Основатель и управляющий Mento VC. 9 лет в венчуре.
Инвестирую в AI-стартапы в Долине.
Рассказываю, как вижу рынок и принимаю инвестиционные решения.
Развиваю сообщество инвесторов.
Инвесторам: @katiatatulova
DM: @alexzhuravlev
Рекламы нет
Created
Between 1 October 2023 and 30 April 2024— estimated from Telegram’s id allocation, not measured. How this range is calculated.
6 measurements spanning 10 days, net +240. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 8,071–8,383 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)
Subscribers
Change
16 Aug 2026, 01:48
8,347
+20
12 Aug 2026, 09:02
8,327
+35
9 Aug 2026, 05:02
8,292
+178
6 Aug 2026, 08:51
8,114
+7
6 Aug 2026, 03:04
8,107
no change
6 Aug 2026, 01:49
8,107
first reading
Engagement
27 posts held, back to 8 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 12 pagesof Telegram’s post history, 20 posts per page.
ERR · 30 days
44.0%
avg views ÷ 8,347 subscribers
Avg views / post
3,680
22 posts measured
Reaction rate
1.38%
reactions ÷ views · ER floor
Posts in window
22
of 27 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views— note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
What these figures were computed from
Window
Rolling 30 days · latest post in window 17 August 2026
Posts held
27 (8 July 2026 – 17 August 2026)
Views total
80,870
Reactions total
1,117
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
18 Aug 2026, 04:33 UTC
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
What this channel posts
Photos
204
Videos
51
Links
184
Lifetime counters from Telegram’s own channel header, read 18 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.
Video runtime
3m 30s
Average length
1m 45s
Measured directly from 2 videos with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
Reaction mix
1,436 reactions across 26 posts, in 10 distinct kinds. The most used accounts for 39.3% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
564
39.3%
🔥
298
20.8%
👍
242
16.9%
🦄
178
12.4%
😁
66
4.60%
🤔
43
2.99%
👏
19
1.32%
🙏
19
1.32%
🤯
6
0.418%
🆒
1
0.07%
No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.
Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.
Coverage. Reactions were read on 27 of the 27 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 1,513reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 27 most recent posts we hold, published 8 July 2026 to 17 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.
Telegram Stars
Stars received
87
across the posts below
Posts paid on
17
of 27 we hold a reading for · 63%
Most on one post
16
single highest reading
A paid reaction is a reader spending Telegram Stars — bought with money — on a post by @exitsexist. Telegram publishes the count on the public post preview alongside ordinary reactions, and this register reads it there. It is the only figure on this site that measures money moving rather than attention.
Stars are not reactions, and the two are never added. They are rendered in the same strip on Telegram and counted in the same shape, but one is a tap and the other is a purchase. The reaction totals and the engagement rate elsewhere on this page exclude every figure in this section, and no rate here is computed against a reaction count.
This is not revenue, and we publish no currency figure. What a Star costs a reader and what it pays a channel are different numbers, Telegram takes a share we cannot observe, and the terms have changed. Converting a Star count into money would be an estimate dressed as a measurement, so the count is where we stop.
Counted over the 27 most recent posts we hold for this entry, published 8 July 2026 to 17 August 2026. Star counts above 1,000 reach us in Telegram’s short form and carry the same three-significant-figure rounding as everything else on this page.
Зачем компаниям строить собственный AI и как это делать?
Ответу на этот вопрос Sequoia Capital посвятила отдельное видео для фаундеров и AI-команд.
Речь в нем о sovereign AI - подходе, при котором компания сама развивает AI под свой продукт, а не подключает его к внешним моделям (GPT/Claude). Как пример: берет открытую базовую модель и адаптирует ее под свои данные, задачи и контекст.
Sequoia по шагам разбирает, к…
Инвестиционные комитеты в Mento VC
Инвесткомитет (ИК) - это звонок, куда мы приглашаем инвесторов Mento VC и вместе обсуждаем плюсы, минусы и риски конкретной сделки. Подобные встречи проходят в любом венчурном фонде, но обычно они закрыты для LP, а мы зовем всех наших инвесторов послушать нас, поделиться мнением и задать вопросы. Решение по сделке, при этом, всегда остается на управляющей команде.
