Sameer Dholakia

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"He shows me a demo of Jasper, that's this AI marketing app sitting on top of GPT-3."

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"I'm really proud that we did it in the Series D... I think it was 15 billion pre, 18 billion post."

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"We were the developer API company and we weren't in Stripe. That hurts."

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"SendGrid and Twilio were the API building blocks to plug into your application to go send communications."

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"You have AWS and Azure and GCP."

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"Google, yep, they're going to go build their own called Gemini."

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"I'm really excited about another vertical AI company called Field Guide that is, it's AI for auditors... and they are just ripping. They're growing really fast."

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"We're invested in Sarvam in India and we are invested in, or investing in, Mistral right now."

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"Of course I would do it, just like Tesla and Elon's got it for his FSD on his cars."

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"He finds stuff that everybody thinks is crazy like Rocket Lab that then becomes, you know, an enormous business."

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"When we invested in Abridge, they were at 5 million of ARR and, you know, we were paying whatever it was, 7-, $800 million valuation."

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"Once that Chinese model is hosted by Fireworks AI, it is no longer a Chinese model first."

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"He shows me a demo of Jasper, that's this AI marketing app sitting on top of GPT-3, right? And this is like in the winter of 2021. And I was like, 'Magic.'"

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"Later in my career, VMware created this layer of software that disintermediated the hardware from the OS and said I can spin up virtual machines. I can put 10 of them on that one box... Dude, that is magic."

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"I really do believe what Dario says on that in Machines of Loving Grace. I think we're going to see in the next decade what would have taken us half a century."

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"Just look at history across all these other categories, whether you're going from Red Hat to, you know, fill in the blank in the database market. You find ways to monetize it."

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"We've done AI for doctors with Abridge and AI for lawyers with EvenUp and Legora."

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"Now, all that said, I do still believe in finding companies that are doing the T2D3, because the entry prices on those in this environment can be dramatically different."