Questions we’re asking of AI startups in 2025.

About this episode

Nabeel and Fraser discuss the critical questions surrounding AI startups and their potential to disrupt existing products.

Today, Nabeel and Fraser tackle the questions they've been asking internally. What level of improvement would it take to disrupt an incumbent product? They also explore what advantages second movers have in product markets, the emerging importance of reasoning models and computer use products, and what makes certain legacy markets ripe for AI reinvention. (00:00) - Intro (01:28) - Can 10% better, year after year, win? (10:43) - The questions we are asking (11:11) - Second Mover Advantage (26:55) - Exploring Deep Research and Competitors (29:11) - The Future of Computer Use (35:56) - AI as Muse: Enhancing Human Creativity

People in this episode

Hosts: Nabeel Hyatt, Fraser Kelton

Topics covered

• AI startups
• product improvement
• second mover advantage
• reasoning models
• AI reinvention
• human creativity

Keywords

• AI startups
• product disruption
• second mover advantage
• reasoning models
• computer use
• legacy markets
• human creativity

Mentioned in this episode

Organizations: AI, Deep Research, computer use products, legacy markets

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