Arun Mathew
Arun Mathew is a partner at Accel who joined the firm in 2009 and leads growth-stage investments in enterprise, security, and infrastructure markets. Based in the Bay Area, he focuses on late-stage deals across AI, cloud/SaaS, and cybersecurity sectors. His notable investments include Anthropic, Supabase, 1Password, PagerDuty, Qualtrics, Tenable, Freshworks, and Webflow, and he holds board positions at companies including 1Password, G2, and Supabase.
“Accel believes top-quartile late-stage funds will now match top-quartile early-stage outcomes in the current AI cycle”
“AI coding tools like Claude and Codex now recommend backend products, creating a new choke-point dynamic where the best developer experience wins algorithmically.”
“A few trusted platforms — Cyera, CrowdStrike, and Palo Alto Networks among them — [will] accrue most of the value as the attack surface expands.”
“"When you're sitting in a room of tight-knit investors that are all working on similar companies, seeing the same trends in their adoption curves, it gives us a more holistic view on like where else should we go be really aggressive."”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.