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Running Linkloud, one biggest SaaS community for global Chinese founders, find me here: galenleo@sina.com
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@galenleo
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
Finding Profitable Companies: The Key to Investment Attractiveness
AI Key Takeaways
- 20,000 people applied for funding from the firm after all in started
- Stone Algo is a bootstrap company with half a million dollars in revenue from sweat equity
- The company is essentially a kayak for diamonds
- Investors are currently highly attracted to profitable companies with small amounts of revenue
@galenleo
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
Navigating VC Funding: Eligibility and Realistic Guidance for Startups
AI Key Takeaways
- Companies need to be either profitable or capable of producing metrics that will attract VC funding.
- Year over year growth is crucial, with 100% growth being the starting point for VC eligibility.
- Slower growing companies should consider adopting a PE funded private equity model.
- Cutting burn and becoming cash-positive can give companies more control over their own destiny.
- Guidelines for VC eligibility include criteria such as growth rate, gross margins, net dollar attention, cact payback, and burn multiple.
- Many startups in the current startup world are facing difficult circumstances and are in the danger zone.
@galenleo
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
The Future of AI and Its Impact on Computational Biology
AI Key Takeaways
- Big companies are making high-quality and useful AI models free, which will benefit startups.
- Computational biology presents opportunities for AI models to make advancements in understanding protein folding and developing cures for diseases.
@galenleo
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
The challenges of software as a service businesses
AI Key Takeaways
- The cycle time for a SaaS business to build a feature set and achieve product market fit is very short.
- Competitors can quickly create and offer similar products, cannibalizing the revenue of SaaS businesses.
- SaaS businesses struggle to keep up with feature development and continually need to invest significant amounts of cash.
- Most SaaS businesses do not generate free cash flow.
- SaaS businesses have high gross margins once they achieve dominance in their market.
- There are various ways for software businesses to establish an advantage, such as creating a platform or having a large sales and marketing operation.
- Some software businesses are profitable, although not all.
- Software businesses are considered to be some of the best businesses.
@galenleo
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
The Economic Viability of Businesses Enabled by Machine Learning APIs
AI Key Takeaways
- Four of the seven companies at Sequoia would not have been possible without machine learning APIs.
- Many companies are trialing multiple language models before choosing one, not always picking open AI.
- Businesses that were previously not economically viable are now possible due to available technology.
- Recorded Zoom meetings can be analyzed to gain insights that were previously too costly to transcribe and analyze.
- Investors are looking for businesses that have become economically viable due to new technology.
- There are many interesting startups that meet this criteria.
@galenleo
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
Breaking news: Emergence offers $50M term sheet for MosaicML before Databricks
AI Key Takeaways
- AI infrastructure for enterprises is currently the hottest space in venture land
- Mosaic ML had a term sheet from Emergence to raise $50 million at a $400 million valuation
- The valuation was around 30 to 35 times ARR, which is reasonable for a fast growing company
- The company's ARR was estimated to be around $10 million
- Despite the deal being considered crazy by some, there was a previous offer at a $700 million valuation
@galenleo
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
The $20 Trillion Question and the Race to Intimacy in the Next Era of Web Search
AI Key Takeaways
- Google is working on something mind-blowing in AI, but it may come at the expense of search
- The $20 trillion question is how does the web get re-architected in the age of AI?
- There is increasing confidence that web search will be disrupted and all the dollars will be redistributed
- The new way to interact with customers is not optimizing a webpage, it's building a conversational UI
@galenleo
What happens to Observability If Code is AI-Generated? The Potential for AI in DevOps, with Datadog Co-founder/CEO Olivier Pomel
New Opportunities for Data Analysis with Large Language Models
AI Key Takeaways
- LLMs provide access to previously off-limits data for numerical information contextualization
- LLMs act as calculators of language to combine metadata from multiple sources
- Correctness remains a challenge when using LLMs
- Combining stack trace with program state results in precise error detection using LLMs
- Combining LLMs with traditional numerical models can bring valuable insights to users
@galenleo
Bessemer Venture Partners - Building a VC Firm that Lasts Centuries - [Invest Like the Best, EP.327]
How Devin D Invests in Vertical Software
AI Key Takeaways
- Investing in vertical software can lead to building industry-defining companies
- Contrarian point of view and insights are often exploited to drive roadmap activity
- Sharing ideas and feedback among partners can lead to significant revenue growth and productivity
@galenleo
Competing with giants: An inside look at how The Browser Company builds product | Josh Miller (CEO)
Describing Arc and Tracking Growth with D5D7 Metric
AI Key Takeaways
- Arc is a replacement for default web browser
- D5D7 is the key growth metric that Arc uses to measure retention, engagement, and growth
- Tracking five days a week makes it clear that users are actively engaged with Arc
@galenleo
20VC: Why the AI Bubble Will Be Bigger Than The Dot Com Bubble, Why AI Will Have a Bigger Impact Than COVID, Why No Models Used Today Will Be Used in a Year, Why All Models are Biased and How AI Kills Traditional Media with Emad Mostaque, Founder & CEO @
The Value of Innovation and Moats in the Tech Industry
AI Key Takeaways
- Focus on creating something valuable to help people, not just the technology
- Incumbents may have an advantage due to distribution, but startups can still succeed
- Value and moats are not necessarily innovation first
- Infrastructure layer has fewer companies but higher average enterprise value
- Predictions of only five or six foundation model companies in the world in the next few years
@galenleo
20VC: Why the AI Bubble Will Be Bigger Than The Dot Com Bubble, Why AI Will Have a Bigger Impact Than COVID, Why No Models Used Today Will Be Used in a Year, Why All Models are Biased and How AI Kills Traditional Media with Emad Mostaque, Founder & CEO @
The Rise of AI-First Publishers
AI Key Takeaways
- AI first publishers combining artificial intelligence with human input will become prevalent in the media industry
- These publishers will use a feedback loop to train their AI models
- Localization of news through AI first publishers will provide the right news at the right time
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