EV Randle
person on 1 show · 5 statements across 1 episodes
On the record as a speaker too: EV Randle across every show, appearances and statements → this page counts the times other people say the name.
5 statements about EV Randle, every show
Randle: Multiple people I know hold $3B to $4B in Anthropic
“I have friends, like I know several people that have like three to four billion dollars invested into Anthropic.”
Randle: Andreessen Horowitz and General Catalyst are asset managers, not VC firms
“But I think a lot of these firms, they have just become alternative asset managers. And like, that is what they are. And they have venture products, but they are not venture capital firms. And that's, that, that's not me being like, oh, they're not VC firms be…”
Randle: First Kleiner Perkins deal was SpaceX at $100B+ valuation
“So my first investment when I was at Kleiner Perkins was SpaceX. And it was at an over a hundred billion dollar valuation.”
Randle: High gross margins in AI products signal low feature usage
“Now gross margins, if your gross margins are high, that's actually a bad thing, because, you know, AI inference costs a lot of money, and if you have an AI product with high gross margins, that means that no one's using your AI features”
Randle: AI startups can hit $1B revenue without proving unit economics
“The thing that's changed massively in the new AI paradigm is that you can have businesses that are well over a billion dollars in revenue that haven't proven out their unit economics. They haven't proven out, you know, durable product differentiation. In many …”