Arsham Memarzadeh

533 posts

Arsham Memarzadeh

Arsham Memarzadeh

@arshammem

VC at @MeritechCapital

Katılım Nisan 2014
267 Takip Edilen969 Takipçiler
Arsham Memarzadeh
Arsham Memarzadeh@arshammem·
Google officially acquired Wiz for $32B. While it's been a long time in the making, the official close feels surreal. Skeptics doubted Wiz early on - prior cloud security vendors had failed, cynics thought that since their product was so easy to implement, it must have been easy to rip out, CrowdStrike and Palo would bundle cheaper alternatives, etc. A few short years later, Wiz has dominated the market. You can't say Cloud Security without also mentioning Wiz. Assaf Rappaport, Yinon Costica, Ami Luttwak, and Roy Reznik are in a league of their own. They are each legends in their own right but the way they complement each other was the real magic of Wiz. Not to mention the dream team they assembled between Raaz Herzberg, Anthony Belfiore, Dali Rajic, and Colin Jones. It was a privilege and honor to work with you and in many ways was too brief, but the best is yet to come for Wiz and this amazing team. Congrats! wiz.io/blog/google-cl…
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Tarek Mansour
Tarek Mansour@mansourtarek_·
The Citrini report caused a market sell off. But Citadel and others published rebuttals. Pricing the likelihood of this AI doomsday scenario could decrease uncertainty in the broader market and make asset prices more efficient. Kalshi has it at 11%. citriniodds.com
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Alex Clayton
Alex Clayton@afc·
We at @meritechcapital are excited to share our 2025 markets update. Each year, we deliver a markets update presentation to our limited partners at our annual meeting and we've made it public this year.
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Arsham Memarzadeh
Arsham Memarzadeh@arshammem·
Inspiring story and I know @fal is only getting started. Great job capturing it @tjack
Todd Jackson@tjack

Reaching the scale to host your own conference is a massive milestone for a company. Since @fal’s inaugural Generative Media Conference is this Friday, I sat down with @gorkem to dig into the last 3 years of their journey. Their 10/24 conference has an insane speaker lineup with lots of real-world use cases of generative media in action. The preview video below is just one example (we used fal’s platform to create all the visuals). Aside from the fun we had turning me into George Clooney and making a giant 3-ton Roomba cat destroy our podcast studio, what stood out was how far all of these models have come in the last few years -- and how easy it is to get started with fal and play around so many different options. There’s a ton of interesting technical optimizations and developer-focused decisions that made that experience possible, so it was great to hear Gorkem unpack all of their unique company and product building choices. One of the more interesting ones that they hardly ever talk about is their pivot (when I invested back in 2022, it was a completely different product for data teams), so it was fun to get into that story as well. Full conversation below, hope you enjoy it!

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Arsham Memarzadeh
Arsham Memarzadeh@arshammem·
Let's go! Pumped to partner with @n8n_io, the leading AI orchestration platform.
n8n.io@n8n_io

🚀 We just raised $180 million in Series C funding, bringing our total funding to $240 million and our valuation to $2.5 billion. Led by @Accel with participation from @MeritechCapital, @Redpoint, @EvanticCapital, @VisionariesVC, T.Capital, and NVentures (@NVIDIAGeForceDE venture capital arm), along with previous backers including, @felicis, @sequoia, @HighlandEurope, and @HV_Capital. This funding will accelerate our product roadmap, expansion, and help us continue building a world-class team (we're hiring!) More importantly, we’re doubling down on our community-first principles. Investing in education, expanding our community programs, growing commercial partnerships, and hosting even more global events. 👉Read the full announcement: blog.n8n.io/series-c/

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Arsham Memarzadeh
Arsham Memarzadeh@arshammem·
There's been a lot of talk about the relative outperformance of Mag7 vs the broader S&P. How does that trend look in the public software market? Very consistent. Large-cap software has far outperformed the $1-5B bucket. Median returns for companies that had anywhere btwn a $1-5B market cap at the start of 2023 are only up *2%* since that point. Compare that to 69% for $10B+ market cap companies during the same time period. Institutional demand for small-cap software has softened. Relatedly, the total number of new software IPOs at $1-5B market caps has all but evaporated. The volume of pre-ZIRP annual IPOs in that valuation band ranged anywhere btwn 4-13 per year vs 1-2 per year now. The market has inverted. Growth VCs (during bull markets) often forgo price discipline at <$1B valuations due to potential mid-case outcomes in the $1-5B range. It might be time to revisit that perceived safety net. Fortunately, largely thanks to the AI boom, the M&A environment has held steady and remains a viable option. cc @ausw2000
Arsham Memarzadeh tweet mediaArsham Memarzadeh tweet mediaArsham Memarzadeh tweet media
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batuhan the fal guy
batuhan the fal guy@isidentical·
one thing people seem to not care (or just forget) in this margin discussion is how lean AI companies are OpEx-wise. Cursor, Lovable, Bolt, all small teams. At fal we crossed $50M run rate with less than 25 (no GTM, only core eng), and $100M with less than 40 people (6 GTM).
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batuhan the fal guy
batuhan the fal guy@isidentical·
I don’t usually get emotional about milestones, but today feels special. We've just raised our $125M Series C - our third funding round in the past 12 months. In this short time, we've grown from serving just a few hundred customers to empowering millions of developers. We've gone from barely making revenue to surpassing a $90M annualized run rate, all thanks to a core team of dedicated individuals This success didn’t come by luck; it was built on relentless effort, countless hours of hard work, and a brilliant team that's committed to excellence every single day. I'm incredibly proud of every member of this team, and I can't thank them enough for making this journey possible. There is no way I could have guessed we would have come this far this fast when @burkaygur called me and said he is starting a company about ML infrastructure. It was the best decision in my life to join him and @gorkem and be part of this amazing team from the start. We are still early in our journey, and if you’d like to come and be part of this amazing company & apply below fal.ai/careers
fal@fal

