Fredrik Cassel
2.3K posts

Fredrik Cassel
@_fredrik
GP @Creandum. Work w @lovable @Spotify @depop @getKahoot @LindusHealth @modal_labs @fuseenergy @getkive @Virtahealth @KRYcare @Xeneta_AS @Shapr3D @CintGroup



I think most public company CEOs are not telling the truth on the impact AI will have on business and jobs. Seb is 0 BS, 100% truthtelling. This man is not afraid to ruffle some feathers. Full show below with @klarnaseb 👇 Spotify 👉 open.spotify.com/episode/0HfJOI… Youtube 👉 youtu.be/P7vIRAFSXmk Apple Podcasts 👉 podcasts.apple.com/us/podcast/20v… Timestamps: 00:00 Intro 01:16 The real Threat to SaaS 05:58 What revenue multiple will software companies trade at in the future? 10:31 Why you need to build your own customer service AI to win 22:12 Klarna has two times the customer base of Revolut. They will beat Revolut 24:17 How I lost a billion dollars not investing in Nubank 25:54 Why Nubank are more likely to win the US than Revolut? 33:59 We used to be 6,000 people. Now we are just 3,000 40:14 When is a high valuation too high and can be dangerous? 41:27 How we got Sequoia to invest & Michael Moritz to join the board 53:19 Investors who don’t build will lose 01:07:56 What CEOs really think about AI 01:13:34 I have changed my mind on the adoption cycle

Introducing a smarter Lovable that is 71% better at solving complex tasks. Lovable can now do more work, more autonomously—using deeper planning, browser testing, and prompt queuing. Below is how it works.

A few weeks ago I joined @HarryStebbings on @twentyminutevc. We talked about why energy is the most defining problem to solve in the next 25 years & what it really takes to build a generational company like @Revolut. Energy is one of the most complex problems of our time and we’re building @FuseEnergy for people who want to work on something that actually matters.



Lovable just raised $330M at a $6.6B valuation. It's been an iconic, insane, wonderful journey so far. Thank you to everyone who made this possible: (thread)





It's true – @modal has raised a $87M Series B at a $1.1B valuation to advance the future of AI infrastructure. Thank you to @Lux_Capital, @Redpoint, @AmplifyPartners, and others. Now more than ever, AI demands a complete reinvention of traditional compute infrastructure









