Sandy Kory

Sandy Kory @sandykory

I haven’t been buying the "SaaSpocalypse," but Q1’s nosediving SaaS valuations gave me pause. After a week in SF last month sampling the AI zeitgeist, I have a better feel for where the software sector is heading. It’s the SaaS-to-inference transition, and it’s good. My

Jul 8, 2026 · ♥ 3

Sandy Kory @sandykory

Last month, @baseten announced a $1.5B Series F at a $13B valuation. I've known co-founders @tuhinone and @saltyph for over a decade. I’ve learned a lot watching them build Baseten, but the biggest takeaway for me is the value of deep conviction–even if it means being dangerously

Jul 6, 2026 · ♥ 40

Sandy Kory @sandykory

For my first 5 years of angel investing, I ranked everything. Founders, market, traction, team. But when I looked back on the data, it was all noise. So instead of fancy quantitative systems, I get much more personal mileage from a few simple heuristics today. One of my https://t.co/HQXTd79Ipz

Jul 1, 2026 · ♥ 10