Together with
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We love it when Rex shares his charts that our shaping the world - it helps us think more clearly about where things are heading.
Here are a few that stood out from his latest:
This may seem slow, but AI adoption is quite a bit faster than prior tech waves like internet and mobile. Naturally, white-collar workers are leading the charge here: 27% report frequent AI use, compared to 9% of blue-collar workers.
We’ve written before about how AI supercharges productivity, meaning companies can do more with less. This was true before AI: here’s a Coatue slide showing the decrease in # of employees per $1M of revenue over time, through the internet and PC eras:
A prior version of “10 Charts” underscored this by looking at the revenue / employee among leading AI companies like OpenAI ($1.5M / employee), Cursor ($3.3M), and Midjourney ($4.1M). But it’s not just startups that are showing impressive efficiency. AppLovin, a woefully under-appreciated business that boasts a $113B market cap, has doubled revenue / employee in recent years, surpassing $1B in revenue while trimming its headcount by 20%.
The fact that ChatGPT has higher daily engagement than Snap signals that it’s more than a Google replacement: it has created a new chat-centric category, a category equally important for answering basic queries (“Who won the big Grammys this year?”) as it is for less objective interactions (“How do I talk to my mom about her divorce?”). It is both search and social.
Together with Delve
SOC 2 that doesn’t suck
There’s a dozen compliance platforms out there - but they don’t understand YOU (at least not like Delve does).
Most give you a checklist and some APIs. All of them will upsell you on every service under the sun. None of them understand what you actually need - helping you get your enterprise deal done.
Delve gets you fully compliant with SOC 2, HIPAA, ISO 27001, and GDPR — in 15 hours or less. And their security experts will get on the Zoom call and help you close your deals. We’re not just a software platform - we’re a partner with a promise.
Need proof?
Lovable: Got SOC 2 in 20 hours
11x: Saved 143 hours and unlocked $2.3M ARR
Bland AI: Got SOC 2 and unlocked $500k ARR in 7 days
Pick the right compliance partner from the start ...
(Plus, they’ll ship you Airpods Pro on us when you get fully-compliant :)
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LINKS
🥵 Should China’s 996 Work Culture be the New Normal for Startup Founders?: Periods of intense work, at least in the early stages, will always be required to be successful, but the danger lies in making it the default setting rather than a tactical choice to be used when needed
🫵 VC Job Opportunities for June: Learning VC shares a list of 23 open offers to join the venture capital world across the globe
🚨 The Long Road to Automating the SOC—Why It’s Time to Shift the Focus to Acceleration: Security Operation Centers (SOCs) are drowning in alerts that AI Agents may be able to automatically resolve and free the human analysts to do more efficient work
🔄 The Shrinking Public Markets, and Rise of Private Liquidity Loops: According to Mostly Metrics, we’ve entered a new era of capital markets, one where private is no longer a stepping stone, but a fully-built out destination
🦄 Age for Exited and Private Unicorns: Ilya Strebulaev’s data shows a trend toward longer unicorn exits with the secondary market providing liquidity without IPOs in addition to volatile public markets and steep valuation discounts discouraging going public
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- Clay
(Founder @ Confluence.VC | GP @ Outlaw)
