AI-native application software

What experts have said about AI-native application software

1 statement · 1 positive

1. Nikesh AroraPositiveJun 8, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   AI-native applications will eventually reinvent large software markets and drive customer switching.

   “eventually you'll see these people saying what if I took this 40, 50, $100 billion TAM down, I can build a whole brand new backbone with gentech AI and it'd be so differentiated that it'll cause customers to move.”

   Listen at 24:54

   Open the episode · Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.