Talia Goldberg
@TaliaGold
Followers
14,855
Following
1,320
Media
407
Statuses
3,266
SF by day, NYC by blood, PDX at heart. Partner @BessemerVP
🌎☁️👩🏻💻
Joined November 2010
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Dortmund
• 451764 Tweets
Palestino
• 98777 Tweets
iPad Pro
• 93979 Tweets
Grok
• 79510 Tweets
#น้องพลีสสิบล้านวิว
• 72919 Tweets
FOURTH BE MINE 10M🩵
• 71624 Tweets
People In Support
• 70711 Tweets
YAIBA
• 64532 Tweets
Rangers
• 44321 Tweets
ノーリーズン
• 27861 Tweets
Demichelis
• 26897 Tweets
ズゴック
• 26808 Tweets
Shai
• 24286 Tweets
backnumber
• 22071 Tweets
Canes
• 17807 Tweets
#PumpRules
• 17606 Tweets
ゼウスシルエット
• 15521 Tweets
Chará
• 13526 Tweets
プレス機
• 13054 Tweets
Chet
• 12303 Tweets
ムラサメ改
• 11469 Tweets
Pinned Tweet
My fireside chat with the legendary
@raykurzweil
. We discuss:
- scaling laws and predictions for the next decade
- should you be comfortable with your grandchildren dating an AI?
- signing up for cryonics
- transcending limits of biology
4
8
43
stumbled into a WILD reddit community r/overemployed
~80k members sharing tips and tricks to simultaneously maintain multiple full time jobs
some of it would be impressive if not deliberately deceptive and unethical 🤯
298
657
9K
PSA: Miami and Silicon Valley have already merged. It’s called Tel Aviv. 🇮🇱
89
196
4K
really wanna meet Adam Neumann and see if he can hypnotize me too or if I’m powerful enough to resist
58
121
3K
A Berkeley undergrad told me that a few people created and circulated a fake study guide before the eng final in an attempt to sabotage their classmates and climb the grade curve.
Cut throat.
131
74
2K
I’m in a board mtg where the company will generate healthy operating income this year and is facing a big tax bill. They asked how our other portfolio companies deal with this.
We have ~50 collective years of VC experience in the board room.
The room was silent.
120
92
2K
An early stage founder asked me how I came up with the valuation for their startup?
It is a common question, so I wrote my answer here. There are many ways to value early stage companies, but my favorite is the scenario analysis.
54
202
2K
Is
@Starbucks
the best neobank?
- 27m active members
- $10b loaded annually on Starbucks cards
- Customers preload cards, providing a massive deposit base (read: zero interest loan)
For get BNPL, try Pay Now, Buy Later!
42
123
1K
1/ last night a fully driverless
@Cruise
rolled up with no humans in the car and gave us a ride home. Pure magic.
21
94
918
Me: where is revenue trending?
Growth stage founder: revenue isn’t a KPI we track.
Me: got it. 👀
40
15
719
On April 9th 2014, I co-drafted Bessemer's anti-portfolio submission for
@Instacart
.
That was prescient and stupid!
Congrats to the entire Instacart team!
13
24
600
15
37
552
I asked a founder I deeply admire to share lessons with an early stage portfolio company. After hours chatting, his only advice: don’t be fast, be the fastest.
Applies to almost everything - load pages faster, ship faster, launch faster, hire/fire faster, iterate faster. If you…
18
69
517
Where is the
@nytimes
piece about
@typesfast
's move to exec chair and the end of the broboss?
Congrats to Emily and Ryan on building badass businesses and ascending to exec chair
I'm thrilled to announce that Dave Clark will be Flexport’s next CEO.
180
230
4K
9
20
484
In October 2022, I wrote a piece about a trillion dollar opportunity in search.
@perplexity_ai
is that company. I only wish I realized a year sooner ;) Better late than never.
Thrilled to officially be a part of the Perplexity journey.
Google is the front page of the internet, but it's deteriorating. There is a trillion dollar opportunity to reimagine search.
The next Google will look nothing like Google
19
29
181
20
10
480
What is the technical term for perpetually rescheduling a meeting instead of declining?
I’m on the receiving end of a truly masterful 6+ month punt.
78
5
473
Revenue per head is a good input for growth efficiency. >$250k per employee as growth drops below 50% YoY is a solid rule of thumb for high margin businesses
9
34
406
Cannot wait for the next 28+ years. Thanks to
@bessemervp
for mentorship, friendship, and partnership!
Venture capital's youth movement continues: Bessemer Venture Partners just promoted Talia Goldberg to investment partner at age 28.
2
19
159
40
9
404
What is happening in Israel is disgusting and senseless. Slaughtering and kidnapping civilians, children, elderly, women. With the goal of total destruction of the Jewish people and nation. There is no justification.
The 🇮🇱 spirit will shines brightness in the dark. עם ישראל חי
11
32
350
A couple startups I work with have been burned by landing their "stretch" exec candidates.
