Michael Kim

Mentioned in 1 episode

"It can even be a product demo whether it's a Figma or real website and our agents will actually traverse through those websites and Figma mocks and basically give feedback once they have seen it."

Mentioned in 1 episode

"We get into partnership with places like Gallup that are amazing at creating a representative sample of human population and we try to understand what is the real behavior and distribution of our human population."

Mentioned in 2 episodes

"Ali Partovi was the first check into Cursor, first check into Krea, he has Cognition, he has Deal, he's Ramp — amazing track record."

Mentioned in 1 episode

"If you take SpaceX, that's probably the best example — historically they've had regular tender offers. That effectively is the public market for a private company."

Mentioned in 1 episode

"When you look at a company like HubSpot in the public markets — that's three-plus billion of ARR and I think valued at less than $10 billion — versus some of the companies in the private markets that are valued at 10-plus billion dollars with not much revenue, it's just a crazy time."

Mentioned in 1 episode

"You have a rule of 40 company like Monday.com trading at two times. I mean, that's crazy."

Mentioned in 1 episode

"If you're like a lead investor, like say a Sequoia or an XL or, you know, whoever, Founders Fund, and you own 20% of the company, you really can't do secondaries."

Mentioned in 1 episode

"Josh Browder — he's a Thiel Fellow, he has a company called Do Not Pay. It's very profitable."

Mentioned in 1 episode

"Intercom was acquired. It's a portfolio company of Freestyle. It returned more than their entire fund. They had a really good story about implementing an AI native solution and getting traction on it. So they kind of revitalized the company."

Mentioned in 1 episode

"One of the companies that we're in is Etched, and these young people are like, 'Hey, we're going to totally disrupt Nvidia and build inference-specific chips.' What 20-year-old goes around thinking that? But they're unencumbered by the fear. They just came out of stealth — 800 million in funding — and they're bringing a chip to market soon, building a test data center in Taiwan."

Mentioned in 1 episode

"I also think that Salesforce acquired them because they wanted Owen as a senior executive."

Mentioned in 1 episode

"If you take Stripe as an example, they have regular tender offers."