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
Mamoon Hamid
And I think ultimately the margins, just like if you look at 20 years later of AWS, how great of a business that is, that standalone basis would be a top four enterprise software company. Same with Google Cloud. So that's a great business over time. And then you look at the LLMs. So if you're just providing tokens, is that a great business?
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