Cloud Companies

“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.”

“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.”

“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…”

“You have a much better foundation. Much, much better foundation for the AI wave, right? Like the primary investors are the big three cloud companies. They've got hundreds of billions of dollars on the balance sheet. Even if all of this goes away, they'll be fi…”

“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 top quartile, not the top one or two, the top quartile is growing triple digits at a hundred million, and when you think about compounding, assuming those have ARRs approaching north of a hundred, that means they're all gonna hit a billion in revenue.”

“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”

“I think the challenge with most cloud companies is we're so tightly coupled That it's really difficult to take an outside product and have it naturally fit into our ecosystem.”