Molly O’Shea(@MollySOShea):Benchmark missed OpenAI, Anthropic, & SpaceX.. yet still built one of the strongest AI portfolios: Semis: @cerebras Vertical AI: @WeAreLegora Horizontal: @SierraPlatform Developer: @LangChain Prosumer: @HeyGen Orbital data centers: @Starcloud_ Plus: Manus, Mercor, Decart, Gumloop, Exa, Reducto, Eigen, 11x, Fireworks AI, & more. Benchmark GP @EverettRandle says "There was literally no thought of, 'This is the category that we're going into.'" "It was all founder out.. It was all based on the founder." "We don't invest in categories."

2026.06.30 01:23

Benchmark missed OpenAI, Anthropic, & SpaceX.. yet still built one of the strongest AI portfolios: Semis: @cerebras Vertical AI: @WeAreLegora Horizontal: @SierraPlatform Developer: @LangChain Prosumer: @HeyGen Orbital data centers: @Starcloud_ Plus: Manus, Mercor, Decart, Gumloop, Exa, Reducto, Eigen, 11x, Fireworks AI, & more. Benchmark GP @EverettRandle says "There was literally no thought of, 'This is the category that we're going into.'" "It was all founder out.. It was all based on the founder." "We don't invest in categories."

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