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Ali Rohde
This Abram Brown piece captures something I'm seeing everywhere: Tools like Claude Code are giving founders way more agency. For many, it's a reminder of the old days when they were ICs or running tiny companies. To be clear, this is not every founder. But those that were already hands on, in the weeds, in the codebase have just been handed Thor's Hammer.
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Puneet Suri
Waymo's fund raise is at an valuation of ~$125B; Uber trades around ~$150B market cap! Waymo operates in a handful of U.S. cities but Uber operates globally...I am always fascinated by technology disrupting profit pools of an industry. Infact we cover it deeply in The VC Academy program that we run (https://lnkd.in/gCwRYcmF). Autonomous vehicles are supposed to be the disruptors of the car-hire story in USA. Capital markets are pricing where future margin will live. If autonomy scales in the U.S., the profit pool shifts to autonomy stack. That explains the low gap in valuations. Valuation moves first, always - operational reality later on. But there’s a second shift also geographic- from Uber's perspective. India will not, probably ever, have autonomous vehicles given our roads, road management and civil sense! Uber model will remain robust. Uber's share price durability may come from India kind of markets. #asisa
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Varun Anand
I'm thrilled to share that Clay is one of 6 companies to join OpenAI’s new Frontier program. Tomorrow's best companies will run on AI across every function. Clay is already the creative tool powering growth teams at Cursor, Ramp, Figma, and OpenAI itself. Now we're making that same power available to enterprises through OpenAI's new platform. This partnership will allow us to help more companies use OpenAI's models for growth, sales, marketing, and RevOps workflows to find and expand their best customers. Here are some ways Clay and OpenAI help GTM teams use AI to grow together: - RevOps and GTM engineering teams can turn their CRM into a living entity: one that automatically refreshes, dedupes, and surfaces accounts that are ready to buy - Sales teams can score companies showing buying signals, pull verified contacts, generate personalized messaging, and sync everything to their CRM. - Marketing teams can build targeted audiences and ship relevant creative campaigns, from ads to landing pages to email I'm grateful to be building the future of GTM alongside OpenAI and this incredible group of companies -- Harvey, Sierra, Abridge, Ambience, and Decagon Learn more about OpenAI's Frontier Partner Program here: clay.link/kp6KIJy
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Neil Tewari
The hottest role in AI startups right now isn’t Forward Deployed Engineers. It isn't GTM Engineers. It’s Deployment Strategists. Decagon calls it an “Agent Product Manager.” Harvey calls it a “Solutions Architect.” Palantir Technologies has had versions of this role for years. And the salaries are climbing fast: - Decagon: $200k–$285k - Palantir Technologies: $120k–$200k - Figma: $150k–$260k - Ramp: $100k–$180k - Harvey: $190k–$260k So who are these people? They are usually pseudo-technical -- CS or engineering majors, or folks with technical work experience. Many come from 2 years in consulting, IB, or PE, then jump into startups to get their hands dirty. They are young, hungry, polished, and comfortable being in front of customers. What do they actually do? They make sure enterprise AI deployments succeed. A $100k+ deal does not survive on a nice pitch or a self-serve onboarding flow. It survives if the customer sees value in the pilot. That means: - Embedding directly with the customer - Designing prompt logic for specific workflows - Working with engineering to align integrations and data flow - Helping exec teams define their AI roadmap - Running feedback loops into product and GTM Why does this role matter so much? Because enterprise AI is messy. Integrations, data transfer, and adoption make or break a deal. Most buyers are using AI for the first time, and each has unique workflows. Deployment Strategists bridge that gap. They own the outcome. They are accountable for making pilots successful, which often means millions in revenue down the line. At Conversion, Sam Bochner has been leading this work for us. We are now thinking about scaling it into a full team. Because a few successful pilots can fund an entire department, and the cost of failed deployments is too high to ignore. Is this just a rebrand of customer success? Not really. Success is about answering tickets and renewals. Deployment Strategy is about going deep with a few enterprise accounts, extracting maximum value, and ensuring the pilot closes into a multi-year contract. Call it Agent PM, Solutions Architect, or Deployment Strategist. Whatever the title, this is becoming one of the most important roles in AI SaaS.
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