arun

T2 · manager / operator

Arun has been at Accel for 15 years, focusing on infrastructure, cybersecurity, and applied AI applications. He leads the firm's thinking on agentic workflows, developer tools, and global AI investment across Silicon Valley, London, and Bangalore.

8 calls·8 names·100% bull·last heard last month·Sourcery VC

track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company

1sthigh conviction

$CYERACyeraposition

Cyera evolved from data security to AI security leader, now highest-valued private security co

Cyera pivoted from data security to AI security as data became the fuel for AI; Accel co-led Series A, led Series B and D, backing founder Yoav's unique grit and sales ability, now the highest-valued private security company riding the AI security tailwind.

Sourcery VC2026-07→

2ndhigh conviction

$SUPERBASESupabaseposition

Supabase growing 350% at scale as default database for AI agents

Supabase has become the default backend database for AI agent workflows, growing 350% at hundreds of millions ARR with 9M developers (up from <1M), driven by AI-optimized developer experience that makes it the preferred choice for agents like Claude Code and Codex.

Sourcery VC2026-07→

3rdhigh conviction

$CURSORCursorposition

Cursor is a choke point for agentic workflows and tool recommendations

Cursor sits at a critical choke point where AI agents make decisions about downstream workflow creation and tool recommendations, making it a primary beneficiary of the agentic shift in software development.

Sourcery VC2026-07→

most discussed · click a bar to filter

recurring themes

8 total

$CYERA

Cyera

HIGHarun·Sourcery VC·last month· position

Cyera evolved from data security to AI security leader, now highest-valued private security co

"As AI has taken off, data security has evolved into AI security because data is the fuel for AI and so, they're actually one of the ... I think they're the highest valued private…"

37:07

$LOVABLE

Lovable

MEDarun·Sourcery VC·last month· position

Accel led early investment in Lovable as agentic application layer bet

Lovable represents the application layer of the agentic shift, where AI agents drive downstream tool creation; Accel's conviction was emboldened by seeing interconnected adoption curves across Supabase, Linear, and Cursor.

"At the early stage, we've been the early initiating investor in companies like Lovable, Decagon, Scale, Gamma. ... that gave us the conviction with our partners Ben Fletcher and G…"

33:14

$LINEAR

Linear

MEDarun·Sourcery VC·last month· position

Linear seeing spike in workspaces as agentic workflow choke point

Linear is experiencing a spike in workspace creation driven by agentic workflows, positioning it as a choke point for project management in the AI-driven development stack.

"I had been in a linear board meeting the week before and we saw the spike in workspaces being created. And we sort of like between the two of us, this didn't catch on, but we star…"

32:43

$CRWD

···

CrowdStrike

MEDarun·Sourcery VC·last month

CrowdStrike a primary platform beneficiary of AI security tailwind

CrowdStrike is one of the few security platforms that will accrue most value in the AI era by natively incorporating AI security (e.g., Mythos) into its platform, with stock already reflecting the tailwind over the last six weeks.

"Just look at CrowdStrike stock price over the last six weeks. It actually is such a tailwind behind a lot of these companies especially if you can be the platform that incorporate…"

35:48

$SUPERBASE

Supabase

HIGHarun·Sourcery VC·last month· position

Supabase growing 350% at scale as default database for AI agents

"That's growing 350% at hundreds of million dollars of scale, and they have virtually no sales people. It's all inbound. ... crossed 9 million developers you know, last week. When…"

27:55

$CURSOR

Cursor

HIGHarun·Sourcery VC·last month· position

Cursor is a choke point for agentic workflows and tool recommendations

"Cursor as a choke point for downstream workflow creation and downstream tool recommendation. Um that probably emboldened us to make our second investment in Cursor."

33:48

$VERCEL

Vercel

HIGHarun·Sourcery VC·last month· position

Vercel compounding as AI-era deployment layer for agentic workflows

Vercel is a developer-first platform benefiting from the same AI-optimization dynamic as Supabase — agents default to tools with the best developer experience, making Vercel a key choke point for frontend deployment in agentic workflows.

"Fortunately, we were already early investors in Vercel. So, at that time it had been a huge beneficiary and we've continued to invest over and over again in Vercel. ... it's actua…"

31:23

$ANTHROPIC

Anthropic

HIGHarun·Sourcery VC·last month· position

Accel deploying sizable growth capital into Anthropic as definitional AI lab

Anthropic is one of the iconic breakout AI companies where Accel is reflecting conviction through really sizable growth-stage investments, viewing it as a definitional company of the AI era.

"At the growth stage, we've reflected our conviction in some of the iconic breakout AI companies in terms of some really sizable investments. So just as an example, across companie…"

13:08