https://www.sequoiacap.com/article/follow-the-gpus-perspective/
There is a large opportunity for the startup ecosystem to fill this hole. Our goal is to “follow the GPUs” and find the next generation of startups that leverage AI technology to create real end-customer value. We want to invest in these companies.
For startups, the takeaway is clear: As a community, we need to shift our thinking away from infrastructure and towards end-customer value. Happy customers are a fundamental requirement of every great business.
There is a large opportunity for the startup ecosystem to fill this hole. Our goal is to “follow the GPUs” and find the next generation of startups that leverage AI technology to create real end-customer value. We want to invest in these companies.
For startups, the takeaway is clear: As a community, we need to shift our thinking away from infrastructure and towards end-customer value. Happy customers are a fundamental requirement of every great business.
Sequoia Capital
AI’s $200B Question
GPU capacity is getting overbuilt. Long-term, this is good for startups. Short-term, things could get messy. Follow the GPUs to find out why.
My latest story: Other startups love Linear. Will bigger companies, too?
A maker of project software popular with other startups like Cohere and Ramp, Linear has raised $35M in Series B funding led by Accel. It's now valued at about $400M, sources told me for Forbes.
Linear's unusual in that it was already profitable for two years and had negative net burn -- meaning it has more money in the bank than it's raised. Until recently, it had just one salesperson, and it's spent just $36K on marketing over its four years of existence, CEO Karri Saarinen told me.
Founded by 3 Finns and fully-remote, Linear added former First Round Capital partner and Stripe and Notion veteran Cristina Cordova to lead go-to market earlier this year. A who's who of other tech leaders like Dylan Field, Patrick Collison, Dick Costolo and Claire Hughes Johnson are personal backers.
Now Linear is looking to push into bigger businesses, while expanding its tools to cover more points in the product life cycle -- something that excited Accel's Miles Clements. Customers like Job van der Voort of Remote and Anil Varanasi of Meter told me they're big fans... but the question is whether Linear can grow up without losing its magic.
해시태그#startups 해시태그#venturecapital 해시태그#funding 해시태그#fundraising 해시태그#VC 해시태그#developers 해시태그#developertools 해시태그#engineering 해시태그#software 해시태그#productdevelopment 해시태그#product 해시태그#projectmanagement 해시태그#productledgrowth 해시태그#PLG 해시태그#tech 해시태그#technology 해시태그#remotework 해시태그#DevOps
A maker of project software popular with other startups like Cohere and Ramp, Linear has raised $35M in Series B funding led by Accel. It's now valued at about $400M, sources told me for Forbes.
Linear's unusual in that it was already profitable for two years and had negative net burn -- meaning it has more money in the bank than it's raised. Until recently, it had just one salesperson, and it's spent just $36K on marketing over its four years of existence, CEO Karri Saarinen told me.
Founded by 3 Finns and fully-remote, Linear added former First Round Capital partner and Stripe and Notion veteran Cristina Cordova to lead go-to market earlier this year. A who's who of other tech leaders like Dylan Field, Patrick Collison, Dick Costolo and Claire Hughes Johnson are personal backers.
Now Linear is looking to push into bigger businesses, while expanding its tools to cover more points in the product life cycle -- something that excited Accel's Miles Clements. Customers like Job van der Voort of Remote and Anil Varanasi of Meter told me they're big fans... but the question is whether Linear can grow up without losing its magic.
해시태그#startups 해시태그#venturecapital 해시태그#funding 해시태그#fundraising 해시태그#VC 해시태그#developers 해시태그#developertools 해시태그#engineering 해시태그#software 해시태그#productdevelopment 해시태그#product 해시태그#projectmanagement 해시태그#productledgrowth 해시태그#PLG 해시태그#tech 해시태그#technology 해시태그#remotework 해시태그#DevOps
Good heuristic for creating SaaS startups: find a commonly used spreadsheet (eg cap tables) and turn it into a dashboard (eg Carta). Replace email attachments with workflows. Spreadsheets are the long tail of datasets that don’t have their own SaaS tool yet.
https://twitter.com/DavidSacks/status/1078755080478715904
https://twitter.com/DavidSacks/status/1078755080478715904
X (formerly Twitter)
David Sacks (@DavidSacks) on X
Good heuristic for creating SaaS startups: find a commonly used spreadsheet (eg cap tables) and turn it into a dashboard (eg Carta). Replace email attachments with workflows. Spreadsheets are the long tail of datasets that don’t have their own SaaS tool yet.
https://twitter.com/pitdesi/status/1705614393235386471?s=20
The #1 App right now is “Lapse” - a photo sharing Dispo-meets-Snapchat.
You will get a text message from a friend to download the app. It’s bc they require you text 5 friends to use the app. I felt dirty.
It got to the top of the App Store on a pyramid scheme.
Clientside SMS convert at around 30%. 5 invites x 0.3 = 1.5 K-Factor
The #1 App right now is “Lapse” - a photo sharing Dispo-meets-Snapchat.
