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sameer dholakia

T3 · host / generalist

Bessemer VP investor in Anthropic, Fireworks AI, and vertical AI applications; former CEO who took software company public in 2017.

2 calls·2 names·100% bull·last heard 21 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
$FIREWORKS-AIFireworks AIposition

Fireworks AI scaling $100M ARR/month with Meta technologist CEO and ex-Salesforce COO

Fireworks AI is achieving unprecedented growth ($100M ARR per month) by combining deep technical leadership from Meta's ML framework team with world-class go-to-market execution from former Salesforce COO George, positioning it to win the open-model inference market.

Bloomberg Tech2026-07→
2ndmedium conviction
$ANTHROPICAnthropicposition

Anthropic maintains frontier lead despite Chinese open-source competition; IP protection critical

Frontier model providers like Anthropic will continue extending their lead through recursive learning improvements, but need better IP protections against distillation by Chinese competitors to maintain moat.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

2 total
$ANTHROPIC
Anthropic
MEDsameer dholakia·Bloomberg Tech·21 days ago· position
Anthropic maintains frontier lead despite Chinese open-source competition; IP protection critical
Frontier model providers like Anthropic will continue extending their lead through recursive learning improvements, but need better IP protections against distillation by Chinese competitors to maintain moat.
"BUT GENERALLY, WHAT I WOULD SAY ABOUT THEIR MODES, THEY ARE STILL AT THE FRONTIER. THERE IS STILL EXTENDING THE LEAD. WE ARE IN A STAGE OF CURSIVE LEARNING IMPROVEMENTS TO THE MOD…"
39:57
$FIREWORKS-AI
Fireworks AI
HIGHsameer dholakia·Bloomberg Tech·21 days ago· position
Fireworks AI scaling $100M ARR/month with Meta technologist CEO and ex-Salesforce COO
Fireworks AI is achieving unprecedented growth ($100M ARR per month) by combining deep technical leadership from Meta's ML framework team with world-class go-to-market execution from former Salesforce COO George, positioning it to win the open-model inference market.
"THE CEO IS AN INCREDIBLE STRATEGIST, DEEP TECHNOLOGIST, CAME FROM META, WAS LEADING THE TEAM FROM META THAT BUILT THE FRAMEWORK FOR MACHINE LEARNING. SHE RECENTLY BROUGHT IN GEORG…"
42:44