Molly O’Shea on X: "NEW: The Death of Spreadsheet Investing. Inside Benchmark's New AI Playbook Everett Randle (@EverettRandle), GP at @benchmark Why every golden rule of SaaS just got inverted & how AI is rewriting venture investing: › You can now pass $1B+ in revenue with unproven unit https://t.co/oEV3yLuJIw" / X
NEW: The Death of Spreadsheet Investing. Inside Benchmark's New AI Playbook Everett Randle (@EverettRandle), GP at @benchmark Why every golden rule of SaaS just got inverted & how AI is rewriting venture investing: › You can now pass $1B+ in revenue with unproven unit https://t.co/oEV3yLuJIw
NEW: The Death of Spreadsheet Investing. Inside Benchmark's New AI Playbook Everett Randle ( @EverettRandle ), GP at @benchmark Why every golden rule of SaaS just got inverted & how AI is rewriting venture investing: › You can now pass $1B+ in revenue with unproven unit economics.. › Late-stage companies can have much higher upside than a Series C Benchmark's AI Bets: Cerebras, Manus, Mercor, Sierra, Legora, Fireworks, Exa, Starcloud, Gumloop.. We cover: › The Disorientation: Scale No Longer De-Risks a Company › What Happened to the Golden Rules? › AI Inverted Nearly Every Framework…
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