The AI Supercycle: Models, Moats, and the Future of Building

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 specializeWhether 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.