Seth Fenster @sethtjf

I was once pitching in a board room at a top 3 VC firm for a $15M Series A. 12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30+ minutes. Nobody acknowledged it. Everyone just kept going. I kept presenting my Series A slides to an unconscious man in a

364 188 6K 8.6M 2K

2 0 9 1K 1

View Details

Seth Fenster @sethtjf

2 days ago

@cyrusjohnson @DreAllDay iykyk

1 0 1 50 0

View Details

Seth Fenster @sethtjf

2 days ago

@gabepereyra Be honest, do you have an internal leaderboard for who makes the most suits references?

0 0 0 28 0

View Details

Seth Fenster @sethtjf

2 days ago

@_asadmemon @eastdakota @pmarca he was shaking when he posted

0 0 4 173 0

View Details

Seth Fenster @sethtjf

2 days ago

@gabepereyra @loganbrown799 that's the framing that I think makes sense which was why I was surprised by the "bigger business" argument. I think Winston was probably trying to suggest that it's the "better business" for Harvey and I think that's a fair position to hold.

1 0 0 35 0

View Details

Seth Fenster @sethtjf

2 days ago

@gooby_esq 😂😂

0 0 0 32 0

View Details

Seth Fenster @sethtjf

2 days ago

@gooby_esq my exact reaction before blurting out some dumb non trauma about HS sports lol

1 0 0 62 0

View Details

Seth Fenster @sethtjf

2 days ago

I think we're talking passed each other a bit here and that's fine. My original replies were focused on Winston's claim that selling the infra to law firms and in house teams is a much bigger business than being a law firm. I don't disagree with anything you've said, but it is at odds with Winston's stated reason for not making the law firm pivot. Harvey will still be a massive business selling 10% of tokens, but I'm still not convinced it would be bigger than the something vertically integrated. More importantly, I find your framing of tokens sold, comparison to engineering, and recent posts about post-training a strong signal of what's to come for Harvey.

1 0 0 19 0

View Details

Seth Fenster @sethtjf

2 days ago

@morganlinton @dabit3 @DevinAI You won’t regret it

0 0 2 87 0

View Details

Seth Fenster @sethtjf

2 days ago

@DevinAI VMs are so wildly impressive what a feat of engineering

3 4 40 3K 5

View Details

Seth Fenster @sethtjf

2 days ago

I'm not arguing that Harvey's TAM is only legaltech. I am saying that without becoming a law firm Harvey's TAM will never exceed the market for legal services and I think that's true even if you provide the infra for law firms and in-house teams to consume a lot of tokens bc it can't be true that law firms pay Harvey more than they generate in fees for their legal services. Winston's reply in the screenshot I shared implied that the infra for law firm business is bigger than the legal services business and I simply don't see how that can be true on its face for the reasons above. I'll concede that you have more information about your business than I do, but I don't understand the argument based on the information available to me.