Redpoint Ventures
also referred to as: redpoint
18 statements across 4 episodes · 7 bullish · 1 bearish · 4 people on the record · first statement Jun 2, 2017 by Tomasz Tunguz · said 12 times in 4 episodes since 2017 · across every show →
Mentions by year
brought up most by Tomasz Tunguz (5), Jacob Effron (4), Jason Lemkin (1), David Apple (1), Colin Zima (1)
tap a year for its mentions
2025 4 mentions in 1 episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode
2017 6 mentions in 1 episode
Everything said about Redpoint Ventures, oldest first
Jun 2, 2017
Jun 2, 2017
Jun 2, 2017 neutral
Tunguz: Google, Microsoft, and Amazon will dominate foundational AI APIs
“Google, Microsoft, Amazon, they will be releasing the APIs that lots of companies will be building on, competing with them. You may want to compete with them, but we will likely not invest in that because it's a very challenging go to market strategy.”
Jun 2, 2017
Tunguz: AI interfaces must set user expectations deliberately low to build trust
“What it really comes down to in order to get people comfortable with UI, particularly interactive UI, is being able to set the expectation of the user appropriately, and then and that means much lower than you think it typically ought to be. And then the secon…”
Jun 2, 2017 bullish
Tunguz: AI will transform vertical SaaS at cloud computing scale
“The big theme about machine learning is, it's going to change the world of SAS because all of a sudden, it's not just, The machine learning innovations will happen in the core categories that we've seen in the past. Those horizontal companies selling to custom…”
May 9, 2023 positive
Zima: Omni raised from former Looker board members at First Round and Redpoint
“We have 20 folks on the dot. It's 16 in product and engineering, so very heavy on the build side. And that was intentional because we were fortunate to be able to raise a good amount of capital actually from two former Looker board members at a pair of VC firm…”
Jul 5, 2024 bullish
Aug 13, 2025 neutral
Aug 13, 2025 neutral
Aug 13, 2025 bullish
Redpoint Ignores Current AI Gross Margins Because Model Costs Drop Over Time
“As we think about things, we're super focused on what's the end use case, and how powerful is that with AI, and a lot less focused on what are the gross margins affected today because these models just get cheaper and cheaper over time.”
Aug 13, 2025 neutral
AI Application Differentiation Mirrors Traditional SaaS Moats Like UX and Latency
“A lot of what differentiates these products is really the thousand little things that make one product delightful to use over another, so it's the UX that's way easier to use, it's latency that's way faster, so every time you're doing a review it comes back qu…”
Aug 13, 2025 neutral
Aug 13, 2025 bullish
Shipping Velocity Is the Most Important Factor for AI Startups
“Velocity is probably the most important thing we look for. The market just changes so fast, and it's both a race to build the sheer breadth of all the different things these models can do for end industries, but then also a race to, hey, a new model or new cap…”
Aug 13, 2025 bullish
Aug 13, 2025
Only Two to Three Startups Break Out in Every Enterprise AI Category
“A common trend is that in, in any category we look at, there's really two to three of them that, that ride to the top, and they're providing a better user experience, they're scaling faster, and I think the reason is there's not a ton of tooling that exists fo…”
Aug 13, 2025 bearish
AI Replacing Outsourced Business Processes Faces a Pricing Race to Bottom
“Some of the easiest things to sell AI products to today or automate are things that maybe have already been outsourced that business process organizations are doing already. And the interesting thing about that is they might actually have a real race to the bo…”
Aug 13, 2025 neutral
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.”