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Mamoon Hamid

๐Ÿ‘ค Person
438 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

Yeah. I think we will hopefully never talk to a customer support agent ever again. Like someone you call for the airlines, like, you know, help me with my flight and get upgraded or I need to change my seat or can you cancel it because I can't go. You know, the bank, things of that ilk that you still scratch your head, why am I still doing this?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

And it will happen, you know, hopefully just like you provide a text message and it gets resolved on the back end and it's all being done by agents talking to agents and stuff like that happening. I hopefully think the world will have a way better customer support experience. Please hold.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

And it will happen, you know, hopefully just like you provide a text message and it gets resolved on the back end and it's all being done by agents talking to agents and stuff like that happening. I hopefully think the world will have a way better customer support experience. Please hold.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

And it will happen, you know, hopefully just like you provide a text message and it gets resolved on the back end and it's all being done by agents talking to agents and stuff like that happening. I hopefully think the world will have a way better customer support experience. Please hold.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

You know, I was on a call yesterday with one of my CEOs and he said, hey, can you hold on for a second? I said, sure. I got hold music from my CEO. You got hold music? From one of my CEOs.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

You know, I was on a call yesterday with one of my CEOs and he said, hey, can you hold on for a second? I said, sure. I got hold music from my CEO. You got hold music? From one of my CEOs.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

You know, I was on a call yesterday with one of my CEOs and he said, hey, can you hold on for a second? I said, sure. I got hold music from my CEO. You got hold music? From one of my CEOs.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

There's a lot of time being spent on a lot of the middle layer between the foundation models and the applications. And I think in the middle layers, middleware, things that allow you to use those models better, faster, cheaper, and build applications on top. So if you think the application at the top of the pyramid, the foundation model at the bottom of the pyramid, you know, pyramid.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

There's a lot of time being spent on a lot of the middle layer between the foundation models and the applications. And I think in the middle layers, middleware, things that allow you to use those models better, faster, cheaper, and build applications on top. So if you think the application at the top of the pyramid, the foundation model at the bottom of the pyramid, you know, pyramid.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

There's a lot of time being spent on a lot of the middle layer between the foundation models and the applications. And I think in the middle layers, middleware, things that allow you to use those models better, faster, cheaper, and build applications on top. So if you think the application at the top of the pyramid, the foundation model at the bottom of the pyramid, you know, pyramid.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

In the middle, you've got middle layer. There's a lot of new technologies emerging that allowed it, for example, to capture vector databases or waits for fine tuning of models inside of vector databases and things of that ilk. There's just a lot going on there. At the same time, some of the value seems fleeting in nature.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

In the middle, you've got middle layer. There's a lot of new technologies emerging that allowed it, for example, to capture vector databases or waits for fine tuning of models inside of vector databases and things of that ilk. There's just a lot going on there. At the same time, some of the value seems fleeting in nature.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

In the middle, you've got middle layer. There's a lot of new technologies emerging that allowed it, for example, to capture vector databases or waits for fine tuning of models inside of vector databases and things of that ilk. There's just a lot going on there. At the same time, some of the value seems fleeting in nature.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

I think in early innings, when things are in such high degree of change, so the rate of change is so high, there is a lot of that investing that happens. I feel like perhaps it's a little over invested.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

I think in early innings, when things are in such high degree of change, so the rate of change is so high, there is a lot of that investing that happens. I feel like perhaps it's a little over invested.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

I think in early innings, when things are in such high degree of change, so the rate of change is so high, there is a lot of that investing that happens. I feel like perhaps it's a little over invested.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

I don't. It's a bit like the hyperscalers thinking they can do everything and they've decided that that's a great business model is to own the electricity and then just charge for by the hour or the kilowatt hour. That's a pretty darn good business model for the hyperscalers that provide the models and opening eye.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

I don't. It's a bit like the hyperscalers thinking they can do everything and they've decided that that's a great business model is to own the electricity and then just charge for by the hour or the kilowatt hour. That's a pretty darn good business model for the hyperscalers that provide the models and opening eye.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

I don't. It's a bit like the hyperscalers thinking they can do everything and they've decided that that's a great business model is to own the electricity and then just charge for by the hour or the kilowatt hour. That's a pretty darn good business model for the hyperscalers that provide the models and opening eye.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

I was at opening eye maybe a month ago and we're going through all these demos of cool products that are coming out like O1 and Strawberry. and realize that their positioning is we can't do everything. We're a 1600 person company. We can't build the application layer stuff that we want you guys to build or your companies to build.