Ben Lopez

Husband, Father, Entrepreneur, Growth Investor

[Ben Lopez @belopesi]

Great time reread eboys. Outside of more fees and a larger fund they are also expecting larger exits. To me that’s the main point, if @bgurley is right that VC is cyclical then expect larger exits in this next cycle. Not the top of it, yet.

[Kate Clark @KateClarkTweets]

Scoop: Benchmark has raised $2 billion across two new funds, including its first growth fund, a big shift for a firm that spent decades defending a smaller, focused approach to venture investing. Details here:
https://t.co/bhikTRE3HI

[Ben Lopez @belopesi]

Silos are the death of any organization.

[Ben Lopez @belopesi]

There are really four inputs for the economic output. They are energy, labor, capital, and productivity. Now superimpose AI in each and you can find out the opportunity today and where gdp is going.

[Ben Lopez @belopesi]

Company, then we are taking high double digits multiple. The case for a top tier multiple is its growth at that scale is meaningful and its operating margin is something to talk about. But I don’t see yet a clear reason why it should be just yet.

[Ben Lopez @belopesi]

Entrata just above rule of 40, almost split 50/50 top line and bottom it’s impressive. Not a lot of public software companies are growing at or above 25%. The median software company trades ~3.2x that would put it below the blackstone valuation. Now if it’s viewed as a top tier…

[Ben Lopez @belopesi]

It’s a new era for infrastructure.

[Julia Hornstein @julia_hornstein]

home-battery startup base power is in talks to raise funding at a $12 b valuation in a round led by ribbit capital, per people w knowledge of the deal — a steep increase from its round last fall, which valued the austin-based startup at $4 b.

[Ben Lopez @belopesi]

@jakobdiepen @DiscipulusVent Amazing opportunity

[Ben Lopez @belopesi]

Your website used to need to look like stripe’s, with all the color schemes and all. Then you go to deeptune and mechanize’s websites and you say, they raised millions of dollars?

[Ben Lopez @belopesi]

Incredible state of the market report on infra. Both upstream and downstream opportunities are in play and accelerating. While there will be “Facebook” app for AI type of return, is my belief that the value will be harvest at the infra layer.

[Redpoint @Redpoint]

The Redpoint InfraRed 100 is now live.

These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on.

Congratulations to this year's honorees!

Read the full 2026 InfraRed Report: our state of the union on AI and cloud infrastructure 👉 https://t.co/Y1y94ZwI5B

[Ben Lopez @belopesi]

Honestly, if this had an @Apple logo instead of a @Ferrari logo people wouldn’t be complaining at all.

[Ben Lopez @belopesi]

Happy Memorial Day! A great reminder that freedom isn’t free. To all those who have served and are currently serving, thank you!

[Ben Lopez @belopesi]

"While conviction about long-term AI-driven demand remains intact, respondents continueontinue to flag rising concerns about access to capital, permitting bottlenecks, and the dependability of renewels in supporting data center loads"

- @WilliamBlair

[Ben Lopez @belopesi]

when a node is winner-take-most and the winner is already pulling away, the right call is to back the ecosystem around the winner, not compete with them.

[Ben Lopez @belopesi]

Why do you think this is happening?

What moats did others have that are not moats any more?

What framework is the right one to evaluate these new foundational model companies?

How will this graph look like in five years?

[Ben Lopez @belopesi]

The thesis for a distributed compute envirorment outside of latency and privacy is one of national defense. Large data centers are a easy to spot and disrupt. Security for data centers and its network will be critical in the future.

[Ben Lopez @belopesi]

@scottew For a moment I thought this was AI but was relief to know that none of it was used for this post.

Joke aside, I love how much you love to learn. You inspire me to read more books, thanks.

[Ben Lopez @belopesi]

A great opportunity with one of the best in the business.

[Zain Rizavi @MrRazzi17]

I wrote about my time at Cloudflare earlier this year. Today felt like a good day to reshare it: https://t.co/vJbMTIXY3c

To everyone affected: your skills are rare. I'm building something in stealth with a mostly ex-Cloudflare team. DMs open, would love to chat with you!

[Ben Lopez @belopesi]

@iPaulLee Interested

[Ben Lopez @belopesi]

@TrentMano Now do a pizza review.

[Ben Lopez @belopesi]

@DavidEpstein @wolfejosh honestly, range change how I think and look at the world. Thanks for writing!