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.

“Half the people that graduate with a CS degree can’t even code. Just because you have a PhD, it doesn’t mean you can make some breakthrough in physics. You need street smarts and creativity.” Love to hear your thoughts on this @adarsh_exe @GarrettLord @BrendanFoody @manuaero

Event organisers, I know you want to stuff as many speakers on a stage at once but panels are legitimately shit. They are just worse than 1-1s. Everyone needs to speak. Makes chats stilted. Prevents deeper engagement. Make great content, don’t stuff speakers to the max.

The most anticipated show of the week. This one has more bangers than a Coldplay concert… - Lovable Raises at $2BN & Hits $100M ARR - Is Cursor Worth $28BN at $1BN in ARR? - How Do All Providers Deal with Anthropic Dependency Risk? - Are Seed Funds F**ked? Have Mega Funds Won? - Figma IPO Breakdown: Where Does It Price? My 5 takeaways with @jasonlk & @rodriscoll 👇

Fun fact: our 20VC episodes with @rodriscoll @jasonlk lead to an average of 387 emails into the team per show. Tomorrow is better than ever. Stay tuned. 🔥

Anti-portfolio regret is the psychological price you have to pay for being in the game. It is the emotional tax you pay for being in good dealflow.

“I have no 1-1 meetings. I give people my Calendly and they are surprised by how blank it is. I avoid filling my day with meetings. Why do you need 1-1s? Are you not aware of what they are doing? We are pretty ruthless about killing meetings internally.” Lessons on this @rabois @bchesky @joulee @chughesjohnson @tobi? 👇

20VC has to be #1. Will not stop until we are there.

“The system is set up to stop change.” The UK’s shortest-serving Prime Minister on: - What really happened during the mini-budget crash - Why the Treasury doesn’t believe in growth - How regulation is choking entrepreneurship - Why Britain is stuck in long-term decline - And why she thinks Westminster is structurally broken Is the UK addicted to stagnation and allergic to bold ideas? My 5 takeaways from @trussliz on Business of Politics 👇

Listening to a podcast thinking it is amazing how such high status people have such low IQs. This one is a record for moronic base statements.