cloud companies

“You're going to see these Ten billion dollar plus caliber companies starting to flip from private to public, and the lights will turn on on this segment in a way that public market investors and, frankly, the community more broadly doesn't yet fully appreciate”

“That's actually where, I mean, one of the reasons also I got so fascinated was like, to me, building a startup today that is AI first is as pivotal or revolutionary as it were, 14 years ago to build the first cloud companies.”

“The cloud companies, they're going to run the best software. They're going to, you know, drive margins to the ground. And so competing on inference with cloud companies is really hard over time. And so if all your revenue comes from inference and, you know, de…”

“There's not going to be any, that many AI model companies that actually become at scale and potentially be even bigger than what these cloud companies became.”

“For most of these companies that we've backed, these winning apps, they're growing faster, three X faster, you know, than predecessor SaaS and cloud companies.”