Harry Stebbings
@HarryStebbings
What is the first sign of the AI wave cracking?
“The first sign comes with some major debt default. Equity is never the reason why these things crack, because equity, you write it down, you just take the loss.
Debt, on the other hand, people have this expectation they are going
“The first sign comes with some major debt default. Equity is never the reason why these things crack, because equity, you write it down, you just take the loss.
Debt, on the other hand, people have this expectation they are going
0:33Harry 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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