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Is Benchmark a Great Breakout Consumer Investing Firm?
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?