Benchmark GP Everett Randle Discusses Startup Ecosystem In Brex Interview

@EverettRandle @benchmark

"The most popular companies and categories are almost the inverse of all these golden rules."

"If your AI product has high gross margins, that's actually a bad thing... it means no one's using your AI features."

"You have to rethink a lot of how you invest."

@EverettRandle

@EverettRandle @benchmark

"When @chetanp invested in @Starcloud_, we closed the investment weeks before @elonmusk started professing his love and bullishness on orbital data centers."

"But the investment was about the people. It was about @PhilipJohnston and the team he had built."

@EverettRandle @benchmark Listen on Spotify: https://open.spotify.com/episode/0oS4wGSDqYkmqqVcGRlHcv?si=S0PHbBNXSsy0qrtQh5YAMw

Apple: https://podcasts.apple.com/in/podcast/benchmarks-ai-bets-cerebras-sierra-legora-fireworks/id1738124704?i=1000774678130

Watch on YT: https://youtu.be/O6Dahcxwkn0

@MollySOShea @EverettRandle @benchmark Love Ev's take on the landscape usually, so looking forward to this one.

@EverettRandle is making a few pod appearances recently. something coming? 👀

@MollySOShea @EverettRandle And the meta level is that the right-hand graph is causing the risk of impairment on the SaaS graph to re-increase

@MollySOShea @EverettRandle We need to revisit the issue of McCarthyism in the context of the CCP’s transnational repression and its infiltration of U.S. universities to influence ideas, as well as local governments to influence policy. We cannot turn a blind eye!

@sourceryy @EverettRandle The classic invest in Elon and just sit back