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2024.08.15 NEO合戦2024 (渋谷O-EAST) #バンビのセトリ# SE 青春ギルティ 恋のキャンディ 私心伝心 BPM180 MC Clover とぅーまっそ 星形 MC たくさんの方に見てもらえて、とっても楽しかったです^ᴗ.ᴗ^♡ ババババンビ新体制初披露衣装でした!!🩵 夏🥹🥹🫶🏻🫶🏻🫶🏻バンビ、かわいいですか？👶🏻 #ババババンビ#

6/ Neo 又押中了一次 Listen Labs 早期曾进入 Neo 加速器，并获得一张 60 万美元的 SAFE。 据估算，这笔投资如今价值超过 2500 万美元。 而就在三个月前，Neo 还通过 Cursor 的收购获得了超过 1000 倍回报。 这笔交易几乎让所有参与者都赢了：Sequoia、Ribbit、Conviction、Pear、Neo，以及 Listen Labs 的创始人与团队。

Salesforce acquires Listen Labs for ~$2b. But who gets the 💰? My usual breakdown below 👇 The company was founded in Sep-23 and had raised less than $100m. Investors will share ~$850m of profits on $96m invested, a ~10x blended. From a huge pivot to a unicorn valuation term sheet they refused, this is truly a wild story ✍️. In the end an incredible outcome for all involved. So let's dive in! 1) The boldest move: walking away from $1.5b 🎲 Listen Labs had a signed $125m Series C term sheet from Menlo at a $1.5b valuation... and walked away from it to sell to Salesforce at ~$2b. This takes a huge amount of courage: few founders turn down a signed unicorn-plus round. @itsalfredw and @florian_jue did it 2.5 years after founding. Huge congratulations are in order for the discipline and execution of the founders here. 2) Founders and team: a life-changing outcome in under 3 years 🥳 By my best estimates, founders and team still own over half the company. At $2b, that's ~$1.1b for them to share. Specifically, assuming a 15% option pool, that is ~$300m for the team and ~$750m for the two co-founders. And, as was the case with Hugging Face, this is all from a pivot. They originally built an AI customer-interview tool to understand why their viral app BeFake was growing, then realised the tool was the business! 3) Sequoia's Bryan Schreier did it again 👑 What few people know is that Bryan was an early backer of Qualtrics... the category Listen Labs is disrupting. Now he led both the seed and the Series A here. By my estimates, those two rounds will return ~$670m combined, or ~25x on ~$27m invested, in under three years. Pattern recognition and industry knowledge have their perks, it would seem! 4) Ribbit: 4x in 8 months ⚡ Ribbit led the $69m Series B in Jan-26 at ~$500m. At $2b, that's ~4x in 8 months. Unbelievable IRR and a great return on a meaningful cheque. 5) Neo does it again, congrats @apartovi 🎯 Listen Labs went through the Neo accelerator early on, which came with a $600k SAFE. On my estimates, that cheque is worth ~$25m+ today. This comes just three months after Cursor's acquisition (a cool >1,000x for Neo). What a hit rate! This one is very straightforward: it is a massive win for everyone. And so congratulations to all involved: Sequoia, Ribbit, Conviction, Pear, Neo and the team!

4/ 但按回报倍数看，早期投资人更夸张。 NEO、OpenAI Startup Fund，以及Nat Friedman、Patrick Collison、Jeff Dean等早期支持者，预计获得数百倍回报。 其中NEO的回报超过1000倍，对应价值约15亿美元。

Cursor以600亿美元退出，最夸张的赢家并不是投钱最多的人。 Ali Partovi旗下Neo在Pre-seed阶段写下首张支票，约4年获得近3000倍回报；OpenAI Startup Fund约500–800倍。 Thrive进场更晚，却拿走最高绝对收益：预计净赚70亿–110亿美元。 图中数据均为估算区间。

I took the investor table from Cursor's $60B exit, and turned it into this graphic with Claude. Some quick notes: each box represents an investor, and the scales are in 4th root (for better visibility). x-axis is money in, y-axis is money out. Each box spans the approximate range of both. The further up and left a box, the larger the ratio of outcome. The boxes try to capture some of the ambiguity on investment size / terms, and range of outcome possible. The most notable one here probably is Ali Partovi's Neo writing a pre-seed check which ~3000x’d in about 4 years. The OpenAI startup fund did quite well here themselves with a nice 500-800x. Thrive, while a bit later, made the most in absolute value, netting somewhere in the range of $7B to $11B

About $30 *BILLION* of proceeds 💵... and >1,000x returns for the earliest investors 📈. Let's break down the winners and losers of the Cursor Acquisition by SpaceX 👇: *1) We have to start with the only loser:* Alameda, or rather the nutcases who sold its stake for 1.0x. They handed over a >1,000x return to the buyers of that stake, less than 3.5 years later. A gloriously stupid move. I would love to know if anyone managing that estate still has a job? *2) The largest winners in $ terms: a16z and Thrive:* The three consecutive rounds which they led / participated in (Series A / B / C) created ~$14bn of proceeds. A job well done. The lesson here: when venture growth works, nothing else truly compare in the sheer $ returns in generates. Put a lot of $'s in, get a mega amount of $ out. *3) Early investors: hitting a total home run:* NEO (Ali Partovi), OpenAI Startup Fund, and many angels (Nat Friedman, Patrick Collison, Jeff Dean, BoxGroup, Arash Ferdowsi and many more...) are sitting on hundreds of times their money. While I'm sure it was not on Elon's bingo cards to wire a few billions to OpenAI, this is an angel's wet dream come true for the individual investors involved. NEO & Ali Partovi at >1,000x notably on a decent check is likely pocketing ~$1.5bn in the transaction. *4) Nearly ~$30bn of total proceeds to investors, a blended 8x+ return on ~$3.3bn invested* The magnitude of this exit dwarfs many large tech IPOs. For Funds involved, LPs, and early angels, this is a transformational outcome - and it will have positive repercussions on the whole ecosystem. Congrats to @martin_casado, @JoshuaKushner, @apartovi and all involved. This is what venture is all about!

🕳️ Mole for Mac 1.12 is live. The theme this time: use less of your Mac, and be honest about what it did. Lighter over days, not minutes. Sampling wakes less often, menu bar CPU stops creeping up, long lists stay smooth. Cleanup reaches further: Dia, Zed, stale caches. It marks cloud-synced files, reports the space you actually got back, and never stalls on a stubborn folder. Chat history, local models and active builds stay untouched. Updates that finish. App Store apps update inside Mole when that's safe, Homebrew shows real progress and survives slow networks, ChatGPT and Chrome hand off to their own updater. When macOS blocks a replacement, the row tells you why and opens the right setting. Battery Care can top up to 100% on demand, and the card shows live power draw, real health, and whatever is eating the most. The menu bar runners are redrawn pixel-crisp from the open-source RunCat Neo gallery (thank you, Takuto Nakamura), and every runner's pace tracks real load. Plus: Celsius by default, an Open Source Licenses panel, SMART failures in the health score, VoiceOver fixes, and no more twin windows on dual-display Macs.