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But we saved everything 🙂.
Delian Asparouhov reflects on his experience working with Jai, describing him as a favored seed investor for many years. Asparouhov states that Jai’s decision to shut down his fund was surprising given his strong investment track.
However, Asparouhov explains that Jai’s commitment to AMCA clarified the strategy, highlighting the inevitability of a $300 million Series B round at a valuation exceeding $1 billion.
Asparouhov has previously focused on high-profile company run-rates in his analysis. He drew attention to Anthropic’s estimated $60 billion run-rate compared to Keytruda’s $25 billion. This reporting points to a pattern of tracking substantial financial benchmarks in the sector.