john melissinos keryazo

T3 · host / generalist

Former VC at Spark Capital (6 years), dropped out of Stanford PhD in material science, founded Standard Metrics to automate private market portfolio reporting for 150+ firms and 10,000+ companies.

1 call·1 name·100% bull·last heard 5 months ago·Joe Lonsdale

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Standard Metrics builds network effects and data moats to defend against SaaS apocalypse

Network effects from 10,000 companies and aggregated anonymized benchmarks create defensible moats as AI lowers switching costs for traditional SaaS.

Joe Lonsdale2026-04episode →

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Standard Metrics

HIGHjohn melissinos keryazo·Joe Lonsdale·5 months ago·How AI Agents are Changing Investing· position

Standard Metrics builds network effects and data moats to defend against SaaS apocalypse

Network effects from 10,000 companies and aggregated anonymized benchmarks create defensible moats as AI lowers switching costs for traditional SaaS.

"Yeah. I think that the SaaS apocalypse, like most things, there is there's a lot about it that's correct. And there's certain things that are probably overblown. Um I think that t…"

24:47