrapper advantages. So in a sense, it's like, even though so much is changing in our industry, I think ultimately what allows us to succeed and set ourselves apart is kind of staying…”
May 26, 2026 negative
Ries: AI prompting best practices become obsolete within months
“The durability of these so-called best practices is so short, like the prompting tools and guidelines and context management, like stuff, stuff that we were writing about six months ago, 12 months ago, 18 months ago is now completely wrong.”
May 26, 2026 negative
Ries: Outsourcing product building to AI slows startups down
“If you just send it off to do the artifacts for you, if you have it make a product that you don't understand how that product is or what it works, if you don't talk to the customers, but you have the machine talk to customers for you, it will not actually acce…”
May 26, 2026 negative
May 26, 2026 bearish
Jun 2, 2026 neutral
Hendrickson: AI Excels at Market Research but Fails at Writing Headlines
“Every time I have it go through and do it, it's a really good enabler tool on the backend. I could talk about operationally being able to go do the research, compile the stuff to get it to a point where then you can see the nuance, the details of whatever it i…”
Jun 2, 2026 neutral
Walling: AI outputs the internet's average, elevating novices while disappointing experts
“AI is the average of the internet. It's the average of everything, and so if you're not a good copywriter, if you're a two out of 10, And you have AI write copy, it's gonna write a five out of 10, let's just say. And you're gonna be like, man, AI is so great. …”
Jun 2, 2026 neutral
Hendrickson: Bulk Ad Generation Is AI's Only Short-Term Path Over Humans
“And that's the whole thing is like people are going to use the AI for is how can I spin up a hundred ads, each with micro differences between what the avatar is, or the hook, or the phrase, and it can really do effectively like that, and hopefully one of them …”
Jun 9, 2026 bullish
Jun 9, 2026 bullish
Jul 21, 2026 bearish
Walling: The real SaaS-pocalypse threatens overpriced incumbents, not bootstrappers
“Like, the real SaaS-pocalypse is the big companies, the big incumbents. They're the ones who have raised their prices so much, maybe a little too much, Because they have to grow every quarter for Wall Street, right? So they have bloat, they have legacy, they h…”
Jul 28, 2026 negative
Marzouk: AI punishes fuzzy positioning and crushes SaaS companies lacking clear ICP
“If you don't have clarity on your ICP, the use case that works for you, how your GTM is designed, You're going to be crushed by AI. The AI, like, punishes fuzzy positioning, rewards clarity, rewards like ROI, clear deliverable, and some founders don't have tha…”
Aug 18, 2026 bullish
Aug 25, 2026 bearish
Rob Walling predicts AI will kill 10% to 20% of SaaS apps.
“I've said on the show, I think it's 10 to 20% of SaaS apps are gonna, gonna eat it. Like, they're gonna have real trouble. And it's some specific Categories and things that AI can specifically just replace or people will build themselves or whatever.”
Sep 8, 2026 positive
Walling: AI regulation barring B2B SaaS use is highly unlikely
“To Kyle's question, the odds of it being regulated and you not being able to use it in your app, that's a risk tolerance thing, but to me that feels highly unlikely. I think if it's going to be, if it was going to be regulated to not be able to be used in B to…”