Harry Stebbings
@HarryStebbings • 671,376 subscribers
🎤 @twentyminutevc, 🏦 @20vcfund, @projecteurope_😇 @fuseenergy @linear @wearelegora @factoryai @lovable @airwallex @mercor_ai @workos @fomo @fireworksAI_HQ
Shorts
Videos
Why Remote Work is White Collar Fraud. "I have a three-year-old and a five-year-old. The idea that I could do any work at my house is like a total fantasy. The kids come home at 3pm, your work day needs to keep going. I'm highly against it." Ryan Petersen
Harry Stebbings5,474,904 Aufrufe • vor 2 Monaten
The Bull Case for Linear Being a $100BN Company: "Linear is the clear winner. They have built an agentic product first that allows us to build 100x more software, and that means 100x more features than ever before. Humans cannot keep up with it, and humans still have to work with agents. If every human on your team's gonna build 500 features and 1,000 issues and you have 10 people on your team, you need a process and a system of record for managing all these issues with your agents. We need a new system of record for it. The team at Linear has figured it out. We have seen an explosion, 50x more agent usage than 90 days ago. This will seem cheap when Replit's at $15BN, Lovable's at $100BN, because Linear will be the one powering them all". Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts, what is your bull case for Linear Karri Saarinen Stephanie Zhan adam bain dick costolo Soleio Dylan Field Miles Clements
Harry Stebbings183,386 Aufrufe • vor 6 Tagen
"If you are not working 7 days per week, you are going to lose". Corgi Insurance is the most intense workplace culture in startups. - The company works 7 days per week. - Founder (nico laqua) lives and sleeps in the office. - He built a cafe in the office because there was no local cafe that was open 24/7. - 2/3 of the first 30 team members have the Corgi logo as a tattoo. Today I went behind the scenes with Nico, who has used this culture to scale the company to a $2.6BN valuation in just two years. My condensed notes below: 1. If You Are Not Working 7 Days Per Week, You Are Going to Lose: Whatever you can get done in 5 days, you'll get more done in 6 and 7. If you are trying to solve the world’s hardest problems, a standard 5-day workweek will not cut it. 2. Work Trials Repel the Mediocre: Corgi forces candidates into mock work trials over the weekend. If seeing a full office on a Saturday scares them, they don't belong. True intensity acts as a natural filter to attract killers and repel clock-watchers. 3. Lead from the Front Lines You can’t demand 7-day weeks while sitting on a yacht. Nico sleeps 3–4 hours a night on a mattress inside the office. If you want your troops to bleed, you have to be in the trenches with them. 4. Culture Only Means One Thing: Winning Forget superficial jargon like "hackers" or "ex-founders." Strip away the corporate fluff. A great startup culture is aggressively optimized around one single word: Winning. 5. Lifespan vs. Victories Building something world-historic requires radical sacrifice. When asked if he'd rather build a trillion-dollar company and die at 50, or fail and live to 80, the answer was easy. "I would rather measure my lifespan in victories." 6. Reject the Comfort of "Quiet Quitting." If you are operating in a hyper-growth environment and your days off happen to be Saturday and Sunday every single week, you are quiet quitting. To win, you must deliberately bypass the off-ramps of personal comfort and low volatility. Corgi isn't for everyone—and that’s exactly the point.
