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Glue

privateBullish

Provides an AI-powered team messaging and collaboration platform for workplace communication.glue.ai ↗

2 takes · first discussed May 17, 2024

Where they land
Bullish
Who's weighed in
ChamathJason
Takes
2
First discussed
May 17, 2024

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

ChamathChamath
Bullish

Chamath says he used Glue at 8090 as an early adopter and, after the demo, commits alongside Jason to invest $1M at a 10x cap.

E179 · May 17, 20241 call ↓
JasonJason
Bullish

Jason declares he is moving his company to Glue over the weekend and calls it a potential 100-bagger, framing it as a Slack killer built natively for the AI era.

E179 · May 17, 20241 call ↓

The discussion

Both Jason and Chamath are bullish on Glue, an AI-powered workplace communication tool they view as a potential Slack killer, with both announcing they are investing in the company. Jason leads with the highest conviction, calling it a potential "100-bagger" and committing to move his own company to the platform. Chamath shares the enthusiasm, specifically praising Glue's no-channels design as solving a fundamental problem with Slack, and confirms he is co-investing alongside Jason at a $10M cap. There is no disagreement between the hosts on this company.

How they got there

ChamathChamath1 mention since May 17, 2024
PositiveE179May 17, 2024⚑

Chamath says he used Glue at 8090 as an early adopter and, after the demo, commits alongside Jason to invest $1M at a 10x cap.

J. Calvin and I will do the deal. We'll wire the money, a little million to each of you guys at a 10 cap.”1:00:48
JasonJason1 mention since May 17, 2024
PositiveE179May 17, 2024⚑

Jason declares he is moving his company to Glue over the weekend and calls it a potential 100-bagger, framing it as a Slack killer built natively for the AI era.

It feels like a 100-bagger to me. I'm in.”30:00
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.