AI Startups vs. Big Chatbots — With Olivia Moore

Bullish:

• $ELEVENLAB - Eleven Labs has built superior audio models that maintain pricing power despite competition from larger AI labs.

  • “Eleven Labs is a great example because I think you would imagine that OpenAI and others would have built their own best in class audio models, but they just had such a compelling head start to the point that, like, the models are amazing. I will talk to founders who are, like, eleven's expensive. I'm gonna switch to this instead. And then they always switch back because the quality of the voices is just so much better.”

    Olivia·14:51
• $GOOGL - Google has successfully launched multiple standalone AI products and is gaining traction after initial struggles.

  • “Google has four standalone products on our list, which if you had told me that twenty four months ago when like Bard came out, the early version of Gemini, I would not have believed you.”

    Olivia·51:27
• $AIAGENTS - AI agents represent a major architectural unlock with massive startup interest and potential.

  • “I think that every tech company is gonna be an AI company, and every AI company is gonna be an agent company. And so the sooner that you as kind of an employee or a business owner can kind of get on board and learn how to use that to your advantage, probably the better.”

    Olivia·0:00

  • “I think OpenClaw itself as a product is kind of like the first sign of a whole new wave of what's to come. Like, I believe it's probably the most important kind of architecture unlock that we will have for 2026. And the reason why is because I meet, you know, a dozen startup founders every day. And at this point, probably half of them are saying, I was inspired by OpenClaw. I wanna build OpenClaw for x or for y.”

    Olivia·30:27

Bearish:

• $SAAS - Legacy SaaS companies face existential threat from AI-native competitors that will be preferred by new companies.

  • “especially for if you think about how many companies are being founded now, they're probably gonna pick the AI native version of a software product, not like the twenty five years old legacy version of a software product. So I think it's not gonna be immediate change, is why I think the SaaS pocalypse is a bit overblown. But, like, it's definitely a real risk.”

    Olivia·52:15

  • “I think all the incumbents have to have to kinda wake up and figure out what their strategy is gonna be.”

    Olivia·53:33