Harry Stebbings
@HarryStebbings
“Sometimes people pay up to be able to win the deal.
Sometimes people pay up because they are able to see a bigger TAM than the other investor.
In those cases, you are not actually paying a higher market price. You are able to see that the opportunity is bigger.” @venkyganesan
Sometimes people pay up because they are able to see a bigger TAM than the other investor.
In those cases, you are not actually paying a higher market price. You are able to see that the opportunity is bigger.” @venkyganesan
0:22Harry 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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