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Tomasz Tunguz
This was a ton of fun! Great to be with you all to talk about the fastest moving spaces in AI
Nov 21, 04:44
We're back! @HarryStebbings @rodriscoll me + special guest @ttunguz!!
🧵Cursor just crossed $1B ARR + raised $2.3B at $29.3B valuation with ~ 300 employees. And got to scale with just 30.
Stripe's doing tender offers at all-time highs instead of going public.
The entire venture industry has made a concentrated bet on 4-5 companies.
Here's what's REALLY happening in VC right now:
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