Which SaaS Companies Will Survive Anthropic and OpenAI? | Tim Guleri, Sierra Ventures
The Neon Show
- Published
- October 1, 2026
- Duration
- 1h 10m
- Summary source
- description
- Last updated
- Oct 4, 2026
Discusses openai, anthropic.
Summary
Tim Guleri has spent 25 years in venture capital. Before that, he built companies with $3.8B in combined exits. And before that, he was a Punjabi guy selling Bibles door to door in the US.In this episode, we go deep into AI, venture capital, fundraising, SaaS, Silicon Valley and how great investors actually make decisions.We discuss the Gatorade Rule for …
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Show notes
Tim Guleri has spent 25 years in venture capital. Before that, he built companies with $3.8B in combined exits. And before that, he was a Punjabi guy selling Bibles door to door in the US.In this episode, we go deep into AI, venture capital, fundraising, SaaS, Silicon Valley and how great investors actually make decisions.We discuss the Gatorade Rule for equity, why Airtable sold for 2x, why 9–5 fails in Silicon Valley, why revenue durability matters more than hyperspeed growth, why Tim still op
Themes
- openai
- anthropic