Everett Randle

“My first investment at Kleiner was SpaceX at $100B+, which then 'reborn' via Starlink — the majority of SpaceX's business today is consumer broadband, not launch.”

“All of the golden rules of the past that defined like the spreadsheet investing era are all gone. And actually, the most popular companies and categories are almost the inverse of all these golden rules.”

“The long-term pricing power of frontier labs (Anthropic, OpenAI) depends on one binary: does recursive self-improvement (RSI) happen, creating 'geniuses in a data center,' or do capabilities hit a ceiling while open source distillation closes the gap to 95%?”

“General Catalyst and Andreessen Horowitz, those are alternative asset managers because they have so many products. You know, many of these places have like... General Catalyst is still has a venture product and they also have a growth product and they also have a debt product.”