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Sheel Mohnot
@pitdesi
I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI
Joined May 2007
3.7K Following    215.9K Followers
@unpopularvc Ant raised money through convertible notes. As its valuation soared, those notes became more valuable, and accounting rules required Anthropic to record that increase as a loss. So most of its $80B loss wasn't actual cash spent.
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