Seb 🐺🌖

Entrepreneur & Investor ⭐️ScaleX by Early Metrics - data on public & private markets for Risk - Growth benchmark - Valuation - ESG

[Seb 🐺🌖 @Seb_Paillet]

All started as early stages ventures not so far ago.
Magnificent Seven member stocks more than doubled, adding a combined $5.1 trillion in market value, according to Dow Jones Market Data.

[Seb 🐺🌖 @Seb_Paillet]

🐺
According to Nvidia’s latest quarterly filings, it made $872mn worth of investments in “non affiliates” — a line item the company confirmed included NVentures and corporate deals — in the nine months ending in October https://t.co/lBRGNHADS1

[Seb 🐺🌖 @Seb_Paillet]

😂

[Edwin Valdez @EdwinVCoach]

When Bitcoin pumps, the crypto world dances!!😂

[Seb 🐺🌖 @Seb_Paillet]

🫶 in this period of harder market conditions for the economy Entrepreneurs are at the forefront ! I hope this interview will give a lot of strengths to a maximum of them 🙏🙏

[Seb 🐺🌖 @Seb_Paillet]

“the basic point is that transparency matters,”

#AI #GenAI
https://t.co/sVZiQkUwkH

[Seb 🐺🌖 @Seb_Paillet]

The IPO to exit will be tough after this down-round.

Getir raising $500M at a dramatically lowered $2.5B valuation https://t.co/o4XiNxP0hq via @tech_eu

[Seb 🐺🌖 @Seb_Paillet]

Maybe second half ? Still touchy on my prospective.

[First Squawk @FirstSquawk]

GOLDMAN SACHS CEO SOLOMON SAYS WE'LL SEE AN IMPROVEMENT IN IPO ACTIVITY INTO 2024

[Seb 🐺🌖 @Seb_Paillet]

🐺It is now official - big shift at @earlymetrics

Let’s make it rumbleeeeee

https://t.co/VNAIlihezm

[Seb 🐺🌖 @Seb_Paillet]

#GenAI has a major black door that we should never forget: China & Russia where data’s is inaccessible 🐺

[Seb 🐺🌖 @Seb_Paillet]

Is #generativeAI a real investment opportunity or a Bubble as the real underneath value is the dataset, not the models. 🌖

AI2 drops biggest open dataset yet for training language models

https://t.co/APqDjlbaN0 via @techcrunch

[Seb 🐺🌖 @Seb_Paillet]

“There’s still an active investment market in the U.K., we still have one of the world’s leading financial centers” Phil Vidler, managing director at #fintechgrowthfund

🍾 Uk will need to make talent back to launch future growth tech co. @SadiqKhan

https://t.co/aC1vdv4FjV

[Seb 🐺🌖 @Seb_Paillet]

#shining part2 in #evergrande NY 🍿

���

[Seb 🐺🌖 @Seb_Paillet]

#warrenbuffet sitting on 130Bn in cash nowadays 😈

[Seb 🐺🌖 @Seb_Paillet]

ChatGTP poem to sheep investors 🐑 that are suffering atm 🥲

[Seb 🐺🌖 @Seb_Paillet]

The wolf investors 🐺 are here to kill the sheep’s 🐑 LPs stopped backing them !

So many stories like this atm.

[Kaushik Tiwari @kaushikktiwari]

1/ Hopin, a startup which raised $1Bn in funding from blue-chip investors like Accel, a16z, & Tiger is selling its flagship product for $15Mn.

Founded in 2019, it was valued at $7.75Bn, a 77X its ARR.

During this period, the founder also took $195Mn out in secondaries 🧵

[Seb 🐺🌖 @Seb_Paillet]

#WEWORK downgraded credit rating by FITCH from CC to CCC-

Interesting case, worth 319M valuation = 0,1x revenue multiple.

Highly leveraged with 17bn of debt

Cash flow close to equilibrium -60M in Q2 2023.

The company was SPAC at a 9bn Valuation in 2019

Sheep 🐑 are selling

[Seb 🐺🌖 @Seb_Paillet]

��� a masterpiece already 1,5y ago ! @ycombinator

[Seb 🐺🌖 @Seb_Paillet]

Must read #tech #startup #yc

[Seb 🐺🌖 @Seb_Paillet]

Definitely the hardest thing for an investor is to have money on the table and not investing it. While others are drinking Champaign surrounded by Unicorns dancers.

Were they right to wait ?

#investorlife

[Seb 🐺🌖 @Seb_Paillet]

@ankurnagpal The worst : Investing in 2021 and devesting in 2023
The best: devesting in 2021 and investing in 2023

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

A quick reminder why Everyone Was a Genius in 2021

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