Harry Stebbings3,123,022 Aufrufe • vor 3 Monaten
You need $500,000 a year as a salary just to live in San Francisco today! “Rents in the mediocre apartments in Dogpatch are $10,000 a month now. If it’s $10,000 a month to rent a one-bedroom at The Avalon, how much do you have to make to feel rich? A lot. You need $240K in California pre-tax just to pay the rent. You probably need $480K to feel good about yourself.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Kim-Mai Cutler Garry Tan sam lessin 🏴☠️ Noah Smith 🐇🇺🇸🇺🇦🇹🇼
Harry Stebbings278,640 Aufrufe • vor 12 Tagen
What Will Separate the Winners From the Losers in AI Agents “The product that wins this category will have a network effect at the agent level. One feature our power users love most is Agent-to-Agent. You ask your townie a question; it realizes a coworker’s townie has the answer, so it just goes and asks it. Once your whole team is on that, it’s really difficult to imagine moving to a different product. No one has figured out multi-user, multiplayer AI yet. I think that’s the moat.” Jean-Denis Greze 💡 Love to hear your thoughts on this sam lessin 🏴☠️ Harrison Chase Flo Crivello Manny Medina
Harry Stebbings15,363 Aufrufe • vor 15 Stunden
My Biggest Strategic Mistake in the History of Speechify “Passing on ElevenLabs was the biggest strategic mistake I made in the history of Speechify. It was 100% on me. I met Piotrek and Mati in 2022, and we were very impressed. But I thought a text-to-speech API would become commoditised over time, so I didn’t want to go into that business. What I didn’t understand was that the point of an AI lab is to continuously innovate. The first product you release is the wedge that gets people to later adopt your other technology.” Cliff Weitzman How do you think about the decision about where AI labs should productise vs where they should not Anjney Midha Aaron Levie Jaroslav Beck Andreas Blattmann
Harry Stebbings28,389 Aufrufe • vor 1 Tag
Hugging Face acquisition explained “A man making $120BN a year selling compute decides to buy a company that helps make compute more cost-effective so he can sell more compute. If end users have $1TN to spend on tokens, Nvidia would prefer that money flow through open-source people at 30% gross margins, rather than 70% gross margins at OpenAI or Anthropic. Open source is good for compute salespeople. If you are selling GPUs, you want everyone else’s margin to be lower so yours can be higher.” Rory O'Driscoll Love to hear your thoughts Vipul Ved Prakash Naveen Rao Bindu Reddy George Hotz 🌑
Harry Stebbings70,595 Aufrufe • vor 5 Tagen
My first day at Sequoia and a lesson from Doug Leone "I show up to the office at maybe 4:30 AM. I felt very happy about myself hustling to the office that day. As I'm about to push the door, I see a man on the other side, and he looks at me and goes, 'What are you doing here so early?' I tell him, 'I'm here to take my first call. What are you doing here so early?' And he says, 'I've already taken my first call.'" Julien Bek One thing, single biggest lesson from Doug, what would it be Shaun Maguire Gili Raanan // Cyberstarts David Cahn
Harry Stebbings183,546 Aufrufe • vor 15 Tagen
The bull case for Clay being a $100 billion company “The bull case is that agentic GTM has just started. We thought the TAM was the same as it was. It turns out when agents can run these GTM motions, they will consume 10 to 100 times more usage than humans ever could. They can run GTM around the clock. The usage is just going to explode, and Clay is a clear breakout winner. That is the bull case for Clay being a $100BN company.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts. What is your bull case Nicolae Rusan Ed Sim Andre Charoo Josh Kopelman Andrew Reed scott belsky Lenny Rachitsky Shishir
Harry Stebbings32,798 Aufrufe • vor 5 Tagen
"Triple, triple, double, double is dead. Going from $1M to $3M to $9M is not interesting. You have to go $1M to $15M to $100M." Chetan Puttagunta Ho Nam Keith Rabois Jason ✨👾SaaStr.Ai✨ Lemkin Byron Deeter Tomasz Tunguz is triple triple double double dead? Have our growth expectations changed forever?
