The Ledger
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Greylock's $500M Facebook valuation check faced intense internal and external criticism
“Facebook was very controversial, both internally and externally at Greylock when it was announced, because we invested at a five hundred million plus pre and wrote one of the biggest Checks that Gerlach had ever written at that time, and that was considered in…”
Stebbings: Top VC brands give startups extra runway to achieve product-market fit
“Because Sequoia and Greylock have such great brands, they will generally, 90% of the time, always get more money, and because they get more money, they have more time to get product market fit.”
Motamedi: No new horizontal system of record SaaS company launched in 5-6 years
“Now, why has there not been a new deep horizontal system of record SaaS company built over the last five or six years? I can't think of one.”
Motamedi: Series A valuations range from $80M to $200M post-money
“For series A, based on what we're saying, again, for that kind of cohort of companies, If you have a little bit of product market fit, again, we're seeing pricing between 80 and maybe a 152 hundred post on the high end.”
Motamedi predicts SaaS will shift to hybrid seat and work-based pricing
“I think we're going to see hybrid pricing models. Where you're going to layer on to seats the type of work that you're doing for the end user, and you're going to monetize that separately, and that will allow these companies to continue growing inside accounts…”
Abnormal Security reached $100M ARR growing over 100% year-over-year
“We were fortunate at Greylock to initiate a company called Abnormal Security, which recently announced they've crossed a hundred million of ARR growing north of a hundred percent.”
Cresta Study Shows Entry-Level Workers Benefit Most From AI
“Like one of Greylock's portfolio companies, Cresta, did a study of which people in the customer service were most benefited by early AI, and it was the entry level people. It was the people coming in, right, and learning the job much more quickly.”