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PERSON DIRECTORY

Philip Clark

Philip Clark appears in 1 indexed conversation across Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

1 EPISODE1 SHOW
1 episode
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SourceryEN · 58 min

Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence

Philip ClarkMolly O'Shea

Thrive’s $29B OpenAI entry reflected belief in GPT-4 and a claimed moat in generating successive large-model paradigms; reported valuation later reached $500B, with users surpassing a billion.Cursor grew from low-single-digit millions of ARR to hundreds of millions in 18 months, while Wiz paired six-figure deals closing in weeks or months with almost no churn.The next catalysts are reinforcement learning entering production software and intelligent hardware targeting well north of 50% of global GDP.