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john melissinos keryazo

T2 · manager / operator

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 4 months ago·Joe Lonsdale
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$STANDARD-METRICSStandard Metricsposition

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 Lonsdale2026-04→

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$STANDARD-METRICS
Standard Metrics
HIGHjohn melissinos keryazo·Joe Lonsdale·4 months ago· 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