Base10 Partners

also referred to as: base10

5 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Sep 14, 2022 by Laura Weidman Powers · said 13 times in 2 episodes since 2022 · across every show →

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brought up most by Laura Weidman Powers (5), TJ Nahigian (3), Lucy Fonseca (3), Iman Abuzaid (2)

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Everything said about Base10 Partners, oldest first

Sep 14, 2022
Disclosure
Powers: Base10 donates half of growth fund returns to HBCU scholarships
“As part of the Advancement Initiative, which is our growth stage fund, where we invest in top tech companies and then we, as a firm, donate half of our returns to create scholarships at historically black colleges and universities”
Laura Weidman Powers Sep 14, 2022 ▶ 5:03 Live from Saastr Annual: Lunch with Notion, Motive, & Incredible Health
Mar 1, 2024 positive
Insight
Fonseca: Only distribution, data, and workflows create GenAI moats
“But now TJ and I are pretty sure that only three things matter, and it's whether you can distribute, so it's distribution, it's your data, and it's the workflows. Only these three things matter.”
Lucy Fonseca Mar 1, 2024 ▶ 19:57 6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
Mar 1, 2024 bullish
Prediction Not checkable as stated
Fonseca: Incumbents will capture most early GenAI value
“A lot of the value, not all, but a lot of the value in this early platform shift is going to be captured with income by the incumbents. And naturally it's because they already have huge advantages on distribution data and workflows over their upstart competito…”
Lucy Fonseca Mar 1, 2024 ▶ 20:16 6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
Mar 1, 2024 positive
Insight
Fonseca: Top generative AI startups sell value propositions, not AI buzzwords
“Some of the most interesting generative AI companies that I've met don't even talk about generative AI. They don't even mention it, but it's powering everything in the background, and what they're selling is just a value prop.”
Lucy Fonseca Mar 1, 2024 ▶ 30:33 6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
Mar 1, 2024 bullish
Prediction Not checkable as stated
Fonseca: Notion AI will likely reach $100M+ ARR in the near term
“And they've been able to price that in such a way that our guess is it'll probably be a hundred million Plus AR business in the near term for them, and they're charging essentially an upsell of seven to 10 dollars to be able to turn on Notion AI.”
Lucy Fonseca Mar 1, 2024 ▶ 22:47 6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
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