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Harry Stebbings

๐Ÿ‘ค Speaker
30471 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Okay, good.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Very young, 21-year-olds.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

And as everyone knows, Delve has been in the news for...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

not providing a product in the SOC 2 compliance space that they said they were.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

A lot of problems around that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

YC have since kicked them out of the YC community, which was announced this week or leaked this week from Bookface, YC's internal product, which obviously wasn't meant to be leaked.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Is this the ultimate sign of their guilt?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Insight invested $32 million into the company within the last year.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Should there have been more diligence from an investor perspective?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

How do we think about this?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Okay, moving on.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

OpenRouter, very well-known company for those that don't know, a marketplace for LLM, so to speak, at 1.3 billion price at 50 million of ARR, up from 10 million in October.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

So obviously 10 to 50 in whatever that's been, six to seven months.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Feels quite cheap for an AI leader.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Jason, I'm intrigued to hear your thoughts specifically on this one.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Do you think OpenRoot will be a $10 billion company?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Speaking of will this become a commodity in a future world, we've seen the need and the explosion of databases.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

We've seen some people like your lovables and your replates incorporate them, build it themselves.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Some people outsource to Superbase.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

Superbase at $10 billion.