Subvolts take AI startups can still win by focusing on niche applications and agentic products. Mar 11, 2026 - Developers
- Learn about potential niches and agentic product opportunities in the evolving AI landscape.
- Business
- Understand how startups can compete with major AI players and where value creation is headed.
This is a solid interview with an AI investor discussing the competitive landscape and future opportunities for startups.
AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Audio streams from Alex Kantrowitz. Your place is remembered on this device.
From Subvolts
Summary and analysis by Subvolts editorial, AI-assisted.
Olivia Moore, an AI partner at Andreessen Horowitz, joins the Big Technology Podcast to discuss the viability of AI startups competing with giants like ChatGPT, Claude, and Gemini. She explores how the AI economy might become more distributed, identifies areas where startups can still succeed, and examines the potential impact of agentic products on software and work. The conversation also touches on AI image and video applications, chatbot memory, AI companions, and enterprise adoption.
This episode discusses if small AI companies can compete with big ones like ChatGPT. It explains how new AI tools could change how we work and what software does, suggesting opportunities for smaller players.
This episode offers a grounded perspective on the AI startup landscape from an investor. It's for founders, investors, and business leaders trying to understand where value creation will occur as large AI models dominate. Moore's insights are relevant to how frontier labs like OpenAI, Google Gemini, and Anthropic are shaping the market, and how their advancements create opportunities or challenges for others.
- HostAlex Kantrowitz
- GuestOlivia MooreAI partner, Andreessen Horowitz
- Guest: Olivia Moore, AI partner at Andreessen Horowitz
- Show: Big Technology Podcast
- Length: 57 minutes
- Topic: AI startups competing with ChatGPT, Claude, and Gemini
- Potential: AI economy will be more distributed than many expect
- Innovation Area: Agentic products like OpenClaw could reshape software and work
Olivia Moore is an AI partner at Andreessen Horowitz. Moore joins Big Technology Podcast to discuss whether startups still have a real shot at competing with the biggest AI chatbots as ChatGPT, Claude, and Gemini grow more capable. Tune in to hear why she believes the AI economy will be more distributed than many expect, where startups can still win, and how agentic products like OpenClaw could reshape software and work. We also cover AI’s image and video app shakeout, chatbot memory, AI companions, enterprise adoption, and what happens to incumbents as every company is pushed to become AI-native. Hit play for a sharp conversation about where value in the AI economy is actually headed.
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Questions people ask
- Can AI startups still compete with major chatbots?
- Yes, Olivia Moore believes the AI economy will be more distributed than many expect, and startups can still win in specific areas.
- What are agentic products?
- Agentic products, like OpenClaw, are discussed as potentially reshaping software and work, indicating a potential area for startup innovation.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Alex Kantrowitz.