So, what are the hottest companies right now. Starting off the quarter, Serville took the top spot and just a day later, they announced a massive $75 million series B led by Sequoia at a valuation above a billion. For those that don't know, Serville builds agents for it and the small team already supports customers like Clay, Vicarda, and Mor.20VC portfolio company Peak AI jumps one spot for second place while Resolve AI rounds out the top three. The biggest rises on the list, Traversal and Dual Entry, risi ...

On the LP side, money is going to flow to where the highest returns and best risk reward are. So I think our fund sizes are a reflection of that. Our best performing fund in the history of the firm is actually a $1 billion fund.It's a large fund. In that fund, Data Bricks has returned 7x the fund so far. Coinbase has returned already DPI 5x of the fund.In that fund, we also had GitHub, Digital Ocean, Lyft, and many other things. So to me, you can kind of see it in the data in our returns already. It's about ...

When we make an investment, we should always be investing in strength of strengths as opposed to lack of weaknesses. This is a philosophy that comes from Ben. If you have spiking strengths in a founder and a company, it's okay if there are weaknesses or concerns.Often the mistake, you know, will manifest itself as the fear of theoretical competition, right. It's the old VC trope of, well, isn't Google going to do it or what happens if Facebook does this. And so if you overweight the fear of future theoretic ...

Our best performing fund in the history of the firm is actually a $1 billion fund. >> David George is a general partner at Andre and Horus where he leads the firm's growth investing. His team has backed some incredible defining companies of this era.He's now investing behind a new generation of AI startups. If you overweight the fear of future theoretical competition, you can always talk yourself out of making an investment. The number one way to measure a company is ultimately return on invested capital.On ...

David George is a General Partner at Andreessen Horowitz, where he leads the firm's Growth investing team. His team has backed many of the defining companies of this era, including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI, and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. ----------------------------------------------- Timestamps: 00:00 Intro 01:24 Why Everyone is Wrong: Mega Funds Does Not Reduce Returns 07:13 The Biggest Advantage of Staying Privat ...

We would be in a tough spot for a while if Enthropic went away because all our apps wouldn't work. That would suck. But if Chat GBD went away tomorrow, we'd be fine in a couple days.We'd lose a little memory. We'd have to rebuild it in Google. But we use Google every day.It would not be the end of the world. ...

time to value is value and so the way whiz works is very fast meaning you connect this to your environment and it's an enterprise security product so those things are expected to take months and months and months for deployments and things until you see value but in whiz literally you get value in like 15 minutes so I think the combination of having very short time to value being very easy to deploy and solving a very big problem at the right time like solving cloud security and we started at you know the b ...

What do you think makes you so good where you haven't lost a deal. >> It's funny cuz I never think of it in the sense of I'm so good that I've never lost a deal. I'm just very very afraid of failing and again I'm never complacent.So every deal I feel like my life depends on it. I remember a year and a half into Whiz, there was this one customer where I talked to them and I had the initial call with them and they already had a competing solution which is fine. Whiz came into an existing market.So most of the ...

Whenever you do an AI app, one of the non-negotiable disciplines before you do it is you should go and try and use the core models to do the same thing. And you should try and build a functional version of that as simply as as you can. And if you can get even vaguely close to it, you need to pause. ...

Every time that private market valuations came into contact with public market valuations, private market valuations were found wanting. And money is a great fruit serum. Don't tell me what you think, tell me what you do.It is possible to lose money on a great company. It is the spiciest show we've ever done. Jason Lanin, Roryo Driscoll, the biggest news in tech.Air Wallix at 8 billion or ramp at 32. Which would you rather own. Oh, Jason, bail me out here.>> I think it's VC condescending to tell the CEO how ...