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Saam Motamedi

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  1. 20VC with Harry Stebbings1h 8m

    Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177

    Saam Motamedi, Harry Stebbings

    Greylock partner Sam Altman describes the current AI investment landscape as a valuation dislocation where seed and Series B rounds reach hundreds of millions of dollars, driven by corporate strategic investors prioritizing cloud partnerships over financial returns. Despite these frothier conditions, the firm maintains a thesis focused on backing iconic founders in large markets, arguing that AI will disrupt SaaS fundamentals to create a new wave of giants rather than signaling the end of the industry. This strategy involves accepting premium entry prices for top-tier teams while shifting focus from general-purpose model layers to specific application integrations that offer immediate defensibility.