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ElevenLabs Is Worth $11B. Here’s Where Its Founder Thinks the Next AI Opportunities Are
Inside ElevenLabs’ moat, growth engine, and the four voice AI opportunities founders and investors should be watching now.
Sep 12
•
Guillermo Flor
13
2
Will AI Kill Humanity?
This week a 27-year-old researcher who spent three years doing pretraining at OpenAI and then Anthropic quit his job, posted a thread that passed 100…
Sep 9
•
Guillermo Flor
16
3
GLP-1s, The New Gold Rush?
The future of medicine looks bright
Sep 8
•
Guillermo Flor
11
2
Sequoia’s Own-vs-Rent Framework: How Companies Are Building Their Own Intelligence
Sequoia just told a room of 80 portfolio founders that owning your AI models down to the weights is no longer a performance sacrifice, it may be your…
Sep 7
•
Guillermo Flor
18
2
AI is creating a Massive Opportunity nobody is talking about
Across 21 of the biggest software companies on earth, including Apple, AWS, Microsoft, and Google, reported critical vulnerabilities never once cleared…
Sep 6
•
Guillermo Flor
16
3
The Doug Leone Playbook
How Fear, a Founder Spec and A Hold-Forever Rule Built 26 Years of Sequoia Returns
Sep 3
•
Guillermo Flor
11
2
What a 2x Unicorn Founder Told Me About Raising and Growing + The Enterprise AI Playbook
I interviewed 2x Unicorn Founder and Glean CEO (7.2B Valuation, backed by Sequoia, +300M ARR) Arvind Jain on the Enterprise AI Playbook. If you're…
Sep 2
•
Guillermo Flor
14
1
2
August 2026
Andreessen Horowitz Machine Age Fund
The exact thesis, the hard numbers, and the founder profile they are writing checks to
Aug 30
•
Guillermo Flor
17
2
How Sam Altman Built OpenAI by Betting on the Impossible
How OpenAI Survived 4.5 Years with No Product, Money or Customers
Aug 24
•
Guillermo Flor
14
1
Why I Invested in Apollo Atomics
Gigawatt-scale nuclear takes more than 10 years and roughly $20 billion to build, while AI data centers are hitting utility interconnection queues that…
Aug 22
•
Guillermo Flor
13
1
How Glean founder built Two Unicorns in 12 Years
Every enterprise search product before Glean had “universally failed,” and Arvind Jain was cold-DMing strangers on LinkedIn who wouldn’t give him 30…
Aug 12
•
Guillermo Flor
16
1
Ken Griffin on the future of AI
Ken Griffin puts a number on the scariest risk in tech: if the US loses access to Taiwan’s chips, GDP falls 8% in six months, a great depression in the…
Aug 3
•
Guillermo Flor
16
1
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