[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![joinearlybird Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1429132199240994818.png) Earlybird [@joinearlybird](/creator/twitter/joinearlybird) on x 93.3K followers
Created: 2025-07-22 17:03:00 UTC

Cluely: Long or Short? ⁉️

21-year-old @im_roy_lee's (Columbia dropout, Harvard rescind) viral AI startup built a “cheat on everything” tool.  Let’s dive in. 🧵

💸 Funding 
Raised $5.3M pre-seed (Apr) + $15M Series A (June, a16z) at $120M valuation. Spent on XXXXXX TikTok accounts, $1.5M rave, and rapid hiring. 

🚨 Recent Moves
ARR doubled to $7M by July. Now pitching as a productivity tool, not a cheat. Hiring top talent with $250–350K designer salaries. 

🤔 Long vs Short
Bull case: 150K waitlist, viral GTM, open-source speed - could be the Google of AI assistants.

Bear case: Ethical red flags, clones popping up, bait-y marketing, and weak moat. 

What’s your play? Long or short?

![](https://pbs.twimg.com/media/GweWs6lW4AAmabE.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947703939987870015/c:line.svg)

**Related Topics**
[productivity](/topic/productivity)
[$7m](/topic/$7m)
[tiktok](/topic/tiktok)
[$120m](/topic/$120m)
[andreessen horowitz](/topic/andreessen-horowitz)
[seed funding](/topic/seed-funding)
[$15m](/topic/$15m)
[$53m](/topic/$53m)

[Post Link](https://x.com/joinearlybird/status/1947703939987870015)