AI startup
also referred to as: ai startups
3 statements across 2 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Aug 1, 2025 by William Welser IV · across every show →
Everything said about AI startup, oldest first
Aug 1, 2025 bullish
Welser: Startups succeed by treating big tech AI models as commodities
“There's been really an AI race between these large companies, which has led to a commoditization of these tools. And if you take the approach of I'm not going to fight them, I'm not going, but I'm going to learn how to ride on all of the rails. I'm going to lo…”
Dec 16, 2025 neutral
Rajendran: AI startups generate millions pre-seed, sparking unprecedented investor frenzy
“There's such an excitement and frenzy today to invest in those companies that are generating millions of dollars of new revenue out the gate that before wasn't considered possible until a company got to the seed or even series A level.”
Dec 16, 2025 negative
Weisbrot: Profitable AI-enabled service businesses struggle to raise venture capital
“These guys are having a little bit of a hard time raising money, even though they are great business people running interesting businesses that AI is not necessarily based on tokens, but it's essential to what they do for the services they provide.”