Stanley Lo

Believer | Research @nucleus_talent

[Stanley Lo @stanleylo_4]

4 months. Alone in the Canadian woods. 🌲

@Sirupsen builds the first version of @turbopuffer…

Today, they’re rapidly puffing into a Unicorn! 🦄

I’m investing $100M Vibe Dollars at a $1B Valuation in a hypothetical round.

Read my full thesis: https://t.co/ez2ZYZDvbW

[Stanley Lo @stanleylo_4]

@jonaasw1 Ur getting flagged for graphic content?!

[Stanley Lo @stanleylo_4]

If Hugging Face is sold for $13B @sonyatweetybird’s gonna get one of her biggest exits!

[Stanley Lo @stanleylo_4]

The block is hot.

[Wall St Engine @wallstengine]

HUGGING FACE EXPLORES $13B+ SALE

Hugging Face has been working with a bank to gauge acquisition interest in a potential deal valuing the AI developer platform at $13B or more, per Business Insider.

No deal has been reached yet.

The company was last valued at $4.5B in 2023, meaning a sale at the reported level would represent nearly a 3x jump in valuation.

Unlike frontier AI labs, Hugging Face sits at the infrastructure layer, allowing developers to publish, discover, download and build with models from across the AI ecosystem.

The talks come shortly after Stripe agreed to acquire AI model marketplace OpenRouter for around $8B, another sign that platforms sitting between AI models and developers are attracting increasingly large valuations.

[Stanley Lo @stanleylo_4]

@saranormous @danprimack U will own a team

[Stanley Lo @stanleylo_4]

@saranormous @danprimack One day

[Stanley Lo @stanleylo_4]

Josh Kushner & then Marc Stad 🤯

[Stanley Lo @stanleylo_4]

@Rick_Zullo U gained a follower

[Stanley Lo @stanleylo_4]

Facts

[Stanley @stanleybystan]

There is no other company who has mastered building in public better than us.

Stan: $0 → $40M ARR in 5 years.
Stanley for IG: $0 → $1M ARR in 3 months.
Stanley for LinkedIn: $0 → $100K ARR in 2 weeks.

This October, we're gathering 100 of the brightest founders and teaching them everything we know about going from 0->1.

The application link is in the comments. More details to come soon! 👇️

[Stanley Lo @stanleylo_4]

@KenWattana Facts

[Stanley Lo @stanleylo_4]

False: Niners

[HAWK @HawkEmDownChris]

True or False: You’ve seen your favorite sports team win a championship in your lifetime.

[Brandon Jacoby @JacobyBrandon]

an em dash is to writing, as a "·" is to UI

[Stanley Lo @stanleylo_4]

Yup

[Ben Casnocha @bencasnocha]

Venture firms tend to experience network atrophy over time -- GPs literally age out, or call in rich, or lose relevance in other ways.

But, even as this happens, their brand strength can be getting better, because their early winning investments become better known over time.

So perhaps surprisingly, a firm's network can weaken even as its brand improves.

With a strong brand but weaker network, you naturally shift to do later stage investing, as brand helps you access/win but doesn't help you discover day zero founders.

[Stanley Lo @stanleylo_4]

@AnjneyMidha Hey

[Stanley Lo @stanleylo_4]

This is true

[Brittany @brittwalker_]

One of the many reasons for VC firms to continue to hire newer, younger investors!

Despite what your vc-analyst.md may lead you to believe

[Stanley Lo @stanleylo_4]

Remember their names

[Aaron @aaronzhangai]

Paul Graham gave us office hours at his house last week! This was the surprising advice he gave for anyone building an AI-native services business:

- Stop writing code
- Only hire when necessary
- Do things cheaply, manually, unsexily
- Fundraising is optional

Thoughts?

[Stanley Lo @stanleylo_4]

It was really good

[Taylor Lorenz @TaylorLorenz]

How did I miss the Goop podcast featuring a leading AI weapons manufacturer

[Stanley Lo @stanleylo_4]

Everything about that ranking is egregious

[Andrew Reed @andrew__reed]

i won’t comment on the time magazine top VC list other than to say they have @sparkcapital perfectly right slotting in numero 73

[Stanley Lo @stanleylo_4]

@theojaffee Ball knowledge

[Stanley Lo @stanleylo_4]

He’s not being cocky, just honest.

[NBACentral @TheDunkCentral]

“Yall will never see another player like me….I’m cut from a different cloth.” 🔥

- Kyrie

(h/t @BleacherReport )

[Shai Goldman @shaig]

This is my top 5 right now, not in that exact order though:

a16z
Thrive
Sequoia
Benchmark
Founders Fund

Time's list :