Mayfield Fund

also referred to as: mayfield

5 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Oct 3, 2025 by Navin Chaddha · said 9 times in 3 episodes since 2025 · across every show →

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brought up most by Molly O'Shea (6), Navin Chaddha (3)

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Everything said about Mayfield Fund, oldest first

Oct 3, 2025 bullish
Prediction Not checkable as stated
Chaddha: AI is a 100x era creating many $100B companies
“And in the AI era, overall, it's a hundred X opportunity. I've been lucky to be involved in the web era, the mobile, the cloud, the social, the not so good eras. And then the AI, I think those eras were a 10 X opportunity. This is a hundred X opportunity. So t…”
Navin Chaddha Oct 3, 2025 ▶ 3:10 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
Oct 3, 2025 bullish
Disclosure
Chaddha: Mayfield stealth startup scaled $0 to $3B in 14 months
“So I have a company which is in the optical interconnect space. If you have GPUs, You need to connect them, not on copper, but on optics. This company went, remains in stealth, it's 14 months old, from zero to three billion dollars, because the spend is massiv…”
Navin Chaddha Oct 3, 2025 ▶ 25:18 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
Oct 3, 2025 bullish
Prediction Not checkable as stated
Chaddha: AI teammates represent a $3T-$6T opportunity over 5-7 years
“And that market is a massive market because the spend On knowledge workers globally is 30 trillion, and AI will do 10 to 20% of the work of what humans do to offload them. That's a three to six trillion dollar opportunity over the next five to seven years”
Navin Chaddha Oct 3, 2025 ▶ 19:53 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
Oct 3, 2025
Assertion Supported
Chaddha: Early-stage AI valuations are dramatically higher than cloud era
“Clearly from where we were investing in the cloud era or the mobile era, valuations are dramatically up.”
Navin Chaddha Oct 3, 2025 ▶ 10:54 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
Oct 3, 2025 bullish
Prediction Not checkable as stated
Chaddha: AI value shifts from infrastructure to app layer in 10 years
“But today, value for the next three, four years is at the infrastructure layer. If I take 10 years out, this will be built. Value will go up the stack.”
Navin Chaddha Oct 3, 2025 ▶ 22:42 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
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