Harry Stebbings

Cursor vs Claude Code: Uber & Lyft or More Like the Cloud Market: @illscience " I don't think it looks like Uber and Lyft. I think in the apps layer, you're going to have people that want to cons...

I just spoke to one of the best performing funds about a company: They said, “founder is truly world class but we don’t think is directionally correct.” 🤣 you kidding me. I want them to send ...

Is triple, triple, double, double dead in a world of AI? @illscience "I do not think so. I do think you have to be the top of your peer set. There are some markets where you see this explosive g...

Agents reduce switching costs turning hostages into customers... @illscience "The cost of transitioning from one SaaS provider to another is going dramatically down. Some companies have hostages,...

Prediction: it is 2030 and Bending Spoons has acquired Snap.

Is SaaS Dead? Will We Vibe Code Everything? @illscience " If you look at SaaS spend today, it's 8%-12% of enterprise spend. Even if you vibe coded your ERP and your payroll with all of the kind o...

Do you have to be in SF to build the best AI companies today? @illscience "There is a network effect for builders in SF. So many of the secrets are things whispered down shadowy hallways. The ben...

“We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I have not lost a deal in 6 years”. It has never been a more uncertain time to be...

The core Turkish business was always very strong and a cash cow. The massive errors came from too much cash too quickly and mass geo expansion, executed poorly. Stripped back Getir in core mark...

We are dramatically under-investing in data centres as of today.

Keir Starmer is in an untenable position. He has to go; either now or post local elections in May. Either one, he will be gone. The terrifying realisation. Angela Raynor waits in the wings....

This is an embarrassment to the European ecosystem. It shows how out of touch and irrelevant the French administration is. For the love of God, if you are not going to help, then do no harm. ...

How much better is Grok Heavy than Grok standard? Thoughts? Reviews?

If you think Europe does not have the ability to build $100BN companies then you simply don’t have good dealflow. It’s that simple.

The public markets have decided that SaaS revenue durability and growth is challenged at best and extinct at worst. So where is value in a world of uncertainty. Gnarly, f****** hard, backend bu...

Keir Starmer is in an impossible position. He has to get rid of Morgan McSweeney. That said, when you remove an aid like this, more often than not, you are weakened not strengthened. Same with...

Listening to a competitor podcast. 22 mins in, haven’t learned a thing. 80% wouldn’t have made the cut for a 20VC. The currency of our customer is time. We protect it and optimise it.

In the last 2 hours I have had 4 public company CEOs message to let me know that our 20VC with @rodriscoll @jasonlk is their weekly must listen. That is product market fit. 🚀

The only podcast you have to listen to every week. No politics. Just tech. - SpaceX Completes $1.25TRN XAI Acquisition - The 2026 SaaS Massacre: Public Market Collapse - Microsoft's $360 Billion ...

Satya’s statement of making Sundar dance was premature. Today, he sits at the helm of a company that does not own their own models and has no play in building their own chips. They are behind a...