A General Partner at Benchmark, also a long time blogger. Will share thoughts on tech trends, company building, and startups generally.
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2024-09-26 22:23:25
In my last post I talked through the big stack game of poker that is happening with the LLM players.
2024-08-20 22:35:14
The next few years is going to make the "$600B Question" look small
2024-04-19 23:19:23
One of the fascinating things about what's happening in AI is that, rather than be a few distinct moments of technological disruption that unlocks new opportunities for startups (e.g., when Apple launched the AppStore, or integrated a GPS chip into the iPhone), I believe we're going to have a rolling thunder of AI breakthroughs that catalyze startup opportunities.
2024-04-01 23:50:09
A common trope repeated in the media and behind closed doors is that incumbents, not startups, are best positioned to take advantage of AI.
2024-01-19 22:34:08
I am grateful for all the conversations I've had with founders tackling "sell work, not software" opportunities. Some follow-up reflections from those conversations.
2023-08-22 06:32:42
For the past 25 years, application software startups have had a singular focus: increasing company and employee (including developer) productivity.
2023-07-26 00:04:49
On hiring and retaining employees who act more like founders than employees (update to 2016 post)
2023-07-24 23:00:28
Today we’re announcing that Victor Lazarte has joined the firm as our newest General Partner and cofounder.
2023-07-14 21:35:25
Another reminder on the value of first principles thinking
2023-05-04 21:28:47
AKA you don't want the plumber who can come right away.
2023-04-24 21:00:14
[Fell off the weekly-post horse when the SVB stuff went down, but trying to get back on.
2023-03-09 22:00:08
Pre-COVID, a lot of companies that were already scaling got forced to be distributed when shelter in place first hit, and then it was close to impossible to put the genie fully back in the bottle because talent moved everywhere, so they embraced being a distributed team.
2023-03-04 07:29:56
Combination of travel and my 10 month old waking up during my writing time (this morning was 4:30am!
2023-02-22 22:54:21
Almost 7 years ago to the day, I wrote a blog post called "How to build an enduring, multi-billion dollar business: create a 10x product + recast incumbent cost structures".
2023-02-18 21:49:53
I remember when I joined Pinterest in 2012, the company still had a relatively low profile.
2023-02-11 21:50:36
When I was at Pinterest leading product for the Discovery team, we started to leverage deep learning for our recommendations.
2023-02-02 22:23:47
In my last post, I explored the possible bull case for ChatGPT eclipsing Google’s dominance.
2023-01-24 21:50:31
ChatGPT’s interface is to say the least, bold.
2023-01-18 21:31:52
I’ve written before that to compete against an incumbent marketplace, re-imagine the atomic unit.