“And so I think this is just the power of the financial markets in the United States specifically, I think we can absorb it. I think we will. I think you'll see a number of other countries and investors from all over the world and mom and pop, you know, it's not going to be a smooth up and to the right, but it's a really great thing that I think these companies are going to finally come out and everyone's going to be able to participate.”
quote is from the automated transcript, cleaned for reading:
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More from Arun Mathew
Opinion
Mathew: AI mega-round funding is rational and AI potential is underestimated
“I actually think the market is totally rational on this. I think if anything, a lot of us have underestimated the potential of AI and the value creation that it offers.”
Arun MathewJul 6, 2026▶ 15:32Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
Disclosure
Mathew: Accel now regularly invests $500M to over $1B per company
“Our first growth fund was four hundred and eighty million when we first joined. It is not unusual for us to invest five hundred million dollars into a company, actually to invest over a billion dollars into a company.”
Arun MathewJul 6, 2026▶ 15:07Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
Insight
Mathew: AI models are the new distribution channel, favoring best developer UX
“In this era it's AI optimization. And so these products are now the distribution mechanism for all the downstream products and services that you can use. And they tend to prioritize the tools that have the best developer and user experience.”
Arun MathewJul 6, 2026▶ 30:35Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
Insight
Mathew: AI model releases create tailwinds for cybersecurity platforms like CrowdStrike
“When Mythos first came out, I think the stock market thought that Mythos was going to kill a bunch of our security companies. Just look at CrowdStrike's stock price over the last six weeks. It actually is such a tailwind behind a lot of these companies, especi…”
Arun MathewJul 6, 2026▶ 35:42Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
AssertionSupported
Mathew: Elon Musk is reserving 30% of the SpaceX IPO for retail
“And so Elon reserving 30% of the SpaceX IPO for retail investors, I think is a really great thing.”
Arun MathewJul 6, 2026▶ 49:14Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
AssertionNot checkable as stated
Mathew: Supabase is growing 350% at hundreds of millions in scale
“So we can take Supabase, for example, which is the backend database to a lot of agent workflows and agent applications. That's growing 350% at hundreds of million dollars of scale, and they have virtually no salespeople. It's all inbound.”
Arun MathewJul 6, 2026▶ 27:55Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
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