Introducing Benchmark Breakfast with Jack & Ev
Benchmark partners Jack Altman and Ev Randle launch a no-agenda format modeled on their Monday meetings, covering Anthropic's S1, the AI coding boom, open versus closed models, AI cyber risk, and bio and robotics.
The gist
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Ev says Anthropic's S1 shows revenue rising from about $400 million against $900 million compute to $11.6 billion against $5.6 billion in six quarters.
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They call AI coding a historic product-market fit moment, pulling up databases, hosting, inference and security startups that grow from 10 to 100 to 300.
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Ev estimates open-source inference clouds at about $6 billion run rate versus roughly $170 billion for OpenAI and Anthropic, about 3 percent.
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CEOs told them frontier models aimed at their own systems surfaced company-ending flaws daily; Ev bought YubiKeys and recommends Karpathy's digital hygiene post.
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Jack says robotics and bio matter more than software, pointing to their Teslas; Ev's father's cancer now has a 10-plus year prognosis thanks to immunotherapy.
Uncapped with Jack Altman uses it
"I think we all believe we'll have one. Like you and I both love our Teslas. You like see the beginnings of it."
▶ Play at 23:2725 creators recommend it, including Joe Rogan, This Week in Startups, and Lewis Howes.
See all on the Tesla pageWhat they recommend · 2 picks
Tesla
Finance & investing
"I think we all believe we'll have one. Like you and I both love our Teslas. You like see the beginnings of it."
Uncapped with Jack Altman
·25 creators recommend it·Uncapped with Jack Altman's finance & investing →
Duo
Gear & hardware
"The Duo is unbelievable... It's incredible. This is day two, I'm 24 hours in. I'm obsessed with it."
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Supabase
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ClickHouse
· "ClickHouse in our portfolio continues to accelerate like crazy."
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