“I think a billion dollar valuation is the new series a. And you're like, woah Harry, woah woah kiddo, calm down, listen to the facts. We used to do a 50,000,000 post and hope it would become a 20 x without dilution, blunt. Now, you enter at a billion and you hope it becomes 20.”
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Median Series A entry valuation reaches or exceeds $1 billion, replacing the historical $50M-$100M range as the standard.
Alex Atala predicts the AI market will grow 10-15x annually over the next four years.
Harry Stebbings predicts OpenRouter will make a decision on staying private or selling to Stripe within a couple of weeks.
Alex Atala predicts China will develop competitive AI chips within approximately six months.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
Harry Stebbings predicts Fireworks could become a $500 billion company.
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