T

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@MattEvantic @RogoAI *financial, pls fix thx

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@JasonrShuman Incredible glazing

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@gokulr How many tasks within an enterprise can afford to wait days for completion?

Additionally, you can’t replace the integrations and system context that the vertical players have

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@jasonlk Could this be more of a function of the market having PTSD from the travel sector and less about their financial profile?

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@PeterJ_Walker @freeagentglobal Interesting, so the difference is even more stark than this

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@katieruthmishra @OpenAI @VCBrags

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@JoshuaKushner Babe, wake up! New circular deal just dropped

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@bfl_ml Did Anjney launch a fund?

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@fl4shtr4de @xuanli_sf @rohitdotmittal That’s the point. X% of a (likely) small number

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@rajan_bajaj @AndrewYNg What do you mean? AI Apps are receiving a ton of attention from VCs

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@xuanli_sf @rohitdotmittal At 15% growth and $2mm ARR, business is probably not worth much more than the capital they raised

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@endowment_eddie @rohitdotmittal Eddie is right. Forge is not a “buy forgotten unicorns” strategy

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@yrechtman What’s a typical SF/NY Series A now?

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@JesseTinsley @MainStreet $100mm ARR is absolutely not too small for PE. Lots of sponsors play in the $500mm to $1bn TEV market. Typically their goal is to boost margins and sell to strategics or large cap sponsors who focus on >$1bn TEV

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@oyhsu Thrive is in the last bucket, who else?

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@gravitate007 @MichaelJoh82712 @stevenfiorillo Didn’t Satya say their 8 year old GPUs are still 100% utilized?

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@nikhilvnamburi Agree with you on #1 but on #2 often the early check is the Trojan horse that allows you to deploy more capital at the growth stage (which, as you correctly pointed out, generates the majority of absolute $ return)

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@nikhilvnamburi Hmm…. I think you’re conflating opportunity set with good company picking. To your point, it’s difficult to know which of your early-stage bets will reach growth stage. That doesn’t mean your opportunity set is constrained, it just means your hit rate is lower

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@nikhilvnamburi Isn’t the opportunity set bigger given there are more potential investable companies at the early stage?