gen one dot O companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 18, 2025 by Somesh Dash · across every show →

Everything said about gen one dot O companies, oldest first

Nov 18, 2025 bearish

Prediction Not checkable as stated

Dash: Most Gen 1.0 AI startups will not reach $10B valuations

“I am pretty convinced that a lot of the gen one dot O companies won't get there. They won't become the ten billion dollar plus outcomes.”

Somesh Dash Nov 18, 2025 ▶ 54:49 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox

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gen one dot O companies

Everything said about gen one dot O companies, oldest first

Turn any episode into a week of clips.