Sourcery//Arun Mathew, Matt Weigand, Miles Clements
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel
Accel partners Arun Mathew, Miles Clements, and Matt Weigand explain how the firm evolved from early Facebook exposure into a global AI investor spanning infrastructure, models, applications, and security. The discussion centers on AI distribution, inference demand from agents, massive late-stage check sizes, and why the firm thinks the next wave of value will accrue to a few dominant platforms.