Gamma

“The stuff I see, Jason, is there's a ton of prosumer stuff that's working. Lovable's working. Reflet's working. Gamma's working. Like, so many prosumer things seem to be working. And then enterprise is working. You're right. I haven't seen much in between.”

“And Gamma, it's Gamma at sixty million this year. Gamma at sixty million, from like zero to sixty million this year. That's pretty good for slides.”

“Higgsfield and Gamma, you know, will do a third of their revenue in 12 months.”

“Canva actually has a Gamma clone now that's not bad.”

“Gamma raising a hundred million dollars at a 2.1 billion dollar valuation, having hit a hundred million in revenue with 50 people.”

“Claude figured that out. Cursor didn't figure this out. Replit and Lovable and Bolt didn't figure it out. I can tell you the story. Claude figured it out. Anthropic, the guys, you know, once they quit OpenAI, they figured it out and everyone grafted on this, i…”

“In this product cycle, what's actually interesting is a bunch of the early leaders from 23 and 24 have maintained their lead. You know, we talked about Harvey. That's a really impressive company. You know, Gamma is a really impressive company. You know, Cursor…”

“They will need to have a second product. I'm so sure of that. They will need to have a second product.”