Partner @SapphireVC
San Francisco, CA
Joined February 2009
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cathy gao 🌙 retweeted
@cgao of @SapphireVC back on Bloomberg Tech
Sapphire Ventures' Cathy Gao tells @edludlow more competition at the model layer will drive down costs for AI developers, though "security is not something we can diminish" bloom.bg/4jP5REe
Welcome to the era of the mega round.
5 of the 10 largest VC-led financings of all time in the last 4 months
ALT mega round VC transactions into start-ups
6/ Embrace Continuous Learning
Feedback loops stretch for yrs. Most investors wait 5+ to see returns. So, how do you know if you're a great investor? You won't, at least not right away. Instead of waiting, top investors stay laser-focused on constant self-learning & improvement
“Every layer in the AI stack is improving exponentially, with no signs of a slowdown in sight. As a result, many founders feel that they are building on quicksand”
I’ve been in the AI trenches since 2009, and LLMs are certainly a game-changer. But they also seem to be a warm-up act for the main event—the next cycle of AI innovation, coming in the next 12-18 months.
Here are 3 areas we’re looking at to fuel this cycle, where founders can make real AI magic →
Multimodality 📸
Multiple agents 🤖🤖🤖
Post-transformer architectures 🛠️
Latest blog: foundationcapital.com/beyond…
“we tend to judge others by their impact and ourselves on our intent”
Jason (CTO of @nytimes) shared this powerful statement on how to be a better and more empathetic teammate and manager
But honestly it’s great advice for all relationships in life
1/ 5 pitch tactics I've seen founders use during their presentations that never fail to captivate every VC in the room👇
6/ Crafting and delivering such a pitch is truly an art.
Encapsulating the essence of hard work and vision within a tight 60-minute window is extremely difficult but nothing helps a founder stand out more in front of an investment committee (IC).