PERSON DIRECTORY
Gérald Marolf
Gérald Marolf appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store
Lightspeed’s $9B raise shows how multistage firms can treat seed pricing as marketing while concentrating capital in growth winners such as Anthropic.The stay-private supercycle keeps compounding private, but OpenAI’s single-digit app growth and a possible shift from growth to cash-flow valuation expose the key downside.