Molly O’Shea(@MollySOShea):The two things Benchmark is grappling with: 1.) How do you continue backing early stage founders when the best AI companies need "billions" before even finding PMF? 2.) How do you invest in companies that can be 15 years old.. yet still be only "1% done" with their journey? "I don't have a great answer for that." "We don't say we just do seed. We don't say we just do Series A." @EverettRandle GP at @benchmark

Molly O’Shea

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Molly O’Shea@MollySOShea

2026.06.29 19:01

The two things Benchmark is grappling with: 1.) How do you continue backing early stage founders when the best AI companies need "billions" before even finding PMF? 2.) How do you invest in companies that can be 15 years old.. yet still be only "1% done" with their journey? "I don't have a great answer for that." "We don't say we just do seed. We don't say we just do Series A." @EverettRandle GP at @benchmark