Benchmark GP Details How AI Inverts Traditional SaaS Investing Rules

@cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ @HarryStebbings

@cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ On missing the frontier model labs, Ev said on @HarryStebbings:

"It f*cking sucks."

"It's a complete and utter failure on our part."

"You can't have a chance to make a 30x on scaled capital... and not do that. That's always a failure."

@MollySOShea @cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ http://Z.AI, Qwen and DS are winning right now. The foundation models are going to struggle under the pricing pressure.

@MollySOShea @cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ Why is Sierra considered horizonal? It's customer supper agents (vertical) no?

@MollySOShea @cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ To be fair the round structures of these labs and even spacex were not exactly friendly for early stage firm participation. feels like they didn’t miss many beyond

@MollySOShea @cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ 💚

@MollySOShea you deserve a pet if you don't have one. and one big enough to actually get someone or make them afraid when you whisper it in her ear.

@MollySOShea @cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ Huge news, congrats.