JC Bahr-de Stefano(@jbahrdestefano):Wow... Instinct in talks to raise at a $10B val, @sequoia + @benchmark looking to lead (@theinformation) 100k+ users, free product, hitting capacity limits + heavy compute costs so they need $$$ Val trajectory: $100M → $500M → $2.5B → ~$10B in a few mos! W/ no revenue... 🤯 Longer term they want to buy their own chips + run their own data centers

JC Bahr-de Stefano

@jbahrdestefano

Doing things such as Investing in fintech @btv_vc 💸 Running 🏃 and playing footy ⚽ Writing ✍️+ thinking out loud 🤔

Joined October 2019

2.1K Following 4.7K Followers

JC Bahr-de Stefano@jbahrdestefano

2026.09.16 12:00

Wow... Instinct in talks to raise at a $10B val, @sequoia + @benchmark looking to lead (@theinformation) 100k+ users, free product, hitting capacity limits + heavy compute costs so they need $$$ Val trajectory: $100M → $500M → $2.5B → ~$10B in a few mos! W/ no revenue... 🤯 Longer term they want to buy their own chips + run their own data centers