AI startup
also referred to as: ai startups
4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jun 28, 2025 by Nikesh Arora · across every show →
Everything said about AI startup, oldest first
Jun 28, 2025 neutral
Arora: AI startups doubling valuations in six months is unprecedented
“The fact that people are raising money, you know, the companies have raised money at two billion dollars six months ago, raising money at four billion dollars right now is unprecedented. You've never heard that degree of development and conviction that is happ…”
Jun 28, 2025 bearish
Arora: Startups with marginal 10-20% improvements are doomed in the AI era
“The wave of technology that is coming is going to allow people to build businesses faster, more agility, a lower number of people, and fundamentally rethink them. And if you're not doing that, if your rethink is marginal, if you're looking for a 10, 20% improv…”
Aug 14, 2025 bullish
Aug 29, 2025 bullish
Kothari: The era of second-mover advantage in AI startups begins now
“I think not on Harvey, but I'm saying in general, especially with the RL focus and model stabilizing. I think the era of second mover advantages starts this year. Okay. Or starts now, basically, where we'll start seeing even companies started three years ago b…”