Harry Stebbings
@HarryStebbings
The theory of reflexivity and how it's causing markups
“You have a company that does well, the revenue is growing really fast, and it has a quick markup.
Because of that quick markup, it gets more capital, more notoriety, more human capital, and grows faster. Then a copycat
“You have a company that does well, the revenue is growing really fast, and it has a quick markup.
Because of that quick markup, it gets more capital, more notoriety, more human capital, and grows faster. Then a copycat
0:58Harry Stebbings@HarryStebbings · Oct 5What Menlo has done over the last 24 months is exceptional.
Yes, they did Anthropic’s round at $4BN that will make them $50BN+ as a firm. NICE!
But they then took that and went f****** hard. They do Lovable, Higgsfield, Legora.
They compounded the brand win of Anthropic to
Open quoted post →Yes, they did Anthropic’s round at $4BN that will make them $50BN+ as a firm. NICE!
But they then took that and went f****** hard. They do Lovable, Higgsfield, Legora.
They compounded the brand win of Anthropic to
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