Benchmark Breakfast #1 | Jack and Ev

Podcast: Uncapped | Benchmark Breakfast · Benchmark

Opublikowano: 2026-10-29

Benchmark Breakfast is a recurring conversation between Benchmark partners Jack Altman and Ev Randle. It’s a window into the firm’s Monday no-agenda partner meetings, where five partners sit around and talk about whatever came up that week. In this inaugural episode, Jack and Ev dig into the Anthropic S-1: what the revenue-to-compute chart actually shows, why growth volatility and consumption-based revenue complicate the public market story, and whether code gen is the most impactful PMF moment in the history of technology. They steelman open source vs. closed source, run the numbers on what the inference clou...