Hot take: AI-built startups may be worth less than the agent chats that built them
airesearch12 · x · 2026-11-02
The author argues that many startups of this new AI era aren't as valuable as the agent chat that built them. Buying the reproducible assets (code files, databases) is pointless; the real asset is the conversation itself, which would let a buyer keep prompting the startup into something even greater. They wonder whether VCs would agree.
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