Today, we're thrilled to announce our $125M Series C funding round at a $1.5B valuation, led by Meritech Capital, marking our third successful raise in just 12 months! fal’s Generative Media Cloud now powers tens of thousands of applications, supporting over two million developers and more than 300 enterprise customers. From initial prototypes to fully scaled production, we've become the essential infrastructure enabling some of the most innovative and creative work in the industry. Over the past year alone, we've experienced extraordinary growth—averaging 40% month-over-month, consistently exceeding our own ambitious projections. Each month, hundreds of thousands of new developers and thousands of fresh applications join our platform, unlocking entirely new use cases previously thought impossible. With this latest round of funding, we're significantly scaling our engineering, support, sales, and marketing teams to keep pace with the accelerating demand and enthusiasm from our community. Our vision has always been clear: build a generative media platform that effortlessly creates dynamic, real-time content across video, audio, image, and 3D. Thanks to our incredible team, dedicated partners, and visionary customers, that's precisely what fal delivers today—empowering creativity at unprecedented scale.

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Arsham Memarzadeh
Arsham Memarzadeh@arshammem·
.@FAL has built a one-stop shop for generative media, with a trifecta of highly performant infrastructure, dev tooling, and a marketplace of all the best models. The pace of progress from @burkaygur @gorkem @isidentical, and the rest of the team has given me a new appreciation for the word "cracked." We're fired up to lead their Series C and invest with friends @JenniferHli @glennsolomon @tjack @stevejang @spdholakia @TaliaGold @emilyyzhao @leejane09..
fal@fal

Today, we're thrilled to announce our $125M Series C funding round at a $1.5B valuation, led by Meritech Capital, marking our third successful raise in just 12 months! fal’s Generative Media Cloud now powers tens of thousands of applications, supporting over two million developers and more than 300 enterprise customers. From initial prototypes to fully scaled production, we've become the essential infrastructure enabling some of the most innovative and creative work in the industry. Over the past year alone, we've experienced extraordinary growth—averaging 40% month-over-month, consistently exceeding our own ambitious projections. Each month, hundreds of thousands of new developers and thousands of fresh applications join our platform, unlocking entirely new use cases previously thought impossible. With this latest round of funding, we're significantly scaling our engineering, support, sales, and marketing teams to keep pace with the accelerating demand and enthusiasm from our community. Our vision has always been clear: build a generative media platform that effortlessly creates dynamic, real-time content across video, audio, image, and 3D. Thanks to our incredible team, dedicated partners, and visionary customers, that's precisely what fal delivers today—empowering creativity at unprecedented scale.

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Alex Clayton
Alex Clayton@afc·
The pace of growth and demand for AI today is dramatically outpacing the hyperscalers’ revenue during the move to the cloud and SaaS. While the hyperscalers (AWS, Azure, and GCP) were primarily the infrastructure underpinning the move to the cloud, NVIDIA’s ($NVDA) HPC & datacenter revenue, which is mainly driven by the explosive demand for AI training and inference, is a great proxy for the growth in the AI market. The chart below plots the hyperscaler's revenue (AWS, Azure, and GCP) and NVIDIA’s HPC & datacenter run-rate revenue indexed as they crossed around $10B. $NVDA’s HPC & datacenter run-rate revenue is almost $160B, growing 70%+ year-over-year, and is now ~65% of the total hyperscaler run-rate revenue (AWS, Azure, and GCP). The total hyperscaler revenue run-rate is ~$240B, growing a little over 20% year-over-year. At this pace, NVIDIA’s HPC & datacenter revenue will likely be larger than the total hyperscalers’ (AWS, Azure, and GCP) revenue in a short time 📈
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Alex Kurland
Alex Kurland@atkurland·
After over a decade of friendship and many overlapping investments, it’s a great honor to welcome @arshammem to @MeritechCapital. Similar to the values we hold near and dear, Arsham relentlessly supports his entrepreneurs, has an innate passion for technology, and a work ethic that is second to none. meritechcapital.com/blog/welcoming…
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