Ev Randle

Mentioned in 1 episode

"When you think about like Claude Code or like how Cursor improved its models very quickly..."

Mentioned in 1 episode

"When you look at Stripe, Stripe didn't get big because they worked with old economy companies. They got big because they worked with DoorDash and Shopify and Instacart."

Mentioned in 1 episode

"When you think about like Claude Code or like how Cursor improved its models very quickly or even ChatGPT when they started getting feedback from users, all of these were in a digital realm where there was an API."

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"ClickHouse in our portfolio continues to accelerate like crazy."

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"You had like backend as a service and databases, Supabase took off. ClickHouse in our portfolio continues to accelerate like crazy."

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"Deployment hosts, so like Vercel, Railway, Cloudflare."

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"Web search, Exa, also Benchmark portfolio company."

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"Code sandbox companies like Modal and E2B are growing like crazy."

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"Really this really kicks off in November of '25 when Opus 4.5 comes out and supercharges Claude Code. That creates this mega product market fit moment for codegen."

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"Whether you're paying $0 or $200 for like a Claude Max account or you're paying like next to nothing with some free service, the value that you can get as an individual is probably at least in the thousands of dollars, if not tens of thousands of dollars."

Mentioned in 1 episode

"And now supply chain security with folks like Chainguard and Socket."

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"Like Mercor as a business has grown to an unbelievable amount of scale because there's basically there's just no limit."

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"Like we have Fireworks AI, we have Baseten, we have Modal... they really are like the three champions of the market and I think we're going to see more consolidation to those three than less."

Mentioned in 1 episode

"Durable execution with Temporal, browser use APIs, and now supply chain security with folks like Chainguard and Socket."

Mentioned in 1 episode

"And now supply chain security with folks like Chainguard and Socket."