Benchmark Warns AI Boom Is Straining Silicon Valleyโs No-Rivals Pact
Benchmark, one of Silicon Valleyโs most influential venture firms, says the artificial intelligence surge is making it harder for investors to honor the long-standing norm against backing competing startups. The warning underscores how the race to fund frontier AI companies is forcing venture capitalists to choose between discipline and access in a market where speed, talent and compute now matter as much as conviction.
