Miles Clemens

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"I love Snyk I love Mirror. I love One Password but they were done at such high prices and the new reality is very real."

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"We see a company like Anthropic and how valuable they are as a technology partner to like every other company in our portfolio."

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"We are not a part of Figma but have a lot of respect for that company but I know that Dylan is a generational founder and it's a very important company with an incredible financial profile and it just feels for a lot of ways for a lot of reasons oversold."

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"The comps for this business would be platform companies like Google and Microsoft and Amazon."

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"Plus, you have the labs, you have SpaceX, and you know, companies in the private market."

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"Take Claude code as an example. First of all, what an amazing product and like how lucky are we to live in this technology cycle where we have all of these tools at our disposal."

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"I think the best software company in the world is AWS. AWS has like 35% market share."

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"Atlassian hugely valuable company that we love began around issue tracking."

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"CrowdStrike and maybe Palo Alto are like the platform cyber security companies."

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"There was one where I was going through some personal things and happened to be able to compete for and ultimately win the opportunity to work with Linear."

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"I love Snyk I love Mirror. I love One Password but they were done at such high prices and the new reality is very real."

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"They passed GPT in the app store."

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"I looked at my partner Dan Lavine incubating Scale AI, building a relationship with Alex Wang in 2016 and making that investment."

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"Salesforce historically has been like the go-to market platform company."

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"I think nobody in the world does that better than Parker Conrad. And so, you know, the first time he outlined the vision, I was like, this is really compelling."

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"I think 11 Labs is a clear company that we wish we had been a part of. As you know we haven't spent enough time with the founder which is you know our loss."

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"So Claude code Cursor all of the great products out there like I think this is why coding has become the vertical that is the battleground in AI today."

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"CrowdStrike and maybe Palo Alto are like the platform cyber security companies."

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"Datadog around monitoring these have been like 50 to 100 billion dollar companies built over time addressing like one portion of the engineering product stack."

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"We've talked about and you talk on the show a lot about Deel. People say like Deel has won the market. Alex is phenomenal."