Aman Kabeer
Investor, FirstMark Capital. On 1 show, 2 appearances. The Shows tab opens the full record on each.
Aman Kabeer is a venture investor at FirstMark Capital. He focuses on artificial intelligence market trends, valuations, and venture investments.
1shows
2appearances
13statements
8resolved
6supported
0contradicted
75%fully supported
Everything Aman Kabeer said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Sierra quadrupled its valuation to $4.5B on $20M ARR
“Yes, current chairman of OpenAI as well which is more than quadrupling its valuation this year to four and a half billion. You know, on the other side of that equation is roughly twenty million of ARR.”
Private AI startups hold a $40B valuation against under $100M revenue
“And basically the kind of end, end all of the chart kind of proves the point that you have, let's say, roughly forty billion dollars in valuation across a number of these names but less than a hundred million dollars of revenue.”
Over 25% of new code at Google is AI-generated
“Sundar Pashai said, you know, more than a quarter of all code written at Google is now generated by AI before it's reviewed and accepted by engineers”
FirstMark survey: 62% of CTOs adopting AI were underwhelmed by impact
“While 64% of, you know, CTOs in our guild had adopted AI in some form or the other in the last 12 months, 62% of those that had adopted AI were underwhelmed by the impact it had on their organization.”
Safe Superintelligence raised a $1B seed round pre-product
“There's also kind of the biggest seed round ever, right, that we saw. Safe superintelligence helmed by Former OpenAI chief scientist and co-founder Ilya Sutskover raising roughly a billion dollars in cash at a five billion dollar valuation pre-basically anythi…”
Google's $2.7B Character.AI deal was the largest acquihire ever
“And, you know, we also had the biggest acquihire of all time. So for those of you who don't know, 2.7 billion dollar acquihire by Google of the Character AI founders who, funny enough, were already at Google before they went to start Character AI.”
AI startups reach $30M ARR five times faster than legacy SaaS
“The AI startups in the cohort that Stripe measured took 11 months to reach one million in ARR after their first sales on Stripe versus 15 for the previous generation of SaaS businesses, and then maybe more impressively, you know, scaling to more than thirty mi…”
Palantir is the most richly valued software company today
“It's the most richly valued software company today.”
Sitting out the dot-com boom meant missing foundational tech companies
“And if you would have sat out then you would have, you know, maybe avoided a couple of busts, but you would have also missed on some of the most foundational companies of our lives.”
VCs are suckers for big visions like artificial superintelligence
“You know, we VCs are suckers for a big vision, so super from general is, is, is a VC magnet.”
Open-source AI popularity is fleeting and does not equal commercial traction
“As we've seen over the past year popularity doesn't necessarily translate into commercial traction, and popularity is pretty fleeting in the world of AI.”
Palantir has reached $2.7 billion in ARR
“They're, you know, at 2.7 billion of ARR today, which is pretty massive.”
Top 10 public SaaS companies trade at 14-15x revenue multiples
“The top 10 names in the public markets are somewhere in the 14 to 15 X range. And that's just the top 10 companies in the world today on the software side, but the actual median is closer to five to six X. In the past it's closer to 10 X.”
One line per show, most statements first. The link opens Aman's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 MADLEDGER | Investor, FirstMark Capital | 2 | 13 | 75% 6/8 | full record on the MAD Podcast → |