Anish Acharya

That's a really impressive company.

You know, Gamma is a really impressive company.

Cursor is a really impressive company.

Like, the companies that were early have so far continued to actually be dominant.

And that's something that I've sort of changed my mind on.

I think in 26, we're going to see a whole new set of categories.

Can I share my view on where we are on the market?

Yeah.

Late 22, November 22 is ChatGPT.

23, a lot of the kind of obviously good ideas, and that's not to denigrate them, they were obviously good, were started in some of 24.

In the end of 24, reasoning models started working.

So even the ideas that were obviously good but not working, suddenly, many of them suddenly started working with the advent of O1 and DeepSeq.

25 of those companies scaled.

So now we are starting to see for existing markets, which is like customer support and the evolution of that, chat, creative tools, code, we have these early leaders.

Those markets are somewhat established.

It's going to be very hard to be like another customer support or coding tool today.

Conversely, we're going to see a set of AI native categories, I think, emerge in 2026.

Knowing what we all know now, what company would you build?

That is the operative question.

And OpenClaw and Maltbook are just the beginning of that.