Raghu Raguram

“What we have seen over the last three years is the steady increase of the capabilities of the models, where the model is no longer the bottleneck... Now the bottleneck is all what I call south of the model.”

“The best founders — and of course Jensen is the Michael Jordan of this — they think the entire ecosystem right from the get-go before they start designing the chip.”

“The ChatGPT app has a billion weekly actives.”

“One of our investments, H, was started by two founders in the Aquinas. But if you go watch one of their offices, you see the experienced people as well. So it's ideal combination here.”

“Patrick Carlson remarked a few years ago, said, hey, it feels like there's less younger founders today in the way that Zuck, in college, building next Facebook or Gates, in the same way with Microsoft.”