You will get a text message from a friend to download the app. It’s bc they require you text 5 friends to use the app. I felt dirty.
It got to the top of the App Store on a pyramid scheme.
Clientside SMS convert at around 30%. 5 invites x 0.3 = 1.5 K-Factor
X (formerly Twitter)
Sheel Mohnot (@pitdesi) on X
Oops my tweet mentioned it’s the top app but showed a screenshot of the photo category. It’s actually the top app across all apps right now
https://hellometer.io/
According to operations research, for every 7 seconds of improvement in service speed, restaurants see about a 1% increase in top-line revenue. The average quick service restaurant generates about $1.9 million in revenue per year, so a 47-second improvement from Hellometer translates to approximately $130,000 in added revenue per location. Hellometer has been in business for three years and is a Y Combinator-backed company. It is currently under contract or letter of intent for over 400 locations worldwide, including Hardees, Dairy Queen, Dunkin', Subway, and Church's Chicken restaurants
According to operations research, for every 7 seconds of improvement in service speed, restaurants see about a 1% increase in top-line revenue. The average quick service restaurant generates about $1.9 million in revenue per year, so a 47-second improvement from Hellometer translates to approximately $130,000 in added revenue per location. Hellometer has been in business for three years and is a Y Combinator-backed company. It is currently under contract or letter of intent for over 400 locations worldwide, including Hardees, Dairy Queen, Dunkin', Subway, and Church's Chicken restaurants
Continuous Learning_Startup & Investment
Photo
Answer from Bard.
The image shows the evolution of the world's economic center of gravity from 1 AD to 2025. It is clear that the center of gravity has been shifting eastward over time, from the Mediterranean region in 1 AD to China in 2025.
Key details from the image:
• In 1 AD, the economic center of gravity was located in the Mediterranean region, near the center of the Roman Empire.
• By 1500, the center of gravity had shifted westward to Europe, as Europe became the dominant economic power in the world.
• In the 19th century, the center of gravity began to shift eastward again, as the United States and Japan emerged as major economic powers.
• In the 20th century, the shift eastward accelerated, as China experienced rapid economic growth.
• In 2025, the economic center of gravity is projected to be located in China, reflecting the country's growing economic importance in the world.
Implications of the shift in the economic center of gravity:
• The shift in the economic center of gravity has had a significant impact on the global economy. For example, it has led to increased trade and investment between Asia and the rest of the world.
• The shift has also led to a rise in the living standards of millions of people in Asia.
• The shift is likely to continue in the future, as Asia is projected to remain the world's fastest-growing economic region.
Additional details:
• The image shows that the shift in the economic center of gravity has not been linear. For example, the center of gravity shifted westward from 1500 to 1820, even as the global economy was becoming increasingly interconnected. This suggests that there are a variety of factors that can influence the location of the economic center of gravity, including political and technological changes.
• The image also shows that the economic center of gravity is not always located in a single country. For example, in the 20th century, the center of gravity was located between the United States and Japan. This suggests that the global economy is becoming increasingly multipolar.
Overall, the image provides a valuable visual representation of the long-term shift in the world's economic center of gravity. It is clear that the center of gravity has been shifting eastward over time, and this shift is likely to continue in the future.
The image shows the evolution of the world's economic center of gravity from 1 AD to 2025. It is clear that the center of gravity has been shifting eastward over time, from the Mediterranean region in 1 AD to China in 2025.
Key details from the image:
• In 1 AD, the economic center of gravity was located in the Mediterranean region, near the center of the Roman Empire.
• By 1500, the center of gravity had shifted westward to Europe, as Europe became the dominant economic power in the world.
• In the 19th century, the center of gravity began to shift eastward again, as the United States and Japan emerged as major economic powers.
• In the 20th century, the shift eastward accelerated, as China experienced rapid economic growth.
• In 2025, the economic center of gravity is projected to be located in China, reflecting the country's growing economic importance in the world.
Implications of the shift in the economic center of gravity:
• The shift in the economic center of gravity has had a significant impact on the global economy. For example, it has led to increased trade and investment between Asia and the rest of the world.
• The shift has also led to a rise in the living standards of millions of people in Asia.
• The shift is likely to continue in the future, as Asia is projected to remain the world's fastest-growing economic region.
Additional details:
• The image shows that the shift in the economic center of gravity has not been linear. For example, the center of gravity shifted westward from 1500 to 1820, even as the global economy was becoming increasingly interconnected. This suggests that there are a variety of factors that can influence the location of the economic center of gravity, including political and technological changes.
• The image also shows that the economic center of gravity is not always located in a single country. For example, in the 20th century, the center of gravity was located between the United States and Japan. This suggests that the global economy is becoming increasingly multipolar.
Overall, the image provides a valuable visual representation of the long-term shift in the world's economic center of gravity. It is clear that the center of gravity has been shifting eastward over time, and this shift is likely to continue in the future.
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