Silicon Sam

23 posts

Silicon Sam

Silicon Sam

@silicon_samuel

Investor at @BessemerVP | Lifelong learner

Katılım Haziran 2023
1.1K Takip Edilen178 Takipçiler
Silicon Sam retweetledi
Byron Deeter
Byron Deeter@bdeeter·
The hyperscalers are making the biggest bet in corporate history. By 2031, the big 5 (Amazon, Microsoft, Google, Meta, Oracle) will have put $8T into AI capex. That's roughly parallel to the entire U.S. defense budget over the same period. The question is what has to be true on the demand side for that bet to pay off. @silicon_samuel and I did the math. Value is rotating up the stack. A >$36T unlock is happening ...and it's going to be a wild ride. bvp.com/atlas/inside-t…
Bessemer@BessemerVP

Capex from the big five hyperscalers (AMZN, MSFT, GOOGL, META, ORCL) will cross $1T by next year. And $8T cumulative by 2031. Hiding inside that bet is AI's biggest moment. @bdeeter and @silicon_samuel break down the possibility. ⤵️ bvp.com/atlas/inside-t…

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Silicon Sam
Silicon Sam@silicon_samuel·
Inside the biggest bet in corporate history. Hyperscalers will spend >$8T on AI data center capex over the next five to six years (running roughly parallel with the Department of War Budget over the same period). The question @bdeeter and I kept circling: what would have to be true on the demand side for it to pay off? Either it pulls through, or the capex doesn't pencil... we think it will. The math, and the AI value creation event hiding inside it, below. bvp.com/atlas/inside-t… @BessemerVP
Bessemer@BessemerVP

Capex from the big five hyperscalers (AMZN, MSFT, GOOGL, META, ORCL) will cross $1T by next year. And $8T cumulative by 2031. Hiding inside that bet is AI's biggest moment. @bdeeter and @silicon_samuel break down the possibility. ⤵️ bvp.com/atlas/inside-t…

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Silicon Sam
Silicon Sam@silicon_samuel·
In chaos, there is opportunity @AnthropicAI isn’t waiting for the AI market to stabilize It’s charting the waters, setting the pace, and seizing upside while the category is still being written
Byron Deeter@bdeeter

I said it on @CNBC @SquawkStreet and I'll say it here: @Anthropic is making history in real time. I've had a front row seat to every major platform shift in software. Each one felt big at the time. Looking back, they were all a warm-up

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Silicon Sam
Silicon Sam@silicon_samuel·
Exactly correct. In banking, we ran SBC through the DCF as if it were a cash expense @AswathDamodaran The market knows SBC is a cost, but doesn’t always price it cleanly. It often makes “margins” look better than the underlying real economics. If this changes (e.g. through additional cash comp), multiples likely follow
Bill Gurley@bgurley

x.com/i/article/2042…

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Bessemer
Bessemer@BessemerVP·
𝐋𝐞𝐠𝐨𝐫𝐚 𝐫𝐞𝐚𝐜𝐡𝐞𝐝 $𝟏𝟎𝟎𝐌 𝐀𝐑𝐑 (𝐚.𝐤.𝐚. 𝐂𝐞𝐧𝐭𝐚𝐮𝐫 𝐬𝐭𝐚𝐭𝐮𝐬) 𝐢𝐧 𝟏𝟖 𝐦𝐨𝐧𝐭𝐡𝐬! 📈 Learn what makes @MaxJunestrand & the @WeAreLegora team exceptional: bvp.com/atlas/legora-t…
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Silicon Sam
Silicon Sam@silicon_samuel·
If you back the right team, the score takes care of itself. We led Legora's Series C because Max told us he was going to build the operating system for legal work ...a moment where a generational founder met a market ready for rebuilding. $1M → $100M ARR in under 18 months. Incredibly proud to partner with this world-class team @MaxJunestrand, @davidneckstein, Pat, and the entire @WeAreLegora crew. Excited for what's to come 🚀
Max Junestrand@MaxJunestrand

I want to take a moment to recognize a gravity-defying achievement by the entire @WeAreLegora team. We have grown from $1M to $100M in annual recurring revenue in just under 18 months. In this time, we've grown into a truly global company with over 400 colleagues - and built the platform where legal work happens. Powering more than 1,000 teams worldwide. It is all about the people, and I couldn’t be prouder of the Legora team and thankful to our customers and partners. This achievement is as much yours as it is ours.

