@emmacui

Cofounder and founding managing partner@longhashvc. DM open for founders. Personal opinion only, non financial advice. @StanfordGSB. ex McKinsey

 Palo alto
longhash.vc/
Joined October 2010
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The intellectual horsepower in this photo is crazy!
Alexandr Wang
@alexandr_wang19h
got the HRT gang back together!
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Anthropic just grew revenue about 45% in a single quarter, to $16.8B, and told investors it was profitable on an adjusted basis. The reported reaction: maybe the IPO is worth about $1.5T, not $2T. That's what it looks like to be priced on the curve, not the business.
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For founders building on these models, that's mostly good news, because your input costs keep dropping. The harder question is whether your own pricing holds when your competitors' costs drop too.
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Sources: Reuters, Axios and Breakingviews, all Oct 15. Curious where people land: is 45% QoQ at this scale a slowdown, or just the new normal?
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Sat in on Boris Cherny (@bcherny), creator of Claude Code, at Stanford today. What stuck was less the product and more how they built it. 🧵
Boris Cherny speaking at Stanford CS146S guest lecture

ALT Boris Cherny speaking at Stanford CS146S guest lecture

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His bet is that as coding gets democratised, domain experts, not only engineers, will ship a lot of the best software. That feels right from both the VC seat and the classroom.
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Watching Anthropic builders talk shop on campus hits different after years in early-stage VC. The tools change, but the builder instincts don't.
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Sam Altman spoke to students at Stanford today. My takeaways 🧵
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Org design is wide open. Most structures still come from military hierarchy, and small AI-native teams already work in fundamentally different ways.
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Having run an early-stage VC firm in Singapore, I recognise #1. The best founders I backed weren't running last cycle's playbook. They built where others saw chaos.
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