Benchmark is dead is absolute BS. No fund has played the AI wave of last 18 months better. Let me put this in context: In their most recent fund they have: Fireworks ($130M ARR) Sierra ($5BN valuation) LangChain ($1BN valuation) Mercor ($100M ARR in 11 months) HeyGen ($80M ARR in 12 months) Manus (one of most insane teams in AI) Oh and they have @peterfenton @ericvishria at the helm. Yeah, I am long Benchmark.
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