Benchmark 加入一位新 GP，a16z 和红杉重金押注了一个语音 AI 硬件

Core Insights - Benchmark has experienced significant leadership changes, losing three General Partners (GPs) in the past two years, while also adding a new GP, Everett Randle, who has a strong background in AI investments [1][4][5] Group 1: Leadership Changes - Victor Lazarte, a key figure in Benchmark's investment in HeyGen, has left to start his own VC firm, marking a notable shift in the firm's leadership [1] - Everett Randle, previously a partner at KP, has joined Benchmark, bringing a wealth of experience in AI investments [1][2] - The firm has emphasized a flat organizational structure, valuing equal power and responsibility among partners [5] Group 2: Investment Performance - Benchmark's investments in AI have yielded impressive results, with many projects experiencing rapid revenue growth or securing multiple funding rounds [5] - Recent notable investments include a $25 million Series A round for an AI document product and a $105 million Series B round for Cursor, an AI programming tool [6] - The firm has also led significant funding rounds for AI-related projects, such as $85 million for Exa, which aims to create AI-centric search solutions [7] Group 3: Notable Projects and Valuations - Benchmark's early investments in AI projects like Cerebras have resulted in substantial valuations, with Cerebras recently achieving an $8.1 billion valuation after a $1.1 billion Series G round [8] - The firm has invested in various AI sectors, including AI coding, bug detection, and sales tax compliance automation, showcasing a diverse portfolio [6][8] - Benchmark's involvement in projects like HeyGen and Manus highlights its influence in the Chinese market, with HeyGen achieving $100 million in annual recurring revenue (ARR) [8]