Adrian Nicholas Radu

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Adrian Nicholas Radu

Adrian Nicholas Radu

@anradu

Partner @ Khosla

New York, USA Katılım Temmuz 2009
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Adrian Nicholas Radu
Discovery is broken across an array of consumer products / real opportunity for the next gen of defining consumer AI startups to solve for mimetic regression
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Adrian Nicholas Radu
Adrian Nicholas Radu@anradu·
Since Pocket shut down, it’s been harder to find a great aggregation of recommended, high-quality, long reads outside of Longreads’ newsletter
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hari raghavan
hari raghavan@haridigresses·
I agree with the point you're making (SBC is high, companies are bloated, and they are mature enough to have figured out FCF). But this particular measure (SBC / FCF) is sort of a meaningless measure -- it's either neutral (equivalent to cash with less fundraising effort) or good (incentive-aligned compensation).
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
🤮🤮🤮 You have to wonder when these management teams will wake up. If not now, probably never
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Adrian Nicholas Radu
Adrian Nicholas Radu@anradu·
@nicoup Agree with this take / as soon as inference/training cost comes down enough + better security/governnance middleware you'll see a lot more activity in some of these regulated spaces (larger carriers have been more hesitant to expose their underwriting guidebooks)
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Adrian Nicholas Radu
Adrian Nicholas Radu@anradu·
Downside of proliferation of agents acting unfettered (e.g. spamming Tampa listings with lowball offers) is that CAPTCHA might shift left and every website / API requires pre-approval or agentic identity tied to a human actor. Think Apple Pay tokenization for agents.
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Adrian Nicholas Radu
Adrian Nicholas Radu@anradu·
@dadiomov Yes / and arguably the conversation around market not being able to absorb the float for the 3 co’s is overstated pending structure
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Adrian Nicholas Radu
Adrian Nicholas Radu@anradu·
suspect we'll see the first $1B-revenue flat organization (tiny, core team / hit squad) by 2027-28 comps in my mind: Stream is $50M revenue per employee. upper decile we're seeing for these inflecting AI startups is $15-20M / employee today Craigslist another anomaly etc
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Finn Murphy
Finn Murphy@FinnMurphy12·
The Wired article talking about how the Gay Mafia run Silicon Valley while Will seemingly innocently wonders why childless sultan of Oman loved aesthetics is chef kiss’ levels of simulation irony perfection timing.
Will Manidis@WillManidis

x.com/i/article/2024…

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nihal
nihal@nihalmehta·
big thanks to @vkhosla @khoslaventures for the NYC gathering. in one night: bold ideas, new friends, and at least 5 seed rounds verbally committed 😄
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Manhattan, NY 🇺🇸 English
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