PERSON DIRECTORY
Ketty Slonimsky
Ketty Slonimsky appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy
Harry StebbingsKetty Slonimsky
AI-native growth can make extreme cash burn look capital-efficient, but burn multiples now require scrutiny of ARR quality, churn, gross margins, capex and cash balance.Venture pricing increasingly splits between hope and current fundamentals, leaving a merely good $15 million ARR company with “zero value to a VC” unless it offers a credible path to a large IPO.AI valuations and infrastructure plans depend on profound labor substitution and sustained public-market generosity, while category leadership, seat economics and product durability remain critical risks to monitor.