2 clips
VVC10X
Shalin Madan predicts widespread company failures in the coming years while arguing that the current market has become zero-sum. He explains that well-run companies with better technology, processes, and management will thrive at the expense of weaker competitors.
Lenny's Podcast
Sherwin Wu predicts we're entering a new era where AI enables a massive boom in vertical-specific software companies. He argues that AI tools work particularly well when focused on specific industries because they can deeply understand particular use cases and domains, leading to potentially 100x more startups than currently exist.
