Alex Wilhelm

speaker

67,402 appearances 274 recordings 1 series first heard Sep 2024 last heard 19 Aug

Alex Wilhelm’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 108 in all, peaking in Oct 2025 with 15.

Appearances

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This Week in Startups · Why the most expensive Seed deals are the cheapest | E2299 · 10 Jun 2026 podcast

So I'm curious, what are you seeing in terms of uh inbound MA interest or founder interest in outbound uh MA interest? voice-verified

from your own portfolio. voice-verified

I know you were only on fun two, but I think it's actually a a useful kind of time frame. voice-verified

A half decade is a long time in the AI era page. voice-verified

Are you seeing just aggregate growth rates for your portcoats at the same stage over time increase? voice-verified

Because it feels like from watching these companies that they've okay, tell me about that. voice-verified

Just to be clear, you're saying that if you have a three X a year behind you and you go into raise a series A, you're kind of middle of the pack? voice-verified

Wow. voice-verified

All right. voice-verified

Tomaz, back in the SaaS era, if you came to NUVC with the 3X trailing result and your cash burn wasn't, you know, pre-IPO box, people would literally roll out a wheelbarrow full of hundred dollar bills. voice-verified

Um, why why are expectations up so much higher than they used to be? voice-verified

And is it a sustainable level of growth? voice-verified

Or are we in kind of a moment in time in which technology is shifting enough that we're gonna get a a particularly voice-verified

strong crop of startups, but this won't be the case in say five years. voice-verified

All right, we're gonna get into more about the the the realm of of corporate AI spend in a minute, but I wanna go back to what you said about these startups are able to sell to the AI labs and therefore drive, you know, a a low eight faker contract, dramatically increasing their growth rate. voice-verified

That makes me slightly worried. voice-verified

And I'm not a person I voice-verified

Okay, but I I do hear from some people that raise quick successive rounds that they weren't looking to raise, but they went ahead and did it anyways. voice-verified

So so Michael, when you're kind of worrying about dilution versus maybe capital that accelerate that already impressive growth rate, where do you kind of come down on the advice side of things? voice-verified

I mean, I would sell six percent of my company for seventy five million dollars. voice-verified

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