Having an 'AI center of excellence' is not enough — a radical reset is required
The assumption most companies are operating under is that
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VC memo parable: the knife salesman who bet everything on Google AdWords in 2003
A benchmark partner sent a wake-up call memo to portfolio companies urging them to radically rethink how they operate with AI — immediately. The memo ended with a parable: imagine two friends in roughly 2003, both selling knives door to doo
Why every enterprise CEO is writing $100M AI checks right now
The game theory for large company incumbents is brutally simple: the CEO's choice is either pay a massive check — say $100 million or more — to an AI consulting or transformation firm, risk wasting the money, and maybe get fired over it, or
MembersTwo GTM playbooks dominate AI monetization: PLG adoption and top-down Palantir-style enterprise deals
There are two distinct angles for building a highly valuable business with AI as the wedge right now. The first is product-led growth (PLG): build something that actually works, let people use it freely, and watch adoption compound. Even pr