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Sameer Dholakia

Partner, Bessemer Venture Partners · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

Sameer Dholakia is a Partner at Bessemer Venture Partners and a board member at PagerDuty. He previously served as the CEO of SendGrid.

8statements → 5claims → 3claims resolved → 100%fully supported → 3.75/5average certainty → 1.75/5average debate potential → 3said about them ↓

3 supported 0 partly supported 0 contradicted 2 not checkable as stated how the 5 claims stand · each chip opens the sources

1 prediction · 4 assertions · 1 opinion · 1 insight · 1 disclosure · every statement was checked. The prediction and assertions are the 5 claims: statements the public record can support or contradict. 3 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Sameer argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Dholakia: Dario Amodei Revealed Model Coding Abilities Were Emergent, Not Designed
“Dario said on that panel, That they discovered that the models could code. Like it wasn't a design requirement. It wasn't an intentional, the model. It had the capability. It figured out how to do it.”
Sameer Dholakia Oct 11, 2024 ▶ 13:40 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
100% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

Everything Sameer Dholakia said on the Official SaaStr Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Supported
Dholakia: Dario Amodei Revealed Model Coding Abilities Were Emergent, Not Designed
“Dario said on that panel, That they discovered that the models could code. Like it wasn't a design requirement. It wasn't an intentional, the model. It had the capability. It figured out how to do it.”
Sameer Dholakia Oct 11, 2024 ▶ 13:40 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
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
Assertion Supported
Dholakia: Accenture made $3 for every $1 of SAP software sold
“Accenture made three dollars for every dollar that SAP sold in software because there was so much to do around change management.”
Sameer Dholakia Oct 11, 2024 ▶ 24:58 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
Prediction Not checkable as stated
Dholakia: AI startups without moats face a race to zero pricing
“Defensibility and moats, so critical. If it, if you don't have it will be a bloodbath. You will be in a race to commoditization and pricing going to zero. It will be ugly.”
Sameer Dholakia Oct 11, 2024 ▶ 29:50 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
Assertion Not checkable as stated
Dholakia: B2B AI applications face severe churn challenges like consumer apps
“We see a lot of consumer apps on the AI side that have a lot of challenge with churn. Same is true for B to B”
Sameer Dholakia Oct 11, 2024 ▶ 30:16 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
Opinion
Dholakia: 2021 software IPO pipeline is most robust in 25 years
“I don't think I've ever seen in my time in this industry a pipeline as robust of IPO worthy companies”
Sameer Dholakia Oct 16, 2021 ▶ 3:54 Hyperscaling At Scale with PagerDuty's CEO, Jennifer Tejada | SaaStr Software Community
Insight
Dholakia: Compounding revenue creates far more enterprise value post-IPO than pre-IPO
“There's so much more value that gets created after the IPO. And it's, to Jen's point, it's always thought of as this end destination, this exit event, but gosh, once you start compounding revenue numbers North of a hundred million in ARR at 3040, 50% year ove…”
Sameer Dholakia Oct 16, 2021 ▶ 12:20 Hyperscaling At Scale with PagerDuty's CEO, Jennifer Tejada | SaaStr Software Community
Assertion Supported
Dholakia: Pledge 1% set aside $600M from 2021 IPO equity
“I think we're up to about six hundred million dollars have been created in value, set aside with the equity created from the IPOs of this year alone.”
Sameer Dholakia Oct 16, 2021 ▶ 28:52 Hyperscaling At Scale with PagerDuty's CEO, Jennifer Tejada | SaaStr Software Community

The other half of the tape: Sameer Dholakia's own voice is left out of every number here. Other people bring the name up 3 times in 2 episodes on the Official SaaStr Podcast. every mention, with the transcript →

Who brings them up most Byron Deeter 2Doug Song 1

Every mention by year

tap a year for its mentions
001121201820192020episodesmentions
011201820192020episodes it came up in
0010.521201820192020episodesmentions per episode
2020 1 mention in 1 episode
2018 2 mentions in 1 episode

Appearances (2)

EpisodeDateSpeaking time
State of the Cloud: The Cloud AI Era with Bessemer Venture Partners Oct 11, 2024 11m
Hyperscaling At Scale with PagerDuty's CEO, Jennifer Tejada | SaaStr Software Community Oct 16, 2021 7m
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