Skip to content

person

Joe Floyd

General partner at the venture firm Emergence Capital.

Current clusters

invest4 publishers

Emergence pays about six times revenue for cash-flow-positive AI cloud Verda

Verda's $189 million Series B puts its valuation above $1 billion on a $165 million annualised run rate, or about 0.28% of the AI cloud infrastructure market it says it undercuts by up to 90%.

Perspective Coverage

3 publishers
Builder
Builder 25%
Operator
Operator 23%
Investor
Investor 52%

Reality

Evidence40
Adoption52
Hype gap+35
Incentives74
Confidence55