Last Uncapped episode of the year, feeling really grateful for what a fun project this has turned out to be.
Closing out the year with one of my best friends @saammotamedi. Although I don't like to admit it to him, he's a remarkable investor and person.
Greylock has been producing amazing returns for sixty years and I tried to stay serious for long enough stretches of time during this episode to hear some of Saam's insights about how it works. Hope you enjoy.
(0:00) Intro
(1:32) Greylock turning 60 this year
(4:11) What’s persisted since 1965
(8:59) Apprenticeship
(11:34) What's durable in venture
(16:29) Greylock’s ethos
(19:33) Incentive misalignments
(24:44) Breadth vs depth in venture
(29:28) Managing the team on inputs
(34:00) Why incubations are so hard
(43:22) Finding alpha
(52:38) Greylock’s approach to portfolio services
(59:18) Assessing wild revenue ramps
(1:08:10) Horizontal vs vertical SaaS
(1:11:34) Friendships and work
(1:16:26) Saam's biological age 😂
AI security is one of the keys to unlock the full potential of AI in the enterprise. Today Cato is acquiring Aim Security and bringing AI security to their SASE Cloud!
@idobn and @R4ZN1V are two of the highest velocity founders I know and have built the leader in web3 security with companies like MetaMask and OpenSea. Congrats on the launch - excited to see @blockaid_ continue to stop web3 fraud and secure transactions.
Introducing Blockaid, a leader in web3 cybersecurity that provides security tools to web3 builders that protect users from scams, phishing, and hacks.
https://t.co/VydtVjZA2j
Fun to cover the 2021 cloud funding environment and look ahead to the next set of startup challengers with @jerrychen.
If you're building in the cloud ecosystem and competing with the now 611 services from #AWS, #Azure, and #GCP would love to brainstorm!
#Cloud#cybersecurity
VC Funding 🏰 ☁️ Greylock’s Castles in the Cloud project maps multiple data points of the cloud computing ecosystem and plots new opportunities for success. We’ve compiled & analyzed data from 2021 and Q1 2022 and here’s what we found: