What Defines an AI Company? A simple test: remove the core ...

What Defines an AI Company? A simple test: remove the core AI component - does the company still function well, attract users, and maintain similar revenue growth? If the answer is no, then AI isn't just an add on. It needs to be the foundation of the business. Take Cursor,

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AI or Die | RKG

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The more reliant a task is on a large and private dataset, the more likely it is that a workflow application will be dominant instead of a model. The best software companies function as a system of record, a repository for the most important data (customer IDs, product analytics, or credit card numbers), and they’ll be able to offer superior produc

AI has a UI problem @OpenAI's decade of research worked when it became a chat UI @cursor_ai fastest growing saas when they baked co-pilot into the editor UI @meetgranola entered and scaling in the most AI saturated market with human agency UI Design is the differentiator

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Everyone loves to dismiss “GPT wrappers”. But Cursor is worth $10B without owning the underlying model. Why? Because they understand that the job of AI products = context + UX.Most people still think building an AI product means building a better model. But the best products today? They don’t own the model — they wrap it in the best context + UX.Ta... See more

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There are a lot of different definitions out there, but the one that I like to use internally is:

AI or Die | RKG

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Matilde Giglio • What we look for in AI companies (and why they are different)