The AI Supercycle: Models, Moats, and the Future of Building
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The AI Supercycle: Models, Moats, and the Future of Building
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AI just hit another inflection point — and we're not slowing down.
In Episode 1 of The AI Valley Podcast, Vikas and Sachin unpack what many are calling the biggest reset in AI since transformer architecture: the launch of Gemini 3, anti-gravity agents, massive leaps in reasoning benchmarks, and the ripple effect across startups, enterprise software, and developer workflows.
This conversation goes far beyond news headlines — it's a grounded yet forward-looking discussion on where AI truly stands and where it’s heading.
We dive into:
- 🚀 Why Gemini 3 feels like the start of a new AI era—not an incremental update
- 🧠 How agentic systems and live multimodality are changing product design and workflows
- 🛠️ Why building software is now easier, but differentiation and GTM are harder
- 💼 Will AI kill developer jobs—or supercharge them?
- 🧩 The 'middle-to-middle' model of work: the real way humans and AI will collaborate
- 📈 Why the next billion-dollar companies won’t just wrap models—they’ll specialize
Whether you're building the next AI startup, leading a tech team, or just trying to make sense of the pace of innovation — this episode gives you clarity.
The future isn’t arriving.
It’s already here — and moving faster than anyone expected.