The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Mehra: Anthropic and OpenAI will steamroll standalone developer tooling startups
“The parts which I think I would say we are less excited about. Is generally things around the SDLC right now. Because the challenges in SDLC, you're in the way of anthropic and open AI. So hard to underwrite anything on what direction they'll take. And honestl…”
Mehra: India-US startup corridor will produce many more winners over next decade
“If we produced a handful of winners, I see no reason why we should have many, many more in the next 10 years, right? So the first part of the thinking is, hey this corridor is really going to prosper.”
Mehra: Many VCs passed on early Anthropic rounds over valuation fears
“I mean, a lot of people also passed Anthropic at Seed and Series A and Series B and Series C. For them, Anthropic was very expensive.”
Mehra: Most US platform engineering teams are actually based in India
“Most action platform engineering teams, even for us companies are probably sitting in India. So they are the ones who are dealing with a lot of this infrastructure.”
Krishna Mehra: Most investors passed on Innovaccer's early rounds
“InnoVacer, I remember clearly because I was involved. Most people passed them at like Seed and Series A. They were like, you guys are sitting out of India and going to build a healthcare company in the US.”
Mehra: Portkey Has Signed Customers Like DoorDash and Epic Games
“They got some of the most discerning customers on the planet, right? So, people like DoorDash, Epic Games, Albertsons, Community Bank of History PG&E.”
Elevation Capital interviewed 30 to 35 customers and competitors during Portkey diligence
“I think we must have talked to at least 30 to 35 customers of Portkey and their competitors to truly understand the space.”
Mehra: 30 to 35% of startups met build infrastructure
“If I meet a hundred companies in a month, I mean, I would say there's at least 30, 35.”
Mehra: Cohesity's largest customer accounted for $50M in annual revenue
“Our largest customer was a fifty million a year account.”
Mehra: Cohesity Still Lacked Full VMware Coverage Seven Years In
“Even like six or seven years into building the product, we had, for instance, not managed to cover all the use cases even for a VMware.”
Innovaccer reached nearly $1M ARR selling data to universities before pivoting
“When I had first met them, they were sitting in Noida and they were actually doing this you know, data packaging and data sales to universities and they had scaled to like,
You know almost a million ARR just doing that.”