.eth @OperatingLoss
Joined February 2021-
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@andrew__reed Isn’t brewbird a Sequoia portco?
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@ttunguz “it’s a bad year to go public” - pressure test this and think would happen in the public markets if they IPO, and Cursor model usage through Databricks goes to 0 after the acquisition and OpenAI optimizes their Spark usage (talk to their MTS to understand how unoptimized it is)
@ttunguz Someone needs to do investigative journalism here. How much of this is from Cursor and OpenAI? How much of this is single digit margin inference serving? Data warehouse/lakehouse consumption curves don’t accelerate this fast… otherwise we’d see more pronounced growth in SNOW.
@ttunguz If you look at OpenRouter as a comp, their recent round based on gross revenue from model serving was like 3/4x current gross revenue - it’s insincere to stack this onto data lake/warehouse revenue and slap a 30x multiple on it.
@jakehalloran1 What makes their $44b in run rate revenue - recurring? It’s all credit consumption with no pre commit, I can simplify switch to OAI or Kimi or Gemini in a couple months if it makes sense
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