Is Benchmark a Great Breakout Consumer Investing Firm?

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All of their biggest wins in the past have been consumer companies uber snap ebay riot twitter Discord is still privately held but you know will be a big win. These were all very contrarian bets at first and we've talked about people thought they were idiots for investing in ebay because big consumer investments seem really weird. I think it'll be interesting to see does benchmark stay a great breakout consumer investing Firm or do they look a lot more like high performing SaaS b2b enterprise investors?

Benchmark Capital. We tell the tale of the legendary equal partnership that accomplished something no other venture firm can claim: twice it has produced the highest returning fund of its cycle, each time with a 100% different GP lineup. If ever there were a playbook for successful generational transfer of a generational-defining venture firm, this is it. We spend 3.5+ hours digging into how the dotcom “eBay eBoys” transformed into the rockstar Fab Four of the Uber, Instagram and Snap mobile gold rush (spoiler: not by a straight line!), and what the future holds for Benchmark’s next GP generation. If you’re a student of the venture game from any angle — founder, GP, LP, etc — this is a story you need to tune in for!

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