TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black
TBPN
- Published
- July 16, 2026
- Duration
- 1h 59m
- Summary source
- description
- Last updated
- Jul 19, 2026
Discusses anthropic.
Summary
(01:38) - TML Inkling (11:31) - π Timeline Reactions (15:15) - California Forever? (17:27) - TSMC Capex (18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and frontier technology companies. Before joining Benchmark, he was a partner at Kleiner Perkins and previously invested at Founders Fund, BOND, anβ¦
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Show notes
(01:38) - TML Inkling (11:31) - π Timeline Reactions (15:15) - California Forever? (17:27) - TSMC Capex (18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and frontier technology companies. Before joining Benchmark, he was a partner at Kleiner Perkins and previously invested at Founders Fund, BOND, and Vista Equity Partners, backing companies including Anthropic, Rippling, Flock Safety, SpaceX, and Chainguard. (48:32) - Eric Glyman is the co
Themes
- anthropic