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FirstMark Capital

also referred to as: firstmark

includes FirstMark CTO Guild

15 statements across 5 episodes · 7 bullish · 2 bearish · 4 people on the record · first statement Mar 23, 2023 by Matt Turck · said 94 times in 72 episodes since 2013 · across every show →

Mentions by year, the whole family

brought up most by Matt Turck (63), Anant Bhardwaj (3), Tomasz Tunguz (2), Spencer Kimball (2), Solmaz Shahalizadeh (2), Mike Freedman (2), Zach Weinberg (1), Synthesia AI Avatar (1)

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001.3102.52020132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 10 mentions in 10 episodes 1 per episode
2025 12 mentions in 10 episodes 1 per episode
2024 27 mentions in 17 episodes 2 per episode
2023 7 mentions in 6 episodes 1 per episode
2022 4 mentions in 4 episodes 1 per episode
2021 4 mentions in 3 episodes 1 per episode
2020 3 mentions in 2 episodes 2 per episode
2019 7 mentions in 3 episodes 2 per episode
2018 3 mentions in 3 episodes 1 per episode
2016 2 mentions in 2 episodes 1 per episode
2015 6 mentions in 5 episodes 1 per episode
2014 5 mentions in 3 episodes 2 per episode
2013 4 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about FirstMark Capital, oldest first

Mar 23, 2023 neutral
Assertion Supported
Turck: The 2023 MAD Landscape features 1,416 companies
“A lot more company, 1416.”
Matt Turck Mar 23, 2023 ▶ 1:21 The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape
Mar 23, 2023 neutral
Assertion Supported
Turck: The initial 2012 Big Data Landscape included 139 companies
“And this was the first version back in 2012, a 139 companies, which felt like a lot of companies at the time.”
Matt Turck Mar 23, 2023 ▶ 1:07 The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape
Mar 23, 2023 neutral
Prediction Not checkable as stated
Turck: Data startup M&A will mostly be private-on-private mergers
“That's going to be, in my opinion, some tokens is going to be a lot of like private on private kind of like merger to create You know, companies with a broader offering.”
Matt Turck Mar 23, 2023 ▶ 5:57 The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape
Mar 6, 2024 positive
Assertion Supported
Emi Gal: Ezra raised $21M Series B co-led by FirstMark and Healthier Capital
“We announced last week that we raised twenty-one million co-led by Rick at FirstMark and Amir Dan Rubin from Healthier Capital.”
Emi Gal Mar 6, 2024 ▶ 2:04 AI is now revolutionizing early cancer detection | Emi Gal, CEO of Ezra
Apr 26, 2024 bullish
Assertion Not checkable as stated
Turck says multiple $200M-$600M revenue software companies are waiting to IPO
“There's a whole range of companies that are somewhere between, call it, two hundred million NRR and five or six hundred million NRR that have been sitting on the sidelines waiting to go public.”
Matt Turck Apr 26, 2024 ▶ 7:18 Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
Apr 26, 2024 positive
Disclosure
FirstMark favors AI application founders with direct model-level technical skills
“We certainly gravitate towards companies where founders can do both, but certainly have the technical chops for going directly into the model and doing, you know, fine tuning rag, customizing with the data, like all sorts of different things one can do at the …”
Matt Turck Apr 26, 2024 ▶ 42:12 Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
Nov 8, 2024 positive
Disclosure
Customer service AI startup Ada shifted pricing to per-resolution billing
“And we saw, saw that in our portfolio with Ada, which is one of the leaders in AI chatbots for customer service, where, you know, not that long ago, they would sell on a per seat basis, and, you know, occasionally, you know, per conversation basis, sort of sel…”
Matt Turck Nov 8, 2024 ▶ 1:05:09 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 neutral
Assertion Supported
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.”
Aman Kabeer Nov 8, 2024 ▶ 11:11 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 bearish
Prediction Not checkable as stated
Billions will likely be incinerated in the AI boom
“It's possible, perhaps likely, that this is going to be the same thing here, that the same thing is going to happen here, where, like, another few billion dollars are going to be incinerated in, in this moment.”
Matt Turck Nov 8, 2024 ▶ 31:02 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 bearish
Assertion Not checkable as stated
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.”
Aman Kabeer Nov 8, 2024 ▶ 12:16 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 neutral
What-if
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.”
Aman Kabeer Nov 8, 2024 ▶ 31:33 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Jul 3, 2025 bullish
Insight
Walsher: Tech buyers value Cursor's opinion over $80B legacy software incumbents
“Most people will care, at least in our world, What the smartest buyer at Cursor thought about a given tool than what the smartest person at the, you know, eighty billion software business that IPO'd in, in 2012 might think.”
David Walsher Jul 3, 2025 ▶ 45:25 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Jul 3, 2025 positive
Insight
Turck: AI-native startups hold more buyer credibility than larger incumbents
“You can be a one-year-old or two-year-old company and actually be a lot more credible than a five, seven, ten-year-old company, which may be 10 X, hundred X your size, but because you're part of that you know, platform shift and you're like AI native, people t…”
Matt Turck Jul 3, 2025 ▶ 44:33 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Jul 3, 2025 positive
Assertion Not checkable as stated
FirstMark survey: 82% of developers use AI to write code
“We've seen a 30 to 50% faster throughput. We've seen a 12% increase in PR merges. This is a really important compounding stat here on the bottom left, which is a 17% increase in the amount of time folks are spending on roadmap versus maintenance and keeping th…”
David Walsher Jul 3, 2025 ▶ 11:37 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Jul 3, 2025
Insight
Walsher: Direct marketing and distribution are now the primary startup moats
“In many ways it feels like we are at risk of being like a copycat world where you see some success online and then you go copy it the next day, but it feels like marketing and distribution and the ability to communicate directly one-to-one with your audience h…”
David Walsher Jul 3, 2025 ▶ 44:05 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
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