Harry Stebbings2,067,329 Aufrufe • vor 11 Monaten
DeepMind stayed in London because it is better for talent than Silicon Valley. "I saw London and the UK as having incredible talent from top universities like Cambridge, Oxford, Imperial and UCL. There is a deep heritage of scientific breakthroughs and world-class thinkers. There was less competition for that talent, which made it a huge structural advantage for building DeepMind." Demis Hassabis What is the single biggest advantage of building in Europe for you T. Anton Osika Max Junestrand @matiii Chris Parsonson Chris Pedregal Matt Clifford T.reil Alan Chang
Harry Stebbings721,129 Aufrufe • vor 5 Monaten
What is required to get the most out of models? “To take the most advantage out of models, you need to do something a little different from just routing. You need your agent or system to dynamically understand the task it is working on and understand how to allocate intelligence in a much more stateful way. You need to know what just happened and what is going to happen in the future. You have to be in there, in the task.” Eno Reyes How do you think about this Jerry Liu Tomas Hernando Kofman Sarah Wooders Astasia Myers
Harry Stebbings28,546 Aufrufe • vor 6 Tagen
Who is the best sourcer in Sequoia? "I will pick Dean Meyer, my partner who sits in Tel Aviv but basically lives on a plane. He's just a phenomenal human being. He has the competitive juices of Messi, coupled with the technical depth of someone who's been working in tech his whole career, and that's a very dangerous combination. He's just amazing at reading people. He's got this ability to connect with founders, both the very young, spiky people and the guys who sold companies for billions of dollars." Julien Bek Single most impressive element about Dean Pat Grady Shaun Maguire Bogomil Balkansky
Harry Stebbings58,552 Aufrufe • vor 14 Tagen
The three ways the wheels come off the bus for Nvidia “There are only three things that can go wrong. Either their direct customers stop buying compute, the financing breaks, or end-user demand weakens. Really, the only thing that can go wrong at some point, and it is not today, is end-user demand. The whole thing works provided the end customers keep exploding, and right now they are.” Rory O'Driscoll Love to hear your thoughts Gavin Baker Ben Bajarin Joe Weisenthal
Harry Stebbings21,884 Aufrufe • vor 5 Tagen
What Role Does Not Exist Today But Will Be So Common in Five Years Time: "500K-1M jobs will be created for agent operators. This person will be somewhat technical. They will be deep in the AI world. They're gonna have to understand MCPs and CLIs and they are going to have to know how to write skills. It's going be this group of people that will know how to go into your marketing team or your legal team, or your operations team, or your life sciences research team and this is the person that is basically going to enable that function to get leverage from agents." Aaron Levie Where is this right? Where is this wrong? Jason ✨👾SaaStr.Ai✨ Lemkin GREG ISENBERG Amjad Masad Anjney Midha
Harry Stebbings357,114 Aufrufe • vor 4 Monaten
The two ways that large language models will win “If you are a model provider, you are basically looking to dominate the platform era and get really good at selling inference. Or you want to move up to become an application-layer company that has really good models. Anthropic seems to be following the application path, while OpenAI seems to be dipping its toes in both.” Eno Reyes How do you think about this Charles Packer swyx Benn Stancil Jamin Ball
Harry Stebbings21,179 Aufrufe • vor 7 Tagen
was once valued at $15BN. Today with $1.3BN in ARR and $1.5BN in cash, Monday is valued at just $3.8BN. A 70% decline. One of the hardest hit public SaaS companies. Today I sat down with Monday CEO, Eran Zinman, to ask the really hard questions that no one is asking. Spotify 👉 Youtube 👉 Apple Podcasts 👉 Eran Zinman
Harry Stebbings446,802 Aufrufe • vor 6 Monaten
What changes when you're building software for agents not for humans? “The experience is going to be defined by the slowest point in that chain. The number one requirement for agentic query patterns is low latency, because they are executing dozens of SQL queries simultaneously across all these different systems. The most important requirement is the unpredictability of those query patterns, the responsiveness, and the fact that they are much more exploratory than a traditional human report or query.” Aaron Katz Love to hear your thoughts Glauber Costa Paul Copplestone - e/postgres Erik Bernhardsson ashashutosh
Harry Stebbings21,168 Aufrufe • vor 7 Tagen
"Credit to Shaun for bringing in the SpaceX investment. We vote on companies, and I think someone voted a one. I've seen fours, of course. I've seen threes. Never seen a two. After that proposition occurred, he didn't give up. He just kept pushing. He forced all the partnership to fly over to see with their own eyes. We ended up doing a smaller investment that led to a big investment, and now, a couple of years later, that's one of the best investments in the history of the firm." Julien Bek What did you see that got you so excited? What is the upside from here? 10 years out, where is SpaceX Shaun Maguire
Harry Stebbings35,421 Aufrufe • vor 14 Tagen
