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PERSON DIRECTORY

Zach Lloyd

Zach Lloyd appears in 2 indexed conversations across 20VC, No Priors. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

2 EPISODES2 SHOWS
1 episode2 active
Language
20VCEN · 74 min

Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition

Harry StebbingsZach Lloyd

A Thinking Machines co-founder reportedly left a $10B-post company for Meta’s $3.5B offer, exposing how extreme liquidity can turn founder loyalty into a one-and-done game that investors must price.Six-year vesting, cliffs, repurchase rights, diversification, and staged follow-ons become more important as AI demand drives capital intensity, seed windows compress, and IPO thresholds rise from $200M to $400M ARR.