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saam motamedi

T2 · manager / operator

Leads early-stage investing in AI, cybersecurity, and fintech at Greylock; backed Airbnb, Facebook, and early AI leaders like Base10 and Crust AI; currently deploying Fund XVIII across model, infrastructure, and application layers.

5 calls·5 names·80% bull·last heard 25 days ago·Bloomberg Tech
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
$ANTHROPICAnthropicposition

Greylock backs Anthropic as full-stack AI leader with fastest-growing revenue in history

Anthropic is a full-stack AI company with significant and rapidly growing revenue from first-party products like Claude Code and Claude Tag, not just model licensing; Greylock invested in Series F and later rounds.

Bloomberg Tech2026-07→
2ndhigh conviction
$GREYLOCKGreylock Partnersposition

Greylock raises $1.5B 18th fund targeting AI, cybersecurity, fintech across three layers

Greylock's 18th fund will invest across model, infrastructure, and application layers, betting the AI wave is 1-2 years post-iPhone moment with defining companies yet to start; they see an agent cloud infrastructure emerging and a proliferation of agentic applications.

Bloomberg Tech2026-07→
3rdmedium conviction
$OPENAIOpenAI

Saam Motamedi calls OpenAI a full-stack AI leader with major product revenue and pipeline

OpenAI, alongside Anthropic, operates as a full-stack AI company with significant revenues from first-party products and significant new model releases coming in the next months.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

5 total
$OPENAI
OpenAI
MEDsaam motamedi·Bloomberg Tech·25 days ago
Saam Motamedi calls OpenAI a full-stack AI leader with major product revenue and pipeline
OpenAI, alongside Anthropic, operates as a full-stack AI company with significant revenues from first-party products and significant new model releases coming in the next months.
"IT AND OPENAI ARE FULL STACK AI COMPANIES. WE DO NOT KNOW WHAT IS COMING OUT FROM ANTHROPIC AND OPENAI IN THE COMING MONTHS. IT HAS BEEN REPORTED THERE ARE SIGNIFICANT NEW RELEASE…"
39:35
$ANTHROPIC
Anthropic
HIGHsaam motamedi·Bloomberg Tech·25 days ago· position
Greylock backs Anthropic as full-stack AI leader with fastest-growing revenue in history
Anthropic is a full-stack AI company with significant and rapidly growing revenue from first-party products like Claude Code and Claude Tag, not just model licensing; Greylock invested in Series F and later rounds.
"I THINK BOTH ANTHROPIC AND OPENAI HAVE MULTIPLE MODES. THEY HAVE SIGNIFICANT REVENUES. THESE ARE THE FASTEST GROWING COMPANIES IN HUMAN HISTORY. THE REVENUES ARE NOT JUST ON THE B…"
38:59
$RESOLVE-AI
Resolve AI
MEDsaam motamedi·Bloomberg Tech·25 days ago
Resolve AI's agentic on-call engineers adopted by Coinbase, DoorDash, Fireworks
Agentic AI is delivering real enterprise value today; Resolve AI builds agents that handle production incidents autonomously, eliminating middle-of-the-night wake-ups for engineers at major tech companies.
"RESOLVE AI BUILD AGENTIC ON-CALL ENGINEERS. COINBASE, DOORDASH, FIREWORKS, ENGINEERS DO NOT HAVE TO WAKE UP IN THE MIDDLE OF THE NIGHT WHEN THERE IS AN INCIDENT BECAUSE THE RESOLV…"
36:02
$GREYLOCK
Greylock Partners
HIGHsaam motamedi·Bloomberg Tech·25 days ago· position
Greylock raises $1.5B 18th fund targeting AI, cybersecurity, fintech across three layers
Greylock's 18th fund will invest across model, infrastructure, and application layers, betting the AI wave is 1-2 years post-iPhone moment with defining companies yet to start; they see an agent cloud infrastructure emerging and a proliferation of agentic applications.
"WE THINK OF IT AS THREE LAYERS AND WILL INVEST IN ALL THREE. WE SEE NEW COMPANIES GETTING BUILT AROUND NEW DATA DOMAINS AND APPROACHES. THERE IS A BIG OPPORTUNITY IN INFRASTRUCTUR…"
35:09
$MOONSHOT-AI
Moonshot AI
MEDsaam motamedi·Bloomberg Tech·25 days ago
Greylock's Saam Motamedi calls Kimi K3 impressive but market reaction premature
Kimi K3 shows impressive efficiency techniques at 2.8B parameters and strengthens the open-source ecosystem, but benchmarks are imperfect and the cost debate misses the point by focusing on token cost rather than task cost; the model uses more tokens per task than OpenAI/Anthropic equivalents.
"I WOULD START BY SAYING IT WAS AN AMAZING RELEASE YESTERDAY. LARGEST TO BE RELEASED, 2.8 BILLION PARAMETERS. THEY SHOWED A LOT OF INTERESTING TECHNIQUES FROM AN EFFICIENCY PERSPEC…"
36:40