Thinking through the future for LLM companies... and what this means for B2B AI startups

September 26, 2024

The big stack game of LLM poker

August 20, 2024

Rolling Thunder of AI Opportunities

April 19, 2024

What MidJourney, DeepL, ElevenLabs, and HeyGen have in common (besides special teams and explosive growth!)

April 01, 2024

A few "Sell Work, Not Software" updated thoughts

January 19, 2024

AI startups: Sell work, not software

August 21, 2023

The Mitochondria in Startups

July 25, 2023

Benchmark's New General Partner, Victor Lazarte

July 24, 2023

Don't Fall Into the Trap of Taking the Wrong Lessons from Others' Success

July 14, 2023

Time to start cross posting on Threads :)

July 06, 2023

"They're the ones who reached out to me"

May 04, 2023

How to escape competition -- Building enduring application-level value with LLMs

April 24, 2023

Founding a company? My nudge to choose to be co-located (vs distributed).

March 09, 2023

My "Two min workout"-equivalent post

March 03, 2023

10x and cheaper in an AI world

February 22, 2023

Taking advantage when a window opens for you

February 18, 2023

Feedback loops, and Google’s home-field advantage with LLMs

February 11, 2023

Startup weapons against ChatGPT: focus and a tight feedback loop

February 02, 2023

Thinking through the Bull Case for OpenAI’s threat to Google’s dominance

January 24, 2023

How to compete against an incumbent: change the atomic unit (even in social)

January 18, 2023

Find a fast current, not a large body of water

January 11, 2023

Trying something new — Weekly Thoughts

January 04, 2023

Long Live Web3!

July 28, 2022

Benchmark’s newest Venture Partner, Jason Droege

September 30, 2021

The Danger of Early Hype in Consumer Social

July 27, 2021

Benchmark’s Newest General Partner, Miles Grimshaw

December 11, 2020

Measuring Happy GMV, and why I'm over Net Promoter Score

September 02, 2020

rougher drafts

July 29, 2019