Saam Motamedi
speaker
1,486 appearances
3 recordings
2 series
first heard Dec 2025
last heard 14 Jul
Saam Motamedi’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Dec 2025 with 2.
Appearances
But yeah,
Yeah, I think the difference with AI is the size of the prize, especially when you're automating labor and you're shifting these labor dollars to software and technology dollars, is so dwarfed, or so dwarfs prior software categories, that I think you can have more winners that can get larger much faster.
And I'll give you just two examples.
In the customer support category, we led the initial round in Cresta.
Cresta is north of $100 million in ARR, growing very quickly, doing customer support AI.
There's at least two other significant companies in that category, maybe more, at similar revenue scale.
And I think multiple companies in that category will get to a billion of ARR in the coming years.
And the reason for that is just AT&T alone spends a billion dollars a year in contact center spend.
And you extrapolate that across all enterprises, you think about what's addressable.
Absolutely.
So for us, the North Stars, we want to back the most important companies of this era.
And we think some of those companies require much more significant checks when they get started because of the people who are starting them, the ambitions, the opportunities.
So as one example, 21 years ago, we backed Palo Alto Networks when it got started, got started in our offices.
I think that company today is almost at $300 billion in market cap.
When we wrote the initial check, I think it was a $250,000 initial check.
Wow.
Fast forward, the founder of that company, Nir Zook, left Palo Alto last year.
He started a new company with Greylock.
That company is called PsyLake.
It's building a really new, important cybersecurity platform.
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