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karri saarinen

T2 · manager / operator

Former principal designer at Airbnb and first designer at Coinbase. Founded Linear in 2019, building a developer-focused issue tracking tool. Advocates for slow hiring, quality over speed, remote work, and 40-hour weeks.

3 calls·3 names·100% bull·last heard 5 months ago·Kleiner Perkins
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
$LINEARLinearposition

Linear compounds efficiently: ~$80M raised, default alive since year 2, doubling revenue yearly

Linear has raised only ~$70-80M across three rounds, reached default alive within two years, and doubles revenue annually with a tiny team (120 people at $10-15M ARR at Series B), prioritizing employee upside via measured valuation growth over momentum fundraising.

Kleiner Perkins2026-04episode →
2ndhigh conviction
$SEQUOIASequoia Capitalposition

Sequoia chosen for seed and Series A for patient capital and founder alignment

Karri Saarinen selected Sequoia for Linear's first two rounds because they align with a long-term, patient approach and don't pressure for markups; he deliberately chose a less experienced partner who would work harder to prove herself.

Kleiner Perkins2026-04episode →
3rdhigh conviction
$ACCELAccelposition

Excel led Series B and C for patient, long-term orientation

Linear chose Excel for Series B and C because they are a large, established firm that doesn't care about markups and simply wants the company to be best-in-class in its market.

Kleiner Perkins2026-04episode →

most discussed · click a bar to filter

  • $LINEAR
  • $SEQUOIA
  • $ACCEL

recurring themes

  • Venture Capital1
  • SaaS Business Models1
  • Enterprise AI Adoption1
  • Developer Tools1
3 total
$LINEAR
Linear
HIGHkarri saarinen·Kleiner Perkins·5 months ago·From Airbnb to Linear: How Karri Saarinen Redefined Product Design· position
Linear compounds efficiently: ~$80M raised, default alive since year 2, doubling revenue yearly
Linear has raised only ~$70-80M across three rounds, reached default alive within two years, and doubles revenue annually with a tiny team (120 people at $10-15M ARR at Series B), prioritizing employee upside via measured valuation growth over momentum fundraising.
"After two years. So we we haven't never really spent money. So all that money we raised we still have it... we've been roughly just doubling every year... we kind of like moving u…"
11:27
$SEQUOIA
Sequoia Capital
HIGHkarri saarinen·Kleiner Perkins·5 months ago·From Airbnb to Linear: How Karri Saarinen Redefined Product Design· position
Sequoia chosen for seed and Series A for patient capital and founder alignment
Karri Saarinen selected Sequoia for Linear's first two rounds because they align with a long-term, patient approach and don't pressure for markups; he deliberately chose a less experienced partner who would work harder to prove herself.
"we did the seed with Sequoia and then we did the series A with Sequoia so we could kind of like manage the dilution and also the process is kind of easier... on Sequoia, I think I…"
21:45
$ACCEL
Accel
HIGHkarri saarinen·Kleiner Perkins·5 months ago·From Airbnb to Linear: How Karri Saarinen Redefined Product Design· position
Excel led Series B and C for patient, long-term orientation
Linear chose Excel for Series B and C because they are a large, established firm that doesn't care about markups and simply wants the company to be best-in-class in its market.
"we did the B with Excel and then the C with Excel so we kind of like double double down on both of them... I think both of them just want that the company is like best in class ki…"
19:28
9
Venture Capitaltailwind
Fundraising as alignment tool: patient capital, small boards, operator vs investor trade-offs
Karri advocates raising only when on the cusp of a clear next step, selecting investors for value alignment (long-term view, no markup pressure) over brand, keeping boards lean with pure investors who know their place, and using angels/operators off-board for tactical help.
8
SaaS Business Modelstailwind
Linear's efficient growth playbook: double revenue yearly with half the headcount
Linear demonstrates a capital-efficient SaaS model: 3→5→10→20→120 people while doubling ARR each year ($1M→$5M→$10-15M→...), staying default alive, and delaying hires until design/engineering bandwidth visibly breaks.
8
Enterprise AI Adoptionmixed
AI collapses PM/design/engineer roles but quality demands reflection, not just speed
AI gives every role code access, blurring traditional swim lanes; however, Karri argues the winning teams will still separate exploration (designers in Figma/Canvas) from production (engineers reviewing agent output) and will pause to reflect on feedback rather than ship continuously.
7
Developer Toolstailwind
Linear expands from eng-only to product-customer loop via Salesforce integration
Linear is moving beyond pure issue tracking by ingesting Salesforce notes and customer requests, closing the feedback loop between sales/customers and product teams so engineers see raw voice-of-customer without PM translation loss.