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Silicon Sam retweetledi
Bessemer
Bessemer@BessemerVP·
Congrats to Sam Bondy on his promotion to Vice President 🎉 With a background in banking and private equity, Sam grew nimble at identifying unique, expansive opportunities — being deliberate in leaning into calculated risk and supporting the firm’s endeavors in AI and other frontier markets. Read more 👉 bessemervp.team/49M6g8P
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Silicon Sam retweetledi
Bessemer
Bessemer@BessemerVP·
AI is reshaping the $1T global legal industry — one of the most complex frontiers for transformation. That's why we're partnering with @MaxJunestrand and the team at @WeAreLegora , a platform redefining how legal professionals research, draft, and review in one collaborative workspace. We're excited to lead Legora's $150M Series C to help lawyers focus more on strategy and clients, not admin. Learn more 👉bessemervp.team/47CcK7W
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Silicon Sam retweetledi
Byron Deeter
Byron Deeter@bdeeter·
We were incredibly optimistic about the future of the cloud industry when we @BessemerVP launched The @cloud100 a decade ago and it's amazing to have seen the market still exceed those expectations! Trillions of dollars of combined public and private market cap now powering the future of AI... which is the also the future or technology. Such an incredible time for us to all be in tech!
Bessemer@BessemerVP

The 10th annual Forbes Cloud 100 is here 🏅 In partnership with @BessemerVP, this year’s list highlights the 100 most innovative private cloud + AI companies — now surpassing $1T in combined value for the first time. See who made the cut 👉 bessemervp.team/3VwfwWw

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Silicon Sam
Silicon Sam@silicon_samuel·
I’m incredibly lucky that I get to learn from / be pushed by @bdeeter. He puts it out on the field every single day and makes the job genuinely fun. In this episode, he shares incredible and tangible insights on SaaS/AI investing, life, and leadership. Amazing episode @HarryStebbings. While some people play not to lose, Byron plays to win. Thanks for sharing the earned secrets 💪
Harry Stebbings@HarryStebbings

So @bdeeter is one of the greatest investors of the last decade. 19 unicorns. 8 of his companies have gone public. Insane. Anthropic: $170BN Canva: $42BN Twilio: $16.3BN Docusign: $15.1BN Procore: $10.1BN ServiceTitan: $9.1BN Box: $4.6BN Total combined market cap/valuation = $267.2 billion My top 6 lessons from sitting down with Byron 👇

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Silicon Sam
Silicon Sam@silicon_samuel·
@maintainx is accelerating the modernization of asset management and industrial operations. They are creating not only a system of record, but a system of action for the world of physical assets. We're thrilled to announce that @BessemerVP is doubling down, co-leading MaintainX's $150M Series D alongside @BainCapVC @bdeeter @CTurlica
Bessemer@BessemerVP

Manual processes and unplanned downtime are hindering industrial operations 🛠️ That’s why we’re proud to back co-founders @CTurlica and Hugo Dozois-Caouette and co-lead their Series D. @maintainx's AI-powered platform slashes downtime over 30%, empowering 11K+ companies to run smarter, safer, and faster. We’re proud to back this next-gen CMMS & EAM leader 🚀 read from @bdeeter @silicon_samuel why we invested👇 bessemervp.team/3Ih2719

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Silicon Sam retweetledi
Janelle Teng Wade
Janelle Teng Wade@NextBigTeng·
A new paradigm of data infrastructure is here—data is growing exponentially and the AI wave is further pushing the limits of current infrastructure tooling. @ClickHouseDB has risen to the challenge, building the backbone of enterprise data. As a core technology empowering startups and enterprises alike, ClickHouse delivers blazing-fast speed, scalability, and cost-efficiency—modernizing tech stacks across real-time analytics to warehousing. All while ensuring unparalleled ease of use and outstanding developer experience. @bdeeter, @silicon_samuel, and I are thrilled to partner with Aaron Katz (@ceo_clickhouse), Alexey Milovidov, Yury Izrailevsky, and the dynamic team at ClickHouse, as they accelerate enterprise transformation toward low-latency, efficient, and scalable database management systems. Learn more about why @BessemerVP invested in ClickHouse's Series C: bvp.com/news/accelerat…
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Byron Deeter
Byron Deeter@bdeeter·
Nominations for the 2025 Forbes Cloud 100 are now open. This marks our 10th year of C100 and it takes place at such an exciting time as we, along with the applicants, further the shift into the AI era. This year will be bigger than ever! ☁️
Bessemer@BessemerVP

🔔The 2025 @Forbes Cloud 100 nominations are now open! For ten years, we've showcased the definitive ranking of the world's top private cloud and AI startups. Now it's time to nominate the companies making their mark on the world in 2025. Be sure to apply to @cloud100 by April 30th! bvp.com/news/the-forbe…

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Silicon Sam
Silicon Sam@silicon_samuel·
When building a software business, founders should consider the "going slow to go fast" path. This often means focusing on early adopters / major accounts and building generalizable products against user needs. Incubating within large customers provides fast feedback loops for accelerated product maturity. Professional services can expedite this as well @chetanp
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Keşfet

@bdeeter @BessemerVP @AnthropicAI @AswathDamodaran @MaxJunestrand @WeAreLegora @spdholakia @TheValuesVC