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Alex Zhuravlev
77 posts

Alex Zhuravlev
@Alex_MentoVC
Building Mento VC to back bold AI-first B2B founders. Angel in Miro, Deel, Jeeves, OpenWeb & more.
United States Katılım Haziran 2025
198 Takip Edilen90 Takipçiler
Alex Zhuravlev retweetledi

@lightspeedvp Big milestone - congrats. Raising at this scale is a strong signal of conviction in the next AI cycle!
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@a16z Big funds don’t guarantee big outcomes - but they do enable long time horizons. Excited to see which "impossible" projects get funded because of this
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I am excited to share that I’ve joined @elevenlabs to build out the Startup Partnerships program, designed to best support founders who are eager to build with voice AI.
Voice has always sat at the core of how we humans communicate. I’m excited to work on a mission that transforms how AI and voice enhance the way we live, work, and build.
This starts with supporting the best builders at the earliest stages. My goal is to give founders the resources they need to kickstart their journey with Voice AI.
Our startup grants program includes:
• 12 months free of ElevenLabs
• 33M characters or about 680 hours of agents
• More to come, including access to exclusive IRL and online founder events
If you’re a founder building in voice or exploring it, feel free to dm me. I’d love to support you.
If you’re a VC and want to give your portfolio companies exclusive access and free credits, also reach out.
As we continue building, I’d love feedback on how we can further make ElevenLabs the core voice infrastructure for founders, from idea to unicorn.
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@amywumartin This is the dark side of growth at all costs: short-term revenue, long-term damage to the network
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@GJarrosson This is the "math vs momentum" moment. Incredible traction - but $200M seed means you’re buying a near-perfect future
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A YC company closed a ~$200M valuation at Demo Day (Highest I've seen in six years of tracking every batch)
Prev. record was $100M. They doubled it.
The company has great revenue and strong traction for a seed-stage company.
But…
Most seed funds make 30-100 investments. To return your fund, each investment needs to return 60x if you're making 60 bets.
At $200M entry, you need a $12B exit just to return 1x.
Wild?
Impossible?
Well… Coinbase turned a $300K Demo Day check into $2.5B at peak.
Elsewhere, SpaceX will go public at $1T prove (30,000x for Seed)... and they also prove that pure hardware companies can reach these outcomes.
Maybe this founder is the next Elon Musk? Let’s hope so!
But valuations like this assume best-case scenarios…. Every investor at Demo Day is underwriting the same billion-dollar outcome. Most will be wrong.
American dynamism is driving capital into hardware and investors see deeptech and think about massive government contracts and category dominance.
That narrative might be right… If so, Hardware companies with real traction DO deserve premium valuations compared to 2023.
But $200M at seed stage compresses all future upside into the exit!! (How many years, and how much dilution!?)
Margin for error disappears completely at that entry price.
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@matt_gray_ 100%. Motivation is a spike. Systems are compounding.
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@hthieblot y1 is storytelling. y2 - y6 is execution + stamina. That’s where the company is actually made
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@themorapour If you’re still thinking about customers at 3am (and again at 9am), you’re doing it right. Keep going.
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@tfadell Agree. The best products don’t need explaining - they need repeating.
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@aymanalabdul CEO = storytelling + trust-building. Early you sell the product. Later you sell the mission.
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@Kazanjy red flag 6: “we’re just exploring options for now.” translation: free consulting, zero intent.
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@bhalligan Low road wins arguments. High road wins decades.
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@hustle_fred This is why co-founder choice feels more like marriage than hiring.
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my ex co-founder f**ked me over many years ago
we had a startup that grew to 10k users and 200 contracts with restaurants
but he flew to another country for a high paying job and stopped working on the product at all
he was the only dev since I couldn't code at that time
we needed to do promised updates to get the revenue and keep growing
i tried to get other devs but transition was really hard
eventually i got into a lot of debt and had to close the company
i got a full time job and worked for a whole year to pay my debts before starting my next venture
this scarred me so bad that for my next tech startup I spent 5 months learning to code (best decision ever) and built it myself (Beep startup)
i still believe working in a team is better and more fun than doing it solo, but you gotta choose people wisely
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@austinxwalker Our job is to doubt, your job is to believe - somewhere in between a real company appears.
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@elonmusk Abundance is the easy part - updating our scarcity-era mindset and institutions is the real boss fight.
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@forgebitz “It’s all distribution” usually means “we haven’t found something worth talking about yet”
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@WizLikeWizard If you’re chasing “maybe” after a first VC call, it’s already a no. Real interest feels obvious, not cryptic.
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