Matt Turck Airtable Enjoyed this chat on AI x no code and PLG to enterprise!

Wow! This demo of large scale OCR using GPT-4o by Yota is pretty ace! 🤯

[New] The Howie Liu episode.

Airtable has had an extraordinary journey, today working with 500,000 organizations around the world.

In depth conversation about:

* Airtable's big push into AI
* The journey from PLG darling to enterprise application platform.
* Is AI killing

B2B SaaS has evolved but billing has not

There's 3 key problems with billing:

- The subscription economy is ending
- GTM is a mix of top-down / bottom-up
- Rent seeker payment must stop

Let's jump into each:L

Covered a lot in a short time. Thanks Melissa Lee Tim Seymour and team!

H

$220M seed, we’re BACK!

Excited to be involved at H Company

Investment thesis:

* Model to action is the next frontier

* Enterprise automation through AI is just getting started

* French/euro AI talent rocks, Laurent Sifre Karl Tuyls etc, co-founding team out of DeepMind

Lol who did this

Born too late to explore the world, born too early to explore the universe. But thankful to be born just in time to be a VC thought leader on LinkedIn.

Yann LeCun Plot twist possibility: the alignment team left not because things were too scary at OpenAI, but because they were not scary enough - and there wasn’t much for them to do.

We wanted 140 characters, instead we got flying cars.

Why IPO when you have plenty of cash and can just do this

This is a fantastic conversation. The “how you engineer an acquisition “ was super interesting.

Especially the parallels between engineering M&A and Enterprise Sales. Simply put, to sell your business you need to also be an Enterprise Seller

[New episode] Very thoughtful conversation with Tomasz Tunguz

* where to invest in AI

* Why Ethereum is the most successful database “company”

* Starting your own VC firm

- YouTube: youtu.be/gU6dGmZzmvI
- Spotify: tinyurl.com/mpsmpbcp
- Apple: tinyurl.com/4mubb8wp

Time is the best due diligence.

I often get contacted by first time founders sharing they are fundraising and asking for intros to VCs. From experience, except if you are the next slack or huggingface, no VC will invest in you within a couple of weeks of getting introduced to

“(holy HELL is ClickHouse fast; wtf they doing over there?!)” 👏

And here we are for those bookmarking at home bloomberg.com/news/features/…

When you produce a little too much VC content

If progress in Generative AI reached an asymptote tomorrow, we’d still have years of business opportunity ahead just deploying what we currently have across verticals and use cases.

AI avatars got talent?