Leo Polovets
@lpolovets
GP @HumbaVC ($250k-$1m checks in deep tech + critical sectors). Co-founder @SusaVentures. 🦍
Prev: Caltech; 2nd engineer at LinkedIn; Google
参加 May 2009
1.1K フォロー中 70.2K ファン
1) Genuinely happy for Instinct. This is so amazing for them.
2) If you're a later stage VC that missed out on this round at $10b, I know a bunch of deep tech companies with incredible products and/or traction that would be thrilled to raise at ~1% of this valuation. 😁
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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
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