图片来源： a16z 本次访谈于 2025 年 11 月 11 日播出。 Grant Lee 是 AI 演示文稿平台 Gamma 联合创始人兼 CEO 。曾任职于 Optimizely ，拥有金融与咨询背景。他带领 Gamma 在短短几年内突破 1 亿 美元 ARR 和近 1 亿用户，成功重塑了视觉叙事体验，是 SaaS 领域极具洞察力的产品领袖。本次访谈由 a16z 团队发起，对 话 Gamma 创始人 Grant Lee 。双方在 Gamma 3.0 发布之际，深度探讨了从 0 到 1 亿用户的增长策略、产品演变逻辑及 AI 时代的企业建设心法。 Z Highlights 从冷场开始的独角兽之旅 Sarah Wang: 感谢你的到来， Grant 。你是目前最成功的 AI 应用之一的联合创始人兼领导者。你们已经突破了 1 亿美元的 ARR 。你们正在接近 1 亿用 户。我们要聊聊你们最近所有的产品发布、向企业级市场的扩张，或许还要退一步，聊聊建立 Gamma 这家公司本身的过程。也许我们就以此为切入点， 把时间倒回到五年前，也就是 2020 年你和你的联合创始人创办 Gamma 的时候。自那以后显然发生了 ...

Core Insights - Gamma, a visual storytelling AI platform, has completed a $68 million Series B funding round, achieving a valuation of $2.1 billion. The funding will accelerate product development and expand the team to meet growing demand [2] - The funding round was led by Andreessen Horowitz, with participation from Accel and Uncork Capital. Gamma's annual recurring revenue (ARR) has surpassed $100 million [2] - The funding includes a secondary offering to provide liquidity for early employees, reflecting the founders' philosophy of sharing success with all contributors [2] Company Overview - Gamma started as an AI-based alternative to PowerPoint and has evolved into a comprehensive visual storytelling platform, enabling teams to create presentations, websites, and interactive documents in minutes [2] - The latest release, Gamma 3.0, features an AI design agent that helps users transform rough ideas, documents, or links into fully designed presentations quickly [2] - The platform's AI-native interface, smart layouts, and collaborative workspace make it a preferred tool for teams, educators, and businesses to communicate ideas more effectively [2] Market Position - Industry professionals report that they have eliminated PowerPoint in favor of Gamma, producing over 50 brand-consistent presentations and hundreds of internal documents daily, saving at least 50,000 hours annually [3] - Gamma addresses a common issue where everyone has ideas worth sharing, but not everyone has the time or design skills to present them engagingly [3] - The company has achieved profitability for two consecutive years, with a loyal customer base of 70 million users, despite the challenges faced by many enterprise AI companies regarding high valuations and sluggish revenue growth [3] User Engagement - Users have created over 400 million presentations, websites, and other resources on Gamma, generating more than 1 million pieces of content daily [3] - Andreessen Horowitz has utilized Gamma for various internal communications, highlighting its transformative impact on communication methods [4]