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winston weinberg

T2 · manager / operator

Co-founder and CEO of Harvey, an AI platform for legal and professional services.

6 calls·3 names·67% bull·last heard 2 months ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$HARVEYHarveyposition

Harvey has raised $1B+ and reserves ammo for massive post-training of legal models

Harvey is sitting on more than $1B in cash without having spent most of it; the eventual use will be post-training with synthetic data generated by coding models indistinguishable from real docs, opening a proprietary edge.

Sourcery VC2026-06→
2ndmedium conviction
$LEGORALegora

Harvey CEO plays down Legora in Europe: 'our win rate tops 70%'

Weinberg pushes back on the narrative that Legora dominates Europe, claiming a 70%+ win rate for Harvey in the region. The real competitor, in his view, is the foundation labs, not the vertical rivals.

Sourcery VC2026-06→
3rdmedium conviction
$ANTHROPICAnthropic

Weinberg: foundation labs like Anthropic will re-enter every vertical that gains traction

Claude for Legal, and rumors of a Codex for Legal, show that the labs will repeatedly attack profitable verticals. Competition with the labs is constant, not a one-time event.

Sourcery VC2026-06→

most discussed · click a bar to filter

6 total
$HARVEY
Harvey
HIGHwinston weinberg·Sourcery VC·2 months ago· position
Harvey has raised $1B+ and reserves ammo for massive post-training of legal models
Harvey is sitting on more than $1B in cash without having spent most of it; the eventual use will be post-training with synthetic data generated by coding models indistinguishable from real docs, opening a proprietary edge.
"you can actually take sets of documents and create synthetic docs that are so good that the lawyers can't tell the difference between whether they're created, you know, by an actu…"
15:33
$HARVEY
Harvey
HIGHwinston weinberg·Sourcery VC·2 months ago· position
Weinberg: Harvey's bet is vertical models 100x cheaper than the frontier
Harvey post-trains specialized models for specific legal tasks (diligence, change of control) that cost 100x less than GPT-5/Opus but match their performance. The thesis: 'GPT-10 could be more expensive than a lawyer,' and the value will sit between frontier and commodity.
"There's a world in which GPT-10 is more expensive than a lawyer. There's a That's like a very possible world... can you actually create models that like do diligence, do change of…"
30:39
$HARVEY
Harvey
HIGHwinston weinberg·Sourcery VC·2 months ago· position
Harvey triples ARR to $300M, token usage up 13x and DAU/MAU jumps to 52%
Growth is purely product-driven: token usage from 1T to 13T monthly in a year, DAU/MAU from 36% to 52% after an infrastructure switch that doubles usage every month.
"You were at 100 million in ARR last August and now you're nearing 300 million. It's 100% product. Our token usage in January was 1 trillion and this month it'll probably be like 1…"
0:06
$HARVEY
Harvey
HIGHwinston weinberg·Sourcery VC·2 months ago· position
Harvey CEO: ARR triples to $300M with 13 trillion tokens a month and DAU/MAU at 52%
Growth is 100% product-driven: token usage is up 12x YoY (from 1T to 13T monthly), DAU/MAU rose from 36% to 52%, and queries per user doubled QoQ. A switch in cloud provider catalyzed a doubling of usage.
"We're at around 2,000 customers, um somewhere around 300 million ARR. Our token usage in January was 1 trillion and this month it'll probably be like 12 or 13 trillion. Our DAU ov…"
13:52
$LEGORA
Legora
MEDwinston weinberg·Sourcery VC·2 months ago
Harvey CEO plays down Legora in Europe: 'our win rate tops 70%'
Weinberg pushes back on the narrative that Legora dominates Europe, claiming a 70%+ win rate for Harvey in the region. The real competitor, in his view, is the foundation labs, not the vertical rivals.
"In terms of other competitors, Legora is fast-moving behind you. How do you think about... they are dominating Europe. So how do you close that gap? Yeah, I mean I would say in Eu…"
30:56
$ANTHROPIC
Anthropic
MEDwinston weinberg·Sourcery VC·2 months ago
Weinberg: foundation labs like Anthropic will re-enter every vertical that gains traction
Claude for Legal, and rumors of a Codex for Legal, show that the labs will repeatedly attack profitable verticals. Competition with the labs is constant, not a one-time event.
"I mean you saw Claude for legal. there's a rumor that like Codex for legal, right? I think that the reality is like what labs have an incredible amount of resources... The better…"
31:40