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Sarah Tavel

What Sarah Tavel thinks about startups

@sarah-tavel · 10 positions · On ppll ↗

General partner at Benchmark, previously at Greylock and an early product lead at Pinterest; writes about marketplaces, consumer products and AI startups.

Sarah Tavel did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

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Only Sarah Tavel on startups. See everyone on startups

4 dated positions, 2023 to 2025, in their own words. Our reading of what Sarah Tavel has said — not written or endorsed by them.

4 positions so far — this page is not yet offered to search engines.

  1. Our readingMost consumer AI startups will be utilities that give people superpowers, not apps competing for attention.

    Their wordsI think this will be more of the battleground for consumer AI startups, at least in terms of quantity of companies.

    ↗"Will AI be as big of a catalyst for a consumer AI wave as mobile?"sarahtavel.com 3rd of 3 in this piece

  2. 17 months earlier

  3. Our readingThe belief that incumbents, not startups, are best placed to profit from AI is too simplistic.

    Their wordsBut like all tropes, it is too simplistic. We're now seeing a class of B2B AI companies unlock tremendous revenue momentum by leveraging a timeless recipe from the consumer world: providing a 10x better experience at a fraction of the cost.

    ↗How AI startups offer a 100x + cheaper disruptive value prop that unlock new markets (think: HeyGen, ElevenLabs, DeepL)sarahtavel.com 1st of 3 in this piece

  5. Our readingWe are underestimating the market size of many AI startups, as people did with Uber.

    Their wordsIf people underestimated the size of Uber's market initially, we're all underestimating the size of many AI startups' opportunity.

    ↗How AI startups offer a 100x + cheaper disruptive value prop that unlock new markets (think: HeyGen, ElevenLabs, DeepL)sarahtavel.com 2nd of 3 in this piece

  6. 7 months earlier

  7. Our readingAI startups should sell the work itself rather than software that makes workers more productive.

    LLMs

    Their wordsLLMs create an opportunity for startups to look beyond this way of thinking and discover surface area that previously was out of bounds for selling software given the required GTM and pricing limitations of software.

    ↗AI startups: Sell work, not softwaresarahtavel.com 1st of 3 in this piece