GPU infrastructure Startups

Codeium started as a GPU virtualization infrastructure company in 2020, pivoted in mid-2023 after recognizing that generative AI would make their infrastructure commoditized, and rebuilt as an AI coding assistant. The company launched Windsurf, a custom IDE built on forked VS Code, four months before this interview, reaching over 1 million developers and hundreds of thousands of monthly active users. They've built a significant enterprise sales organization (80+ go-to-market team members) and differentiate through deep codebase understanding, support for multiple IDEs like JetBrains, and secure/compliant deployments for enterprises.

Handshake, a 10-year-old career marketplace with 18M students and professionals, launched a data labeling business in January 2024 by leveraging its massive network of experts (500k PhDs, 3M master students) to create high-quality training data for frontier AI labs. In just 4 months, the new business hit $50M in revenue; by 8 months they're on pace to exceed $100M ARR—rivaling their core business in annual revenue.