Margins Don’t Matter In AI

I think we should not be placing that much emphasis on margins today. We need a new taxonomy for AI companies. >> I'm thrilled to welcome Benchmark's newest partner, Everett Randall.Benchmark are one of the best firms in venture. >> Tiger died and we got six or seven more Tigers. I don't think Robbie or Hamont or even Ben and Mark at this point, I don't think that they can go to LPs and say, "Hey, we're going to get you 5x net on that." And when you're writing billion dollar checks, that is your main produc ...