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Tim Guleri

Tim Guleri

Managing director of the Sierra Ventures Management, LLC

Oct 1, 2026

47:22
Yeah.
47:23
You have to double-click, uh, and look at churn numbers and, and land and expand and whether the, you know, the, the, the total contract value is growing up over time.
47:32
So the durability of the revenue actually is much more important.
47:36
And the, the, the, the, the TAM into which, you know, the total market size into which that entrepreneur is, or the company is innovating.
47:44
So, um, uh, I do agree that, uh, AI, um, has changed the slope, uh, uh, of, of growth expectation on what a, uh, a top decile company needs to look like to attract the best capital.
48:02
So that's a true statement.
48:04
But I don't think that that number is, you know, zero to 100 in, in nine months.

19 MINS LATER

66:54
It was 20 years back.

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