Who Wins in the Next Decade of VC | Margin and Price Matter Less in a World of AI | Sameer Dholakia

Sameer Dholakia is a Partner @ Bessemer, the first that has just raised $5.75BN across a $1.75BN seed fund and $4BN growth fund. Sameer has led investments into the likes of Anthropic, Fireworks and Legora to name a few. Prior to venture, Sameer was the CEO of SendGrid, taking it from $30M in ARR to over $200M. ----------------------------------------------- Timestamps: 00:00 Intro 00:59 Why AI Is a Bigger Supercycle Than Cloud and the Internet 04:41 How Bessemer Underwrote Anthropic at a $15BN Valuation 07:37 Why Anthropic Was Bessemer’s Lowest-Voted Deal 08:44 Do Open Models Threaten Fron