Investing in a Consumer Enterprise Market

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I think most of the investments we make differs consumer enterprise marketplace like all of them are different in different ways. There's just very little data to analyze period. When you're looking at something that's like a consumer social app that seems to be catching fire, there are things you can know,. Like viral coefficient or like, we go over and grow. A lot of us can lead you the wrong way. In this market, oftentimes you're making a commitment before there's enough enduring data to really know what it is.

We sit down with all five current Benchmark GPs for one of their legendary weekly dinners, during which we ask all of the unresolved burning questions from Part 1. How do THEY think about Benchmark v3? What are their day-to-day emotions trying to keep the equal partnership “bending toward greatness? Why is there no growth fund? What does it take to become the next Benchmark GP? Why is there a secret Principal program? We cover all these and much, much more. We also recorded the whole thing on video — which we highly recommend watching even if you normally only listen to the audio feed!

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‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.