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  1. Sourcery with Molly O'Shea1h 12m

    Why a16z Bet $15 Million on THIS Controversial Startup

    Bryan Kim, Roy Lee, Molly O'Shea

    Brian Kim secured a $15 million investment in Cluely by leveraging a "momentum as a moat" strategy that prioritizes velocity and personal rapport over traditional fundraising pitches. His investment thesis for the AI era emphasizes rapid scaling and efficiency, as evidenced by his high-velocity deals with 11 Labs and Function Health while navigating regulatory headwinds regarding deepfakes. Kim argues that the current technology landscape requires building "in the plane as it falls," with companies achieving profitability through smaller teams and massive growth trajectories.