Stanley Lo
@StanleyLo_4
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Believer | CMC | Founder @VibeShepherd
Fremont, CA
Joined March 2022
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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
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.@suno is doing for music what the iPhone camera did for photography. $200M revenue. @Timbaland & @50cent use it. AI Music is here to stay. The RIAA is suing but you can't sue technology back into the box. Read my full thesis: https://t.co/cPOIPeFH3n
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They set out to build neural interfaces (brain chips). They realized users hated hardware. So they pivoted to the "Keyboard Killer." @WisprFlow allows you to write at the "speed of intent." This is the future of speech-to-text @tankots @SahajGarg6: https://t.co/tQHytNZtHv
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While Disney relies on remakes, @SonyAnimation sets the trends with "KPop Demon Hunters" & "Spider-Verse". Next: A @StephenCurry30 co-produced movie ("GOAT") that's giving Zootopia x Space Jam vibes. Why @SonyAnimation is the future of Entertainment: https://t.co/xdmKWxKBNP
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He built an AI to talk to his grandfather after a stroke. That prototype became @withdelphi. @daraladje @samspelsberg They have potential to be the next @facebook. In 2005, you uploaded your profile. In 2025, you upload your mind. Article: https://t.co/poS4chHkNM
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Larry Fink manages $13.5 Trillion. @brian_armstrong built Coinbase. They just agreed on the endgame: Everything will be tokenized. Watch Old Money x New Money:
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"Don't Let Me Down" was deleted forever. @drewtaggart 's computer crashed. No backup. He had to rebuild the track from MEMORY. The result? A better song. @TheChainsmokers applied this "forced constraint" creativity to @mantisVC. @jaltma & @AlexPallNY: https://t.co/AbIHy8rxXs
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The silent killer of VC returns is NOT fund size. It's rate of growth. Mel Williams (@TrueBridgeCP): The danger zone is when a fund doubles. Why? Conviction Inflation. It's much harder to have conviction at $70M than $20M. Mel Williams schools us: https://t.co/wgwbQ7mTaA
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A Journalist contributed $3 Trillion to the stock market. Name: Michael Moritz @sequoia. He's the🐐of VC and I just listened to a rare talk he gave @StanfordGSB and had no idea he started out as a journalist! What are some other crazy laterals to VC? https://t.co/ZFIrjH9Ibb
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“Seed is for suckers.” - @rodriscoll @jasonlk That line from a @20vcFund episode stopped me in my tracks. Why struggle for 20 years to return a seed fund when you can write 1 big check into a winner and call it a day? @HarryStebbings interviewed them. Do you agree?
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Two founders. $1M ARR. Zero employees. Most AI tools assume you start from zero. @magicpatterns assumes you start from chaos. They recently raised a $6M Series A from @daltonc @Standard_Cap My thesis: https://t.co/DJKXlqOdye
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Real ones know @shaunmmaguire won 4 marathons WITHOUT training b/c he ran from bullies trying to rip off his shirt sleeves in high school while seagulls dropped poop from the sky. I was in shock when I heard the backstory of @sequoia's most famous partner. @relentless @ti_morse
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Wow. If they do, this AI model race will go through another earthquake.
BREAKING: OpenAI projected to release a new frontier model by next week. https://t.co/NY4e4SYXvt
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I thought @CrackerBarrel was the worst you could get. #CNBC
A new mark for our next chapter — introducing the new CNBC logo. Coming December 13th.
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In 2020, @Airbnb's revenue dropped 80% in weeks. The IPO looked impossible. @bchesky didn't rely on data but relied on Principles. He focused on what was still working. He saved the IPO. @Alfred_Lin (@sequoia) on leading through the fire: https://t.co/XXV63tn1LN
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Legendary.
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The "Barbarians at the Gate" PE playbook is dead. Old Way: 30% Equity. (Financial Engineering) New Way: 70% Equity. (Operational Growth) @OrlandoBravoTB manages $200B. He says you can't debt-load your way to returns anymore. Learn from @thomabravo math: https://t.co/eXNa4QSeSK
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I’m bullish on this 🚀🚀🚀
BREAKING: World's biggest YouTuber 'MrBeast' to launch financial services platform
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