Spotlight On

Sara and Vas debrief on Vas’s recent trip to India, how founders use geography to their advantage, and what tech can learn from LVMH  about taste. They also share some advice for founders on pitching their stories to investors. This Week’s Five TakeawaysWhere you build can shape how you win. On his recent visit to India, Vas noticed a verve for the messy work of systems integration and solutions engineering he hadn’t seen elsewhere. Different geographies impart strategic advantages, whether it’s talent with a knack for rolling up sleeves, a longtime connection to a particular industry, or simply a certain kind of ambition in the air.  Commodified code requires aspirational brands. As AI lowers barriers to production, there’s been a lot of chatter about taste (we love Sarah Guo’s essay on this). But taste is more than a buzzword; it’s a durable business advantage. (Just look at LVMH and Herman Miller.) Founders should study how luxury brands build worlds for which their products are the ticket to enter.Taste is more than your color scheme and logo. Aesthetic instincts are a start, but the most interesting companies right now are pairing those instincts with a nuanced, almost anthropological understanding of their customer. Taste applied is all about solving the right problems with thought and charm.The founding designer is having a moment. Taste as an ascendant differentiator means designers are taking more prominent roles, earlier. And whether you’re aiming upmarket or targeting the masses, this key early hire can ensure you’re delivering on your brand promise in a way that feels coherent and consistently delights your customers and users.5. It’s okay to talk about the messy parts of building a company. Don’t be afraid to show your work when discussing your project with an investor. That includes false starts, discarded ideas, and tests that didn’t go as planned. These stories often contain nuggets about how you think and work that are really what’s important to a potential partner.

Most of us think of space as a future possibility. The reality is that space is our present: everything from our maps apps, bank transactions, and national defense depends on operations currently floating in orbit around us. That strategic importance also makes space vulnerable. Enter True Anomaly: the defense startup is dedicated to protecting the United States and its allies’ activity in space. In this episode of Spotlight On, Accel’s Jonathan Turner sat down with True Anomaly Co-Founder and CEO Even Rogers to discuss his leap from uniformed service to life as a first-time founder and the fast-evolving landscape of space defense. Their conversation covers: Even’s path into the space tech industry, why designing for space means you have to “invent the universe”, setting and sticking to your goals, selecting the right team, and why True Anomaly has learned to view failure as a critical part of the process—and developed a standard for doing it well.

George Kurtz, Founder and CEO of CrowdStrike, shares his wealth of knowledge from over 30 years in cybersecurity. He discusses how AI has reshaped the threat landscape, making advanced attack techniques accessible to lower-tier actors. Kurtz reflects on the critical importance of robust infrastructure for scalable security and emphasizes lessons from F1 racing on teamwork and mental toughness in business. He also delves into the evolving strategies necessary to tackle today's complex cybersecurity challenges, driven by emerging AI technologies.

Guillermo Rauch, Founder and CEO of Vercel, shares his journey from a young computer enthusiast in Argentina to a trailblazer in web development. He discusses the simplicity of software distribution and how it shaped his vision for Vercel. Topics include Vercel's robust infrastructure that supports e-commerce during peak times, the creation of pivotal tools like Next.js, and the importance of rapid feedback in product development. Rauch emphasizes the role of innovative solutions in connecting lofty ideals with real-world needs, inspiring future tech entrepreneurs.

Patty McCord, author and former Chief Talent Officer at Netflix, and Jessica Neal, former Chief HR Officer and Venture Partner at TCV, dive deep into the evolution of Netflix's groundbreaking culture deck. They discuss its deliberate 'brutal' design, unique compensation strategies, and share what every founder can learn about culture-building. Their insights include navigating the complexities of employee terminations, the importance of effective DEI practices, and how true workplace fulfillment stems from meaningful work, not just perks.

