Nick Grossman

speaker

350 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Nick Grossman’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Pomp Podcast · Why No Company Will Win the AI War: The "Rebel Alliance" Thesis | Nick Grossman · 20 Jul 2026 podcast

And then we're also seeing that like the world is big and wide.

And if you think about

the advantage is being able to capture data and use that data to improve systems, that data is going to show up in lots and lots of places and a lot of that data value is going to accrue not just to the model layer, but also the application layer and other layers.

So it feels like a huge opportunity for a lot of folks to win.

Yeah, I mean, it's definitely both.

And I think any entrepreneur building this space is excited about where they can go and also worried about the shadow of the big labs.

We refer to it as the kill zone, the AI kill zone.

And, you know, where does that land and how big is it and how real is it?

I think we don't really know the answer.

I think folks who are closest to the core skill set of the models today are probably the most worried.

And that's things, you know, language, media, law, code, you know, things that are really natively digital, where the core experience of the big products from labs is really good.

But I think as you get, so I think there's a lot of worry there.

But even within those areas, you know, there are really good companies that are building defensibility and specialization and connectivity into the real world.

If you look at like AI lawyers or AI doctors or even AI financial advisors, like there's a lot to build.

Or even in AI music, you know, it's about developing an experience that is special and unique and really resonates.

And, you know, our bet is that, yeah,

And while the big labs are amazing at what they're doing, the idea of being the best at every use case is too much to chew.

I think you're taking the bet that as someone with experience in that field and knowledge and feel for the customer need, you can pull the product in the right direction.

I think a lot of entrepreneurs are doing that not just in categories that are close to the big labs, but in other categories too, like factory automation and robotics and all these areas.

There's so much expertise to be had in the world.

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