Jamin Ball
@jaminball
Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal
I'm launching a newsletter! If you'd like to stay in tune with valuations / trends driving public SaaS businesses please follow along! I'll also provide detailed earnings summaries. More to come-Looking forward to all of your feedback on Clouded Judgement cloudedjudgement.substack.com/about
The @livekit Agents 1.2 release is packed with stuff, but most importantly it lays the groundwork for being able to programmatically test and evaluate voice agents directly within the framework. Let’s get more voice agent demos into prod! 🚀
Agents 1.2 for Python is now released! This includes our new test framework, observability w/ OpenTelemetry traces, half-duplex support (swapping a realtime model's voice w/ your own TTS), significant improvements to end of turn model (now with Hindi) and more! Let's dig in ...
Agents 1.2 for Python is now released! This includes our new test framework, observability w/ OpenTelemetry traces, half-duplex support (swapping a realtime model's voice w/ your own TTS), significant improvements to end of turn model (now with Hindi) and more! Let's dig in ...
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close
Remember when ChatGPT got voice? That happened thanks to @livekit In the latest episode of Agents at Work I talk with their PM @tom_shapland about Voice AI and what it takes to build natural, reliable voice interfaces for agents.
ServiceNow with an inflection in YoY growth in quarterly net new ARR added $NOW
I love @livekit sooooo much <3 The more I think about it they truly are building the nervous system for AI
At Altimeter, we believe the best way to understand the future is by listening closely to the people building it. That’s why we’re thrilled to launch Altitude: The Founder Library—a new series where our investment partners sit down with the founders in our portfolio to talk…
Figma released preliminary Q2 (quarter ending June 30) results in their last S1. Midpoint is $248.5m of revenue (implies 40% YoY growth). Here's an updated chart on their "net new ARR" added per quarter with June data: $FIG
VoiceAI is clearly at an inflection point. And Video AI is not far behind! Awesome to see @livekit powering the future of voice and video AI @livekit 🤝 @hedra_labs
We’ve entered the era of AI agents. Voice may be the interface, but video is the next unlock. Today, we’re launching Hedra Live Avatars, the most advanced streaming avatar model in the world. - Low cost: Just $0.05/min — 15x cheaper than existing solutions - Ultra-low latency:…
Excited for the @figma ipo next week!
We asked @jaminball (Partner at Altimeter Capital) about AI's impact on design software and @figma specifically: "When Figma was founded, the entire industry used Sketch. Sketch was the equivalent to Excel for an investment banker." "They can't afford to be 'Sketched.' They…
Our Tier 0 White Paper, "Activating Untapped Tier 0 Within Your GPU Server," is more relevant than ever! This key resource written by our own, Floyd Christofferson, provides an overview of how organizations of any size can see tangible benefits and cost savings by activating…
Morning. On today’s stream: – OpenAI claims an IMO gold medal – GPT Agent review – Stephen Colbert’s Late Show canceled – Mansour Ojjeh’s McLaren collection hits the market – @donetodeath (Done To Death) – @thechrisbuskirk (1789 Capital) – @tbc415 (ex-Tesla) – @singareddynm…
TBPN | Monday, July 21st x.com/i/broadcasts/1…
Figma is going public, and just filed an updated S1 with a price range of $25 - $28 / share. At the midpoint this implies roughly a $15b market cap and a ~11x NTM revenue multiple. Company is growing ~46% YoY with 28% LTM FCF margins $FIG
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close