Welcome to a Very Brief Short Report: (kinda) short listens on the biggest ideas in tech right now, from Accel’s Vas Natarajan and Sara Ittelson. This week, Sara and Vas try to make sense of the “chaotic change” happening as they share observations from Accel’s latest portfolio review. They discuss why teams that collaborate in-office are thriving, how data isn’t the moat it once was, and what it means when everyone’s vibecoding (Sara and Vas’s teen nephew included).This Week’s Five TakeawaysThe energy is snapping back to San Francisco. Tech talent dispersed across the US (and the world) during the pandemic. Lately, we’re seeing an uptick in teams collaborating five days a week, right here in SF.As switching costs ease, data becomes less of a moat. Portability is easier than ever. When platforms can quickly gather—and, more crucially, use LLMs to make sense of—enterprise data, businesses need to consider how else they can drive retention. The pain of migrating simply isn’t enough to get a contract renewed.A lot of talented people are founding right now. It’s an exciting time to build, with AI lowering barriers to entry and powering rapid scale. It’s also more competitive than ever. A slick demo and a world-class team are the default assumptions—you need to bring an additional edge, like a distribution advantage or a discerning sense of taste.Build vs. buy is coming to consumers. Enterprises with massive developer teams have always had the option to simply build custom solutions. Vibecoding gives end-users this option, too.Creativity is in a moment of “IKEA-fication.” AI means everyone’s a medium-level creator. But there’s real hunger for products and experiences that feel deeply human. Make something that feeds people’s craving for connection and authenticity, and you can command a premium price point.

In this conversation, Eoin Hinchy, Founder and CEO of Tines, shares his journey from security roles at companies like DocuSign and eBay to creating an automation platform that revolutionizes workflows. He discusses the power of teamwork, refusing conventional Silicon Valley norms, and the lessons learned by breaking away from the traditional startup playbook. Eoin reveals how Tines, born in Dublin, tailors its technology to meet diverse industry needs while ensuring customer satisfaction drives growth and innovation.

In this conversation, Paul Copplestone, CEO and co-founder of Supabase, shares insights from his journey in tech and entrepreneurship. He discusses the unique approach of building on Postgres for data portability and the importance of global hiring. Paul explains the difference between ‘playing startup’ and having a solid strategy. He also dives into navigating remote team dynamics and balancing community feedback with business goals. Plus, discover how luck played a role in Supabase's success during the AI boom!

While we take a quick mid-season break, we're re-sharing some of our favorite episodes from previous seasons. This week, we're revisiting our conversation with Transcend President Kate Parker. Recent developments in artificial intelligence have sparked an outcry for control over personal data. While regulators, politicians, and the business community have been thinking about how to improve data privacy, there is still much more work to do. Kate Parker, Transcend’s President, will discuss the progress in data governance, how companies can adopt and build secure AI servicese, and why it is critical to give power back to the user.Questions around data and privacy will only become more important and complex as AI evolves. Since 2017, Transcend’s privacy platform has been used by major enterprises like Robinhood and Patreon to answer questions about their data: What data do we have? Where is it going? Who has access to it? With user demand for control rising, it isn’t just about ticking a compliance box—it’s the key to a company’s survival in the future.Efforts in Europe, such as GDPR and the AI Act, along with California’s CCPA, represent tangible steps toward putting guardrails in place. On this episode of Spotlight On: AI, Kate Parker, and Vas Natarajan will discuss the latest in data governance, and share how to enhance your company’s privacy posture to keep user data safe in our AI-driven world. “Personal data within most companies goes off like a confetti gun. It gets into every SaaS system, every data warehouse. You have to pull the confetti back together and hand it back to the user. ” – Kate Parker

While we take a quick mid-season break, we're re-sharing some of our favorite episodes from previous seasons. In honor of RSA later this month, we wanted to revisit some of the conversations we've had with cybersecurity leaders, starting with CrowdStrike's George Kurtz. Since its inception in 2011, CrowdStrike has had a profound impact on the security landscape. Yet, despite their wildly successful 2019 IPO, there is no finish line for CEO and Co-Founder George Kurtz. With each passing year, the company grows larger, the market opportunities expand, and the need to prevent breaches becomes even more critical. In this episode of Spotlight On, George and Accel’s Sameer Gandhi reflect on how their shared vision for a full suite of security solutions on a single platform, which kickstarted the partnership in 2013, has become a reality. As CrowdStrike approaches the 5th anniversary of its IPO, boasting a market cap of $72 billion, George reflects on the company’s enduring success. He shares his learnings as a second-time founder, detailing how he structures his investors and his board, and how his unwavering focus on solving the hard problems first continues to guide the company today.