Andreessen Horowitz

“It's a huge signaling problem. Of course, if Sequoia or Accelerant recent or Lightspeed has two years of data and they don't preempt the A, of course it's a problem. Of course it's a bad signal.”

“Here this data set comes from Andreessen Horowitz, and you can see the typical numbers that they can see here in their portfolio for different revenue bands, and as you can see, the median for them in the zero to ten million ARR range is 1.6”

“And if you look at the top quartile at the peak, so the top 25% of SaaS and cloud companies in the public markets, they're trading at 24 times revenue. Over the last, ah, nine or 10 months, that has now dropped to eight times. That is one-third of what they us…”

“I made a special deal with Andreessen Horowitz where they would invest a million dollars in the kind of pre-seed, but I wouldn't have to drop out.”

“Andreessen have hundreds. They're actually very deep across every segment of hiring, across every segment of B to B customer acquisition. They are a machine. Insight is the same. We have Insight who've done our companies, and it is a machine that they roll in.…”

“What we are seeing is a lot of companies who are building AI first SaaS applications start to narrow down either on a use case or a market versus being more horizontal.”

“If you're launching an AI product, a standalone product, or it's not just like the feature top up saying summarization or autocomplete, but it's really a standalone product. You really do need that like founder level engagement and drive to push the product fo…”

“Making your life easier and getting most of the benefits of AI by staying on the main branch is where we are right now. And so that's like what we're seeing resonating with more of our companies.”

“And A-sixteen Z, they have a lot of those kind of go to market motions where they'll set up basically a forum for you to present to large enterprises. I know not everybody has maybe a VC backer, but those programs are incredibly valuable. Sometimes people like…”

“At the end of last year, just all of a sudden the number of mobile apps like quintupled at the end of last year because of vibe coding, and it's just starting.”