Adrian Nicholas Radu
231 posts

Adrian Nicholas Radu
@anradu
Partner @ Khosla
New York, USA Katılım Temmuz 2009
2K Takip Edilen1.6K Takipçiler

Publishing some belated thoughts on what we saw at the seed stage in cybersecurity last year / some of the emerging trends:
Adrian Nicholas Radu@anradu
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@haridigresses @buccocapital +1 these are revenue growth \ rule of 40 businesses not income-orientated / dividend paying stocks. More relevant for FTSE 100 or 250 etc
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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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@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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Every serious vertical AI company will start training their own models
Ryan Orban@ryanorban
companies like Harvey will have to pivot from verticalized saas into specialized agent harnesses built for purpose think claude code for… legal healthcare finance erp etc. who’s building this?
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@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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...and OpenAI's raise is 4x the largest IPO of all time 🤯
Dimitri Dadiomov@dadiomov
Maybe I'm old fashioned but it's wild to me that Anthropic's $30bn raise was bigger than the biggest IPO of all time (Saudi Aramco raising $29bn)
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I heard "Pret is deploying bodycams among its staff" and thought it was a bleak joke. But turns out: theguardian.com/business/artic…
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Stripe potentially purchasing PayPal was not on my M&A bingo card for 2026
reuters.com/business/strip…

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@FinnMurphy12 @kirbyman01 Kitesurfing Oman 2027 here we go
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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
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@katieruthmishra Nico looks like he's been defeated / beaten down by Gordon Ramsey hell's kitchen style
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big thanks to @vkhosla @khoslaventures for the NYC gathering. in one night: bold ideas, new friends, and at least 5 seed rounds verbally committed 😄

Manhattan, NY 🇺🇸 English

moltbeach.ai Million Dollar home page but for agents...we're in the "X for moltbot" phase
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