Benchmark Launches Benchmark Breakfast Podcast, Kicking Off With Anthropic S-1 Deep-Dive
chetanp · x · 2026-10-30
Benchmark partners Jack Altman and Everett Randle have refreshed their 58-episode podcast format into Benchmark Breakfast, styled after their weekly partner meetings, sometimes with guests.
The first episode covers the Anthropic S-1, the revenue-vs-compute chart, growth volatility in consumption-based revenue, the race for the best model, code-gen saturation and 'software factories', the 'AI-bottleneck trade', and why code-gen may be the most impactful PMF in history.
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