Alfred Lo

Co-Founder @HarvestBgood. Partner @Startmate. Prev @cicadainnov @singtelinnov8. Still @theLTG888. Apparently am Jesus of Wi-Fi.

[Alfred Lo @apglo]

First in person catchup with Ron Park of NE Tech. Of course it was an early morning breakfast at Reuben Hills. This guy smashed it at last night’s sellout @startmate Demo Day. Doing special things with oil. #fasterbettercheaper #oilsaintoils

[Alfred Lo @apglo]

@nikiscevak We have an open spot in our h2h fantasy league if you would like to put that Simmo Triple Double to the test. 😝

[Alfred Lo @apglo]

@rayn_ong @blackbirdvc @rcsbaker @nikiscevak @wbartee @alexaboitiz @danpurchas @bhousman @andrewjrogers Shop the Look at @PUSHASOfficial https://t.co/4K528QXzUq

[Alfred Lo @apglo]

Post @blackbirdvc distribution splurge survey: 0 lambo, 0 jet, 0 boat, 1 soccer team and 2 $680 hoodies. The biggest HT goes to @rcsbaker @nikiscevak @wbartee for gathering together 100 or so misfits and believers all those years ago. Changed the ecosystem.

[Alfred Lo @apglo]

Life is often not shortcuts but detours.

[Alfred Lo @apglo]

Today was a great day for long suffering Knicks fans.

[Alfred Lo @apglo]

Today was a great day for about 100 LPs.

[Alfred Lo @apglo]

This is the truth. https://t.co/gv7h2GNOrb

[Alfred Lo @apglo]

Massive achievement for these folks. Congrats @peppsyd and team.

[Vow @itsjustvow]

We're the first Australian company approved to sell cultured meat, available now in Singapore! Introducing Forged Parfait – not an imitation of chicken or beef, but a new flavour and texture combination altogether. You can try it for yourself at https://t.co/ELdd68W7g8.

[Alfred Lo @apglo]

Cannot underscore how important Integrity is when it comes to people. Probably the most important attribute IMHO.

[Alfred Lo @apglo]

Nvidia market cap up 40% in 2024 alone to US$1.7T which is more than the total market cap of all domestic companies combined on the ASX. https://t.co/G3onQ7vnGj

[Alfred Lo @apglo]

@bielinko @liubinskas For a moment I thought I had @bielinko in a rear naked choke for a GP submission but our long standing friendship prevailed thru a common view of being confused by investors who would talk down their portcos to prospective investors but then go on to be a unicorn.

[Alfred Lo @apglo]

All the things LPs, GPs and parenthood with this guy this morning. Good to catch up @bielinko!

[Alfred Lo @apglo]

@bielinko @liubinskas Agree the sweet spot for a solid DPI is in the sub $100m fund mark. May be too early to know but I wonder what portion of these 140 funds will achieve more than 3. I’m over TVPI.

[Alfred Lo @apglo]

@bielinko @liubinskas I should say long standing rather than permanent.

[Alfred Lo @apglo]

When your FUM is up, care for performance can matter less. This the hunger dilemma between GPs and LPs.

[Romeen Sheth @RomeenSheth]

Heads I win. Tails you lose.

[Alfred Lo @apglo]

@bielinko @liubinskas This is why we need to continue to build a broader technology and innovation ecosystem. Understanding that these other sectors within them are different - models, GTM, timelines, return profiles. Need operators & investors that understand this and build industries not just firms.

[Alfred Lo @apglo]

@bielinko @liubinskas This is kind of exactly is the point. What were smaller AU funds that have grown up with larger fund sizes that can only cut large cheques for it to make sense. No doubt they are important to have a full ecosystem but this is why TV and others can’t sate the early stage opps.

[Alfred Lo @apglo]

@bielinko @liubinskas IMO there are many small funds / GPs today that you could say are sub scale but don’t bring any differentiated approach. No differientated thesis or proprietary deal flow. But thematic focused funds have it tough too bc depth too shallow. Not an easy one to solve.