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Marc Andreessen 🇺🇸@pmarca
Cc @travisk Adam Neumann @jack @naval @emilmichael @bhorowitz
1:58 PM · Jun 29, 2026 · 82.8K Views
Benchmark's Everett Randle discusses the state of the startup ecosystem in a Sourcery interview
The 57-minute interview contains no product or technical demonstrations.
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Positive users praise Everett Randle's Waterfall Framework and AI investing insights from the podcast, while negative users criticize Benchmark's founder choices or post hostile comments.
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12 comments with sentiment.
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◢@joemccann
@pmarca @travisk @jack @naval @emilmichael @bhorowitz Shots fired
1dViews 5.5KLikes 3
BOOKMARKS5LIKES141REPLIES2
travis kalanick@travisk
@pmarca @jack @naval @emilmichael @bhorowitz
1dViews 4KLikes 141Bookmarks 5
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Marc Andreessen 🇺🇸@pmarca
Cc @travisk Adam Neumann @jack @naval @emilmichael @bhorowitz
Molly O’Shea@MollySOShea
"The benefit of Benchmark is, we don't invest in categories, we invest in people."
@EverettRandle says Benchmark's strategy is " all based on the founder."
"There's zero thought to, 'This is going to be a big category.'"
"It's that this is an unbelievable entrepreneur that is going to put their energy to an idea that they've convinced us is really, really interesting."
"When you focus and have your strategy around that—great entrepreneurs are always in style."
1dViews 407.1KLikes 543Bookmarks 230
Molly O’Shea@MollySOShea
@cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ @HarryStebbings
21hViews 1.8KLikes 2Bookmarks 1
Molly O’Shea@MollySOShea
"The most popular companies and categories are almost the inverse of all these golden rules."
"If your AI product has high gross margins, that's actually a bad thing... it means no one's using your AI features."
"You have to rethink a lot of how you invest."
1dViews 402Likes 7Bookmarks 1
Wei Wu 吴伟@WuWei113
@MollySOShea @EverettRandle True retard maxxing. This white man my hero
1dViews 994Likes 14
@pmarca @travisk @jack @naval @emilmichael @bhorowitz Benchmark team rn:
1dViews 2.9KLikes 12
Richard Night@rqnight
@pmarca @travisk @jack @naval @emilmichael @bhorowitz imagine bragging about investing in Adam Neumann
1dViews 2.7KLikes 9
Moin Nadeem@moinnadeem
@pmarca @travisk @jack @naval @emilmichael @bhorowitz @grok What is the drama between Benchmark and @jack ?
1dViews 3.2K
Molly O’Shea@MollySOShea
DISCLOSURE: This could also be your dad. We are well aware of some hard core tokenmaxxing moms out there. Damn Ev.
22hViews 796Likes 9
Wolfe Folks@WolfeFolks
@pmarca @travisk @jack @naval @emilmichael @bhorowitz Didn’t they pass on Anthropic twice!?!?
1dViews 4.5KLikes 7
Molly O’Shea@MollySOShea
@cerebras @WeAreLegora @SierraPlatform @LangChain @HeyGen @Starcloud_ On missing the frontier model labs, Ev said on @HarryStebbings:
"It f*cking sucks."
"It's a complete and utter failure on our part."
"You can't have a chance to make a 30x on scaled capital... and not do that. That's always a failure."
21hViews 1KLikes 4
Molly O’Shea@MollySOShea
@EverettRandle @benchmark
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Hans@Hans365days
@MollySOShea @EverettRandle The best founders simply figure shit out regardless of economic cycles or market conditions.
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Molly O’Shea@MollySOShea
@EverettRandle @benchmark
1dViews 540Likes 2
Judge Holden@the_judge1111
@pmarca @travisk @jack @naval @emilmichael @bhorowitz This is amazing work Marc
1dViews 1.4KLikes 5
ハムザ (H) ⟡@itsshiji
@pmarca @travisk @jack @naval @emilmichael @bhorowitz They passed on Dario not sure why they dud not see the dog in him ?
1dViews 3.4KLikes 4
Molly O’Shea@MollySOShea
"When @chetanp invested in @Starcloud_, we closed the investment weeks before @elonmusk started professing his love and bullishness on orbital data centers."
"But the investment was about the people. It was about @PhilipJohnston and the team he had built."
1dViews 376Likes 5
dennis@dennismuellr
@travisk @pmarca @jack @naval @emilmichael @bhorowitz
1dViews 274Likes 1
Levi@Levi_Researcher
@pmarca @travisk @jack @naval @emilmichael @bhorowitz wild cc list ngl
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