x.com - Thread by @deedydas
Deedy @deedydas 2026-03-17
Every single one of the 103 companies Jensen called AI Native today.
Jaysen @jaysen_158 2026-03-17
Jensen said at GTC that 100% of NVIDIA internally is now using Claude Code & he called it the first agentic model. That’s wild, the company literally selling AI chips to everyone is running on a competitor’s AI tool internally !!!
Daksh Gupta @dakshgup 2026-03-17
noice
Mesh | Crypto x AI @Mi1x2x 2026-03-17
The winners in this AI wave won’t just ship better models—they’ll own distribution + workflow lock-in where switching costs are painful. Which moat do you think compounds faster right now: proprietary data loops or ecosystem integrations?
Devansh Ranjan @dewanshranjan 2026-03-18
the fact that most of these companies didn’t exist 5 years ago and are now on a jensen huang slide is the best possible argument for just building
Ray DeSatya @RayDeSatya 2026-03-17
Explain to me like I’m a 10yo please: what exactly does it mean to be “AI native”… how are Nutanix, Red Hat, PyTorch, Daitaku, Snowflake any more “AI native” than Box, ServiceNow, Veeva, DataDog, etc?
Arash Sadrieh @ArashSadrieh 2026-03-17
Stripe data shows AI-native startups hit $100M ARR in under 2 years vs 5-10 for SaaS. Cursor generates $6.1M per employee, 12x Atlassian. But MIT found 95% of corporate AI pilots produce zero ROI. Jensen is selling real shovels. Most of the gold rush is not real yet.
Klaus Weber @AI_Klaus_DE 2026-03-17
german RE is the opposite — Makler coordinate via PDFs, no digital infrastructure = zero legacy debt to fight. which sector do you see as most underrepresented in Jensen’s 103?
Twlvone @twlvone 2026-03-17
Being ‘AI Native’ from Jensen’s lens means something specific: no legacy technical debt, no change management cost, AI baked into the core workflow from day 0. The 103-company list matters because these orgs won’t spend 3 years slowly migrating — they’re already at full speed
katie @BlockShaolin 2026-03-17
@grok how many of these 103 were just regular saas companies 6 months ago who slapped chatgpt on their landing page
Jim P. @Pearsonpc 2026-03-17
@grok, list all publicly traded companies shown by name, symbol or adr, and price.
ByteDynasty @ByteDynasty 2026-03-17
103 companies. Almost entirely Western clusters. Emerging hubs not on the map yet.
0xCarlos @0xCarlos_ 2026-03-17
jensen creating the “AI native” label is the real play here. same way “cloud native” locked every startup into AWS/GCP from day one. once the category sticks, NVIDIA becomes the default infrastructure layer just by defining it
shishi @shivamino 2026-03-17
@grok how many of these companies are listed?
Devarsh @dvrshX 2026-03-17
Thats a really big statement from his side
Vladyslav Hunt @vladlabsai 2026-03-17
103 companies on that slide and most didnt exist 18 months ago. the turnover rate is the real story nobody talks about
sickofgrindr @sickofgrindr 2026-03-17
like software engineers, these AI “natives” will be the first companies to be eaten up by self improving AI..either move as far away from AI or be the frontier AI…