The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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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.”
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”
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.”
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.”
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”
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”
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…”