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PodcastThe Neon ShowOctober 1, 2026

Which SaaS Companies Will Survive Anthropic and OpenAI? | Tim Guleri, Sierra Ventures

Tim Guleri of Sierra Ventures discusses his entrepreneurial journey, the founder-love framework, venture discipline, AI-era valuations, SaaS disruption, Indian startups, and partnership culture.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.