Lucas Swisser

"A lot of it is due to using a lot of the tools like Claude Code myself and just really feeling this"

"Winston from Harvey. It's not even close. the founder market fit in the story was so clear so early, right? Like what are language models good at? Language. What is one of the most text-heavy professions? Law"

"a lot of the coding models that have come out of Anthropic, OpenAI and others, you are starting to question that value"

"I remember we going back to I worked on Figma with him when I was an associate at Kleiner and I cut all the data for Moon"

"when we did Lovable it was like at 3 million in revenue. By the time the legals were done it was at 20"

"I want to own OpenAI and Anthropic and SpaceX, which now owns XAI"

"I think of a great example every time I think of this point, which is Databricks, right? If you talk to Ali from Databricks, we've been an investor since 2019"

"well, I just create all my designs in ChatGPT now, right? So, why would I even need this design tool?"

"that's easy. It's Anthropic. It's Revolut. and it's OpenAI"

"I think we were the only private investor that was invested in Snowflake and Databricks when they were both private"

"What I love about Canva is they've shown that same ability that Databricks has where they're able to hop multiple S-curves and develop multiple products"

"because we were early investors in stable diffusion if you remember the image generation company in OpenAI"

"a lot of the coding models that have come out of Anthropic, OpenAI and others"

"you could look at like a Replit and go similar actually how they've co-attached to a new cycle"