AI Startups: 100x and cheaper

April 02, 2024

A few “Sell Work, Not Software” updated thoughts

January 23, 2024

AI startups: Sell work, not software

August 23, 2023

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

April 24, 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

Frameworks

September 28, 2020

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

September 02, 2020

Hierarchy of Marketplaces — Level 3

June 19, 2020

Hierarchy of Marketplaces — Level 2

June 17, 2020

Will address in Level 2.

June 16, 2020

The framework should be the same!

June 16, 2020

The Hierarchy of Marketplaces — Introduction and Level 1

June 15, 2020

The Opportunity and Risks for Consumer Startups in a Social Distancing World — A Framework for…

May 20, 2020

“White Space” For Building A Marketplace: How To Find Your Competition’s Vulnerabilities — And…

March 12, 2020

Food Delivery Wars: 3 Takeaways From The UberEats, Postmates, Grubhub, DoorDash Ecosystem — How It…

February 26, 2020

The Hype Cycle of Features

December 05, 2019