AI-native means AI is the core product, not just an enhancement
An AI-native company means the primary product offering or value is driven by AI, not just enhanced by it. Netflix is a channel for videos that uses AI to suggest movies, but you didn’t need AI for Netflix. LinkedIn is a social network that uses AI to connect people, but you didn’t need AI for LinkedIn. These are not AI-native. Companies like 11 Labs, Midjourney, or Cursor are AI-native because AI is at the heart of what’s being built, what’s being sold, and the people you hire early on.
— The Future of AI, with Martin Casado · The Keynote on AI