Paul-Louis Lepine

ex-VC @MoltenVentures @glovo_ES & @rolandberger Educated at @EDHEC_BSchool & @LSEnews. #music #DJ & #contemporaryart addict

[Paul-Louis Lepine @PLLepine]

@SebJohnsonUK @maltekosub @getpeid @Elliptic just announced a $120m Series D

[Paul-Louis Lepine @PLLepine]

@TheHolyKau @jgaytandeayala What workflows impressed you the most ? Do you recommend ?

[Paul-Louis Lepine @PLLepine]

@modic123 @sama Why do you need the hardware for this? You could set it up directly as a marketplace agnostic to which hardware provider users have

[Paul-Louis Lepine @PLLepine]

@proofofgail What a fun idea. Are these open to the public ? I would love to join the next one :) I invest in art x tech and collaborate with artists on immersive experience artwork outside work hours

[Paul-Louis Lepine @PLLepine]

@ColinGardiner Interested. Feel free to dm me to share :)

[Paul-Louis Lepine @PLLepine]

@modic123 Some companies are in trouble (e.g: Wix) but i) true Enterprise SaaS with security/compliance across multiple juridisctions, 99.99% uptime... is not going to be vibe coded away, ii) Proprietary dataset are also an important moat

[Paul-Louis Lepine @PLLepine]

@modic123 I think public market is putting all SaaS in the same basket while trying to figure out who is impacted. Lot of alpha to be made in public markets.
Growth/crossover investors are better at understanding the differentiation between SaaS at risk and defensible solutions

[Paul-Louis Lepine @PLLepine]

@nicochristie How can I use it to audit an existing google sheets? It is asking me to either start or upload new file (xlsx only)?

[Paul-Louis Lepine @PLLepine]

@nicochristie @nicochristie is there a google sheets plugin ? Unfortunately most of my modelling is on google sheets

[Paul-Louis Lepine @PLLepine]

@jonchu Would love to

[Paul-Louis Lepine @PLLepine]

@PadraicMcC Have you tried @hebbia ? Curious as they seem to be the leader in the space

[Paul-Louis Lepine @PLLepine]

@oliviasolon 100% something you learn to do in consulting or banking.

[Paul-Louis Lepine @PLLepine]

@robbiebent1 Any plans to open a London location? Or other locations in Europe?

[Paul-Louis Lepine @PLLepine]

@willdepue Some if my favourite tips:
Coffee: Nuances, Noir
Restaurant: Brutos, Septime, Pierre Sang
Boulangerie/pâtisserie: Cyril Lignac, the French bastards
Hi-fi bar: Frequences, bambino
🍷: compagnie vins surnaturels
Art: fondation pinault, fondation Louis vuitton

[Paul-Louis Lepine @PLLepine]

@ColeRotman @Alfred_Lin @andrewjmack @mamoonha @mickymalka @mitchlasky What about Series B? Assuming it will be DST, IVP, Meritech in the Top 5 ;)

[Paul-Louis Lepine @PLLepine]

@ColeRotman Love the list but very US centric. Missing Backmarket, Doctolib, Mambu, Bolt, ContentSquare, N26, Vinted to name a few

[Paul-Louis Lepine @PLLepine]

@MStothard @gigi_theapp @Clara_Gold Haha just received the same one. Smart use of an AI agent. They have not thought yet to roast our twitter profile...

[Paul-Louis Lepine @PLLepine]

@Barney_H_Y Interested. Love poker and live around the corner :)

[Paul-Louis Lepine @PLLepine]

@jared_jensen75 @RobertMSterling Sequoia had some success with appointing a professional CEO at Snowflake or Google :)

[Paul-Louis Lepine @PLLepine]

@modic123 You already have quant hedge fund built from scratch with AI at their core. High-flyer which published deepseek being the most famous
https://t.co/pMJyudrn40

[Paul-Louis Lepine @PLLepine]

@modic123 The GPU Cluster came after the rise in market share and profits: 1/ I don't remember AI clusters being a thing before 2022/2023. 2/ Other market makers/algo traders had a similar rise in rev/profits from 2020 onwards (see Jane Street below but same for Citadel, Virtu...)