Недавно у нас по…
Что ждет нас в будущем с AI? Полный перевод манифеста Марка Цукерберга
Вчера Марк опубликовал большой текст о том, каким он видит будущее с AI и сверхинтеллектом.
Мне он показался интересным, поэтому мы с командой его изучили и перевели для вас.
Неколько мыслей, которые идут сквозь весь манифест:
• Главный потенциал AI — это возможность каждому человеку создавать то, что раньше было слишком сложно, дорого или воо…
Инвест мемо: как фонды смотрели на будущих лидеров рынка (и не только)
Перед каждой сделкой фонд собирает investment memorandum, подробно рассказывал в этом посте.
Обычно этот документ никуда не публикуют, но бывает что управляющие фондов делятся им спустя время.
Нашел ресурс, где собраны 38 публично доступных мемо: есть, например, от Sequoia по DoorDash и YouTube, от Lightspeed по Snapchat и другие.
Для инвестор…
Такое настроение
«я лучше буду оптимистом и буду упорно работать, чем пессимистом, который пишет посты о том, почему ничего не получится.
да, так гораздо сложнее, и этот путь почти наверняка будет полон неудач, но если люди перестанут пытаться, мы как общество заведомо проиграем.
сколько ни пиши эссе на тему "это никогда не сработает", прогресс этим не создашь.»
Everything is seed
Аарон Харрис, бывший партнер YC, написал любопытное эссе про то, почему привычные критерии оценки стартапов перестали работать, и на что инвесторам теперь смотреть сегодня?
Вывод получился не новым, но как автор к этому умозаключению пришел - интересно 🙂 Я с этой точки зрения раньше не смотрел.
Читайте ниже:
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Очень мало кто рассказывает, как AI работает в enterprise изнутри. Есть авторский канал, ведет Max Votek — ко-фаундер в Customertimes. Компании 19 лет, 1000+ сотрудников, клиенты — Abbott, Coca-Cola и т.д.
Он построил бизнес в США и прошел весь путь эмиграции – от адаптации до собственного дела за океаном.
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Главное не ссать
Как-то я сказал это команде, и добавил — а если уж и ссыте, то все равно продолжайте идти. Чтобы не стоять обоссаными.
А пока идете - высохнет.
Недавно вспомнил это и решил что это надо зафиксировать и оставить тут 🙂
В первом фонде Mento VC первое списание
Фаундер компании Kodezi решил остановиться и закрыть свой продукт (и деньги кончились). Это наше первое списание из 29 компаний за три года фонда. Что на самом деле неплохо, обычно за этот период списаний уже гораздо больше.
Мы инвестировали в компанию в апреле 2024. На тот момент Cursor подняли еще только $8M Seed раунд и активно шел в B2C, у Kodezi продукт был не хуже, но ф…
Компании, в которые мы НЕ проинвестировали за последние три месяца
1. AI-legal firm для фаундеров.
Сначала впечатлили метрики: заметная база клиентов, стабильный поток входящих рефералов при нулевом маркетинге, очень высокий retention, растущая выручка.
Почему нет? Вся выручка – разовые платежи с маленьким средним чеком, без плана его растить. Рынок в этой нише, скорее всего, поделят два-три крупных игрока: там уж…
How Sequoia works?
Именно так называется этот подкаст у Uncapped with Jack Altman.
И это одно из самых интересных видео про процессы в венчурном фонде, которое я видел. Меня так зацепило, что я попросил всех в команде посмотреть это видео и потом сделали отдельный звонок, где час обсуждали его все вместе.
Не хочется вам выделять тут что-то одно или спойлерить, поэтому мы просто выделили самые интересные моменты из…
❤22🦄9👍8🔥4
Showing the 12 most recent of 27 posts we hold for @exitsexist. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Stars beside a post are paid reactions — Telegram Stars, bought with money and spent on that post. They are a different unit from reactions and are never added to them, here or anywhere else on this page.
Citation-graph rank
Citation-graph rank — 3,667 of 1,507,151entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Named by 12 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 16 August 2026 — this
entry's latest reading, not the date you are reading this.
“Саша Журавлев | Mento VC” (@exitsexist), 8,347 subscribers as measured 16 August 2026. Telegram Register, tgregister.com/channel/exitsexist.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.