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These are venturecapital fever dream numbers. In the AI coding space, we’re seeing growth rates that would make even the most aggressive VCs blush: Cursor (Anysphere) : $500M ARR at $9.9B funding from Creandum Windsurf : $40M ARR, seemingly acquired by OpenAI for $3B These aren’t typical B2B metrics.
A deep dive with three leading AI investors who collectively manage billions in venturecapital and have backed some of the most innovative companies in artificial intelligence. She brings over two decades of experience in technology venturecapital and has been recognized as one of the Top 100 Most Influential Women in Business.
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Why it’s hard to build a two-sided marketplace [13:38]. And the ones that aren’t are generally, kind of related industries, IT services and those sorts of things. And the other thing I learned is it’s very, very hard to build a two-sided marketplace, Sam. Show Introduction [00:10].
Then also went into venturecapital where I invested in API first products. So it’s API first, even for our own services that are being consumed in new products that we are building. For some context as well, I actually worked with Niall when I was at Box back in the day as a founding member of the platform team there.
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Both are design partners at GV (launched as Google Ventures in 2009 as the venturecapital arm of Alphabet, Inc.), Kate: At Facebook, we started this new form of front-end engineering and design called UI engineering. They had to make their own. where they help a robust portfolio of startups find their way.
So there’s a lot of kind of, I don’t know, dogma in venturecapital. We started a company with engineers and a few sales people and for a long time that’s the only two major roles we have in the company. We had a marketplace payer solution. It’s very inspiring for me.
Magazines, newspapers, life insurance, phones, security services, and a long list of products and services have been sold for decades using the subscription model. The difference now is how important and meaningful the subscription model has become to the national economic engine. What has changed?
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It is a sign of development, showing that the business has effectively transitioned from an R&D organization dependent on venturecapital to an autonomous, long-lasting enterprise. . But as more business companies choose the SaaS (Software as a Service) path, now is a fantastic time to enter this industry. .
I’ve been in software since the ’90s and for over 20 years, nearly that entire time, we’ve been talking about digital transformation, developing strategies, architecting new technologies, and moving beyond digitization to rethinking our businesses, our products, and our services in a way that’s optimized for a digital world.
Hi there, we’re Point Nine Capital a VC firm focused on SaaS and marketplaces. Almost every step requires paperwork and postal service, many entail physical presence. The tokenization of traditional financial instruments such as stock, bonds, loans, private equity and venturecapital investments will become increasingly common.
In our conversation, Michael shares the strategies that have been most impactful for growing their word of mouth, the attribution model that’s the engine for their marketing strategy and Brex’s long-term plans to disrupt the credit card industry, vertical by vertical. billion dollars. Short on time? There’s tons of affinity around that.
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