Dario Amodei created ChatGPT at OpenAI but left to focus on the single biggest opportunity; Anthropic achieved GPT-level benchmarks at 1/50th the capital, proving massive compute…

After initial $10M seed, Menlo led a $500M+ SPV when Anthropic launched model, secured Amazon/Google as capital and distribution partners, and revenue ramp convinced LPs at Novemb…

Lovable grew from $0 to ~$300M ARR in 12 months; founder Anton is the voice of the 'everyone a creator' category targeting 99% non-coders; even at 3x deceleration, path to $1B+ AR…

Open Router sits as intelligent interception layer routing API calls to optimal model across efficiency frontier (price, reasoning, performance, latency); already wildly profitabl…

Lorra's deep integration into legal workflows — spanning corporate counsel, law firms, and clients across organizational boundaries — creates a complex multi-constituent moat that…

Cerebras represents a rare spearfish investment where Benchmark partners opposed but Arish/Steve Valo convinced firm to take concentrated risk: hard semiconductor play, but if it…

Mati at ElevenLabs exemplifies the outlier founder archetype: force of nature creativity, vision, execution, capital raising, and talent magnetism that manifests great companies r…