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Miles Clemens
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33 recommendations
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WeWork
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"We were not a part of WeWork, but had I been a shareholder in that company when it was worth like $50 billion, I don't know a whole lot about the commercial real estate market... but I probably would have been seeking liquidity."
Showing 29 of 33 recommendations
Clear filters"We're not in Deel because we're in Remote and I'm thrilled that we're in Remote. I think Job and Marcelo are like very special."
"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."
"If I were to look at legal AI, accounting AI, a company like Basis that we just invested in, I actually think these companies don't have immediately quick time to value."
"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."
"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."
"Claude code has absolutely captured the imagination in part driven by Opus 4.5, Opus 4.6 like I think the success of Claude code is also very much tethered to the success of the underlying model."
"Salesforce historically has been like the go-to market platform company."
"CrowdStrike and maybe Palo Alto are like the platform cyber security companies."
"CrowdStrike and maybe Palo Alto are like the platform cyber security companies."
"Atlassian hugely valuable company that we love began around issue tracking."
"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."
"I think the best software company in the world is AWS. AWS has like 35% market share."
"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."
"Welcome to the big leagues. ADP has $20 billion of ARR. Like you are 1/20th the size of ADP."
"In this market, you've got like Paychex is a $60 billion company and Paycom and Payity."
"In this market, you've got like Paychex is a $60 billion company and Paycom and Payity."
"The mistake that we made on a company like ServiceTitan. We had fallen in love with the founder, we were chasing this round... and then that went on to be a $9 billion company."
"Plus, you have the labs, you have SpaceX, and you know, companies in the private market."
"I looked at my partner Dan Lavine incubating Scale AI, building a relationship with Alex Wang in 2016 and making that investment."
"We see a company like Anthropic and how valuable they are as a technology partner to like every other company in our portfolio."