Technology investor at Meritech.
Joined December 2008
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AI has already had profound (mostly negative so far) impacts to B2B workflow software.
The impact of personal AI agents to online consumer technology will dwarf it by miles.
Excited to be in business with @cognition !
Excited to be backing @ScottWu46, @russelljkaplan, and the rest of the brilliant @cognition team in their Series E.
Coding agents are the fastest growing market in AI, and Devin is leagues ahead in asynchronous work driven by their cloud agents primitive. And best part is they’re just getting started.
Not all software companies are dead (yet!).
Six of the top 10 public software companies by market cap are larger today than they were on their highest single trading day of the ZIRP era.
With the battle for knowledge work playing out across various constituents, every application company should ask itself:
"What product would I build if I could run inference 24/7 on behalf of my customers"
Meritech is excited to partner with @asingla77 and the Lumilens team — enabling AI clusters to start talking at the speed of photons ⚡️.
wsj.com/tech/startup-raises-…
