Jack Altman is a General Partner at Benchmark and the co-founder and Executive Chairman of Lattice, the $3BN people management platform used by thousands of companies globally. Prior to Benchmark, Jack founded Alt Capital and was an early investor in companies including Opendoor, Instacart, Pinterest, Gusto, and Patreon. Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 01:25 Anthropic’s S-1 Leak: $8BN Operating Loss and $518BN in Compute Commitments 07:18 Instinct Raises $1BN at a $10BN Valuation 13:18 Why Benchmark Is Writing Growth Checks at Early-Stage Risk 16:37 How Do You Size a $10BN Early-Stage AI Bet? 20:29 Is ...