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AI companies

5 statements across 5 episodes · 3 bullish · 0 bearish · 5 people on the record · first statement Oct 11, 2024 by Sameer Dholakia · across every show →

Everything said about AI companies, oldest first

Oct 11, 2024 bullish
Disclosure
Dholakia: Bessemer Dedicates $1B of $4B Dry Powder to AI
“We've dedicated a billion dollars of our four billion in dry powder to go invest in AI companies”
Sameer Dholakia Oct 11, 2024 ▶ 2:24 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
Jan 31, 2025 bullish
Prediction Not checkable as stated
Tunguz predicts AI startup margins and multiples will match classic SaaS
“Before they used to have Challenging gross margins. And now they'll probably look the same as SaaS companies, which means you have pretty significant multiple and valuation expansion.”
Tomasz Tunguz Jan 31, 2025 ▶ 12:46 The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
Aug 13, 2025 neutral
Assertion Not checkable as stated
Redpoint Data: AI Startups Raise Larger Later-Stage Rounds at Higher Valuations
“We looked at data of all the kind of series B and C companies we'd looked at that were non AI and then AI. And as you can see, the AI companies, they're raising larger rounds. They're raising those rounds at higher prices.”
Jacob Effron Aug 13, 2025 ▶ 7:45 Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI with Jacob Effron
Sep 5, 2025 positive
Insight
Yurtseven: High AI Demand Enables Much Leaner Sales Teams
“Seems like there's so much demand for AI that people don't need these massive sales teams and they can get things done with much leaner, leaner teams.”
Gorkem Yurtseven Sep 5, 2025 ▶ 5:29 Anthropic, Cursor, FaL & Bessemer Venture Partners: The Realities of Scaling AI
Jan 2, 2026 neutral
Assertion Not checkable as stated
Lemkin: 65% of Winning AI Companies Are Under Three Years Old
“Because the new AI companies are growing so quickly, the winners are getting younger. The winners are getting younger. 65% are zero to three years old.”
Jason Lemkin Jan 2, 2026 ▶ 20:07 AI + B2B in 2026: Find the Tailwinds or Get Left Behind | Jason Lemkin
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