Decagon

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• TLS certificate transparency 6 signals · latest 2026-07-26
• investor_commentary 1 signal · latest 2025-10-22

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• bullish endorsement Unattributed

  You know, two that we call out, one on the cost side, for example, Chime has reported that they've reduced their cost to serve by over 10% a year for the last four years. You know, compounded, we're talking about almost a 50% reduction in cost to serve. You know, happily supported by one of our portfolio companies, Decagon.

• bullish endorsement Unattributed

  one of the most uh impressive founders i've worked with in a really long time like just a complete he's incredible at hiring incredible at execution highly strategic morphed into a very commercial person i mean when i met him um he was at open ai as a researcher right uh and i actually met him because i think he reached out to me on linkedin and said um hey i was you know i'm working at this lab at berkeley and i joined open ai like eight months ago and this is when nobody was doing generative a

• bullish endorsement Unattributed

  various tasks for you and agents spawning up like in the agentic world that's a very bad strategy potentially i'm so uh i'm so bullish on apple making a big ai purchase i think they should just take out whatever llm doesn't break you know stay in the top three they should just take out

• mixed assessment Unattributed

  interesting question because if you look at search as an analog and i don't think it's the correct analog right but if you look at it as an analog basically google ended up paying apple tens of billions of dollars a year to use that search instead of developing its own and it was all margin right you'd have to hire old engineers you'd have to implement all this stuff you literally got paid money to just distribute somebody else's search effectively it seems like that's the path that's been taken

• bullish prediction Unattributed

  apple mini apple you know m17 whatever they get to you could actually run the llm locally all the you know context window could be run locally on all your items and it could be running in the background indexing your photos without ever putting them in the cloud like google and having your photos you know train google's llm which i don't think you really want to do and zuckerberg

• bullish assessment Unattributed

  yeah i've been thinking about apple a lot um they are very good at making hardware one of the greatest things they ever did was get off of other people's chipsets and just make their own right and that's been kind of the revolution and they can make devices that are higher margin more powerful leapfrog everybody low battery consumption solve so many problems for them these laptops they build are unnecessarily powerful and unnecessary long battery lives because they've just optimized so well so t

• neutral assessment Unattributed

  in some cases um you look at something like siri it was never you know the best voice based system etc and so there's there's a broader question of um you know why is that and in some cases it's to protect users so for example apple has a very strong data privacy policy which means that they don't have a lot of data that they normally would have for training that google has and so it's been purposeful but now in the ai era should that still apply or not or how should you think about it as a comp

• bullish prediction Jason Calacanis

  before 2030 you're going to see amazon which has massively invested in this replace all factory workers and all drivers the idea that when you order something from amazon a human would touch it at any point in that supply chain is insane it will be 100 uh you know robotic which means all of those workers are going away every amazon worker all those jobs you ups gone fedex gone every all of those are going to be gone and those companies will be more profitable and when you order something it's go

• bullish assessment Unattributed

  got its hands on some internal documents from amazon the cloud and e-commerce giant these are from the 2024 time frame so they're a little bit dated but essentially the company's investments in automation at the warehouse level are going to help it hire 160 000 fewer people through 2027 and the times writes that because they have them up to about 30 cents per package that they pick and ship 30 cents is not that much but if you multiply times billions of packages it adds up quite quickly and all

• bullish fact_claim Unattributed

  okay i was asking because there's a great note in there s1 jason you'll love this uh they were talking about how they're using their ai powered virtual agent chatbot and they say that our ability to control customer support costs over time even as volume has gone up has contributed to an increase in gross margin from 60 percent in fiscal 24 to 68 and

• bullish fact_claim Elad Gil

  a lot of the companies i got involved with early perplexity harvey decagon a bridge etc on the ai side are obviously all seeing you know real growth acceleration etc

• bullish assessment Elad Gil

  the company that um i started with jared and eric and others that we mentioned earlier is basically working on this for big enterprise how can you help big enterprises really make that adoption of ai and what applications should you provide for them to be able to really thrive in this post ai world so i think it was there's an enormous amount of stuff to be done there

• bullish fact_claim Elad Gil

  recently launched a company uh with jared kushner eric wu and a few other folks to bring ai to the world's biggest enterprises so we're really excited about that