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Sebastian Siemiatkowski

๐Ÿ‘ค Speaker
1197 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

That makes no sense.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

And I feel currently, it's more likely that Claude provides me like,

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

less biased.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

It's trying less to please me.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

And I think if you're building a product open AI, the risk is you becoming into the pleasing because I think a lot of people like that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

And I would, I mean, I understand if I would use AI for entertainment, then also I want to be like, I want to be entertained.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

I want to feel pleased.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

I want to feel happy.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

I want to feel, you know, it's a different product.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

See what I mean?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

It's just a different thing you're looking for.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

And I have less interest in that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

I have more interest in somebody telling me you're totally off.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

Don't do that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

So it would rather be anthropic?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

I didn't look at the valuation.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

No, I have changed my mind on software, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

So I think that software is getting much more risky and it's much more unclear what the future of SaaS is.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

So we, for example, made a big, Flat made a big investment in Defensor, which is like a military arms, you know, type of thing, not arms, but military defense.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

And that's very much like not, you know, there's some drones in there and there's stuff like that, but it's not, it's very different.