PERSON DIRECTORY
Sandy Diao
Sandy Diao appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Why VC Today is Worse than 2021
Dreamforce’s takeaway is that AI has put 100% of enterprise buyers in market simultaneously, versus the traditional 5%, potentially overstating TAM and current growth rates.Jason’s vertical-AI filter asks why a startup will become much bigger than Toast’s $22B valuation benchmark, with deal sizes needing to be 10x larger for venture math to pencil out.Poolside’s planned 2GW data center signals software businesses absorbing fixed-asset risk, while decelerating demand could leave model builders and infrastructure providers overcapitalized.