Vignesh Ravikumar
person on 1 show · 7 statements across 1 episodes
On the record as a speaker too: Vignesh Ravikumar across every show, appearances and statements → this page counts the times other people say the name.
7 statements about Vignesh Ravikumar, every show
Ravikumar: Sierra's Latest Fund Is 50/50 First-Time vs Repeat Founders
“I'll just comment on the latest one. It's probably about fifty-fifty repeat versus versus first-time founder.”
Ravikumar: Usage and gross retention define product-market fit in AI
“I think in the AI world, to me, the leading indicator of product market fit is actually usage. And can you actually predict number of tokens, what the user is doing on the product? Are they consistently using it every day? Are they consistently using it every …”
Ravikumar: SaaS companies with raw, unannotated data will struggle in AI
“It's not about volume of data. It's about how good the data is and how much have you annotated the data to actually do something meaningful with it from an AI perspective. And so the companies in the SaaS world that just ingested data have no idea what data th…”
Ravikumar: Sierra Ventures stopped investing in traditional SaaS, focusing on AI-native
“And obviously as early stage investors, we're not investing in any SaaS companies anymore. Most of it is AI native building some sort of AI agents and stuff like that, but we don't see it as a, we don't see the SaaSpocalypse thing as a, as an inevitability.”
Ravikumar: ServiceNow is primed to capture massive AI enterprise opportunity
“Personally, I think ServiceNow is in a perfect position to go pounce and capture a ton of opportunity around all this AI stuff that's happening.”
Ravikumar: Sierra invests $2M-$7M upfront across 30-35 companies per fund
“So we try to write two to seven million dollar checks up front and take 30 to 35 shots on goal. So two to seven million dollar initial check, and then we'll reserve, call it roughly 50% for follow on.”