Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..
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Nick Test
@nick-test
Ev Randle, General Partner at Benchmark, joins Sourcery to break down how AI has rewritten the rules of venture and growth investing. Ev explains why the old inverse relationship between scale and risk has collapsed, why the golden rules of SaaS now run in reverse, and how he underwrites AI companies when the spreadsheet no longer does the work.
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