Cody Ng from 01 Advisors: Insights on AI and Early Growth Investing
Episode description
Cody Ng is an investor at 01 Advisors, a growth stage (Series A-C) vc firm founded by operators for operators, focusing on AI, devOps/infrastructure, and vertical SaaS companies. 01A is founded and led by Dick Costolo (ex-Twitter CEO), Adam Bain (ex-Twitter COO), and David Fischer (ex-Meta CRO). As a team, they’ve scaled high-growth companies like Twitter, Meta, Airtable, Yahoo, Benchling, etc. from $0 to $120B+ of combined yearly revenue and over $1T of market cap. Prior to 01A, Cody was at Point72 Ventures, where he was a founding member of the growth venture capital team and helped lead investments into B2B software companies like Boulevard, EliseAI, Natural Cycles, etc. Before becoming an investor, Cody earned his operating chops at Benchling (cloud based platform for scientists to collaborate and share data), where he helped lead GTM finance and strategy. Topics:
- Investing trends in AI, devOps, and vertical SaaS companies
- Scaling AI Companies from Technical Breakthrough to Business Impact
- Early Growth stage investing insights