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Artificial Intelligence (AI), Blog Posts

Jason’s Takes on This Week’s 20VC: A 72% Cost Drop on Our Own App, the $100M Acquisition Bar, and DoorDash’s Third Competitor

The decisions behind this week’s headlines: how to price for falling model costs, how to report growth when your percentages are shrinking, and why you need to test whether you’re expanding the TAM or just taking share. On Thursday’s 20VC x SaaStr, Harry, Rory and I covered OpenAI cutting its valuation to $1.25T, Anthropic’s slowing…
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Blog Posts, Exit Strategy

Why Your Revenues Often Only Sort of Matter When You Get Acquired by a Strategic. Even Though They Are Usually How a Deal is Priced

Patrick Collison posted an update on Privy, the wallet infrastructure company Stripe acquired a little over a year ago. The numbers since the deal closed: Assets in Privy wallets up ~25x Monthly active developers up ~3x Revenue up ~9x Nearly $25B a month in transaction volume Ramp, Deel, Klarna, Hyperliquid and thousands of other companies…
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Aaron Levie, Co-Founder & CEO, Box

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