Arsham Memarzadeh (@arshammem) 's Twitter Profile
Arsham Memarzadeh

@arshammem

VC at @MeritechCapital

ID: 2422622599

linkhttps://www.meritechcapital.com/ calendar_today01-04-2014 20:04:49

527 Tweet

814 Followers

218 Following

Nicole Quinn (@nik_quinn) 's Twitter Profile Photo

The correlation between speed of shipping new product and company success is close to +1. Never before have I seen such speed of execution as Tyler Denk 🐝 and the team at beehiiv 🐝 🐝 🚀 This AI launch may be the best product announcement yet!!

Arif Janmohamed (@arifj) 's Twitter Profile Photo

Today we are excited to lead Endor Labs' Series A financing. Between their Seed and their Series A, they've raised a total of $70M, with participation from our friends at COATUE, Dell Technologies Capital, S32, and over 30 industry-leading CEOs, CISOs and CTOs.

Alex Kayyal (@alexkayyal) 's Twitter Profile Photo

The cloud industry is going through yet another transformation as we enter the SaaS 4.0 era of cognition. We Lightspeed have expanded our framework & share our thoughts on first principles for what it takes to create a generational SaaS company. More 👇 lsvp.com/expanding-the-…

Faction (@factionvc) 's Twitter Profile Photo

At Faction, no entrepreneur will ever have to answer: "why crypto?" We are fully red-pilled. We're coming out of stealth & announcing the launch of Lightspeed Faction Fund I, a $285M early-stage venture fund dedicated exclusively to crypto 🥷mirror.xyz/faction.eth/ep…

Chainguard ⛓️ (@chainguard_dev) 's Twitter Profile Photo

☀️ ‘Tis the sea-son! 🌊 We’re excited to announce our Series Sea (C) round led by Redpoint, Lightspeed, and IVP. Are you squidding me?! 🤯🐙 We’ve achieved so much in our 2.5+ year journey so far: 🤝 Customers: Partnered with the world’s leading enterprise, security, and

☀️ ‘Tis the sea-son! 🌊

We’re excited to announce our Series Sea (C) round led by <a href="/Redpoint/">Redpoint</a>, <a href="/lightspeedvp/">Lightspeed</a>, and <a href="/IVP/">IVP</a>. Are you squidding me?! 🤯🐙

We’ve achieved so much in our 2.5+ year journey so far:

🤝 Customers: Partnered with the world’s leading enterprise, security, and
Guru Chahal (@guruchahal) 's Twitter Profile Photo

Congratulations Team Chainguard ⛓️ and excited to partner with you in your journey! This is one of the most ambitious platforms at the intersection in security and infra. Fixing the foundations of applications with CVE-free images - that’s an incredible mission. No wonder

Shaun McDonnell (@mcshauno) 's Twitter Profile Photo

Guys. Chainguard is worth every penny. I got to go on a date with my wife last night because I didn't have to remove CVEs from my container images.

Alex Kurland (@atkurland) 's Twitter Profile Photo

After over a decade of friendship and many overlapping investments, it’s a great honor to welcome Arsham Memarzadeh to Meritech Capital. Similar to the values we hold near and dear, Arsham relentlessly supports his entrepreneurs, has an innate passion for technology, and a work ethic

Alex Clayton (@afc) 's Twitter Profile Photo

The pace of growth and demand for AI today is dramatically outpacing the hyperscalers’ revenue during the move to the cloud and SaaS. While the hyperscalers (AWS, Azure, and GCP) were primarily the infrastructure underpinning the move to the cloud, NVIDIA’s ($NVDA) HPC &

The pace of growth and demand for AI today is dramatically outpacing the hyperscalers’ revenue during the move to the cloud and SaaS.

While the hyperscalers (AWS, Azure, and GCP) were primarily the infrastructure underpinning the move to the cloud, NVIDIA’s ($NVDA) HPC &amp;
batuhan the fal guy (@isidentical) 's Twitter Profile Photo

I don’t usually get emotional about milestones, but today feels special. We've just raised our $125M Series C - our third funding round in the past 12 months. In this short time, we've grown from serving just a few hundred customers to empowering millions of developers. We've

Arsham Memarzadeh (@arshammem) 's Twitter Profile Photo

.@FAL has built a one-stop shop for generative media, with a trifecta of highly performant infrastructure, dev tooling, and a marketplace of all the best models. The pace of progress from Burkay Gur @gorkemyurt batuhan the fal guy, and the rest of the team has given me a new

batuhan the fal guy (@isidentical) 's Twitter Profile Photo

one thing people seem to not care (or just forget) in this margin discussion is how lean AI companies are OpEx-wise. Cursor, Lovable, Bolt, all small teams. At fal we crossed $50M run rate with less than 25 (no GTM, only core eng), and $100M with less than 40 people (6 GTM).

Arsham Memarzadeh (@arshammem) 's Twitter Profile Photo

There's been a lot of talk about the relative outperformance of Mag7 vs the broader S&P. How does that trend look in the public software market? Very consistent. Large-cap software has far outperformed the $1-5B bucket. Median returns for companies that had anywhere btwn a $1-5B

There's been a lot of talk about the relative outperformance of Mag7 vs the broader S&amp;P. How does that trend look in the public software market?

Very consistent. Large-cap software has far outperformed the $1-5B bucket. Median returns for companies that had anywhere btwn a $1-5B