It's tempting to hire ahead and get a seasoned candidate you can grow into.
But that doesn't get you what you need. Better to hire for what you need today and optimize for high slope.
15
20
319
Noticed this nugget in the AV news. What did Waymo demonstrate that Cruise hasn’t?
18
12
319
We talk a lot about "10x potential" in VC. Well, there are only 5 female CEOs in the
@cloud100
. Sounds to me like >10x potential.
Thanks for leading the way,
@MelanieCanva
,
@karenpeacock
,
@RachelRCarlson
,
@collinmathilde
,
@edith_h
Female founders get @ me!
45
24
312
Hosting an event on Wednesday in SF for the Jewish community and our allies to unite at a time when it really matters and raise funds for Israel.
DM me if you’d like to join!
21
24
309
We are launching BessemerDAO and committing $250M to web3 builders 😎
I've been an advocate of democratizing private market access and am excited we are taking a small step towards making that a reality with BessemerDAO. Dogfooding it!
20
25
303
“There are decades where nothing happens, and there are weeks where decades happen.”
U.S. e-commerce penetration gained 10% over 10 years, then another 10% in 8 weeks. 🛍️🚀
How long to get another 10%+ and catch China?
7
87
293
Ever seen year after year of accelerating revenue growth?
@Roku
🤯
2016: 25%
2017: 29%
2018: 45%
2019: 52%
2020: 58%
10
15
275
Introduced my Nana to chatgpt. Must watch until the very end.
Happy Passover!
19
12
267
@natfriedman
Headcount may be the worst vanity metric.
Others on my 💩 list include:
- Total capital raised
- Twitter followers
- Unicorn status
- Cumulative anything
8
9
250
📍19,341 ft
Like most great things in life, climbing Mount Kilimanjaro was a test of persistence. The journey and the destination were incredible.
9
2
250
@sarahtulin
@Reddit
I’m all for output > face time, so agree with you in theory… but have major issue if constant lies and deception are required to make it happen
39
1
239
Hidden in the SVB shareholder letter:
Client cash burn remains ~2x higher than pre 2021, but VC investment in 2023 is expected to be below 2019/2020 levels 😱
Who gunna fund that burn?
15
22
239
Hustling to be on my game at work, but cracking inside seeing family, friends, and nations suffering.
It has been a difficult week for many, have extra compassion out there.
10
10
220
remarkable how unremarkable riding Waymo has become for me. pro tip: ride shotgun
15
10
200
Shopify is ~1/4 of Amazon's GMV, but growing ~2x as fast. Watch out... the rebels are coming!
2
19
202
Looked at the data. The market cap of public consumer companies is 2x that of B2B.
But there's a massive power law in consumer.
The top five consumer companies are 88% of its value vs. 31% for B2B. Without the top five, B2B market cap is 3x consumer.
7
10
186
It’s official! We are climbing Mount Kilimanjaro in a few weeks.
Just booked. Advice welcome. It will be freezing. And my first time away from the internet… ever?
Slightly terrified but mostly excited for an adventure.
33
1
182
Google is the front page of the internet, but it's deteriorating. There is a trillion dollar opportunity to reimagine search.
The next Google will look nothing like Google
19
29
181
Last weekend, I was reflecting on my career and wrote
@jeremyl
a thank you note w/ a few lessons I've learned from him.
Jeremy is one of the most humble and media shy people out there, but the world can learn a lot from him. So I'm sharing the note!
17
3
174
Hello LA! Love the culture and entrepreneurial energy in this city! It’s keeping us on our toes
@BessemerVP
Who else should we meet?
15
6
165
Two NYC trips in the next two weeks, so ample time to satisfy my pizza snobbery.
what are the best spots these days in Manhattan? I know the classics but I’m getting rusty…
93
4
162
Go to NYC for the city, culture, energy. It is the best.
Go to SF to change the world and build the future.
23
9
154
If
@rabois
is just focused on “gross margin profitability” I have a company or two that I need to get in front of him ASAP!
11
1
140
I've seen many companies bet heavily on a partnership with a big company only to see it end in tears. Big companies = big potential, distribution, or $$$ at stake. Tempting. But big companies are slow. The deals almost never materialize as planned. Worse, it sucks resources and…
17
11
142
If you don’t cannibalize yourself, someone else will.
In that spirit, excited to launch my first AI product, ChatBVP! It’s our VC bot, in beta. Founders, drop us a line and check it out
14
16
130
there's an opportunity for a new device that is mostly audio interface, ambient, and powered by an AI assistant. hope this isn't a phone, and more like a next gen airpod or speaker
Sources: Jony Ive and Sam Altman have been discussing building a new AI hardware device, and Masayoshi Son has been involved in some aspects of the conversation (The Information)
📫 Subscribe:
18
62
511
18
9
127
Congrats to all the 22 year old investment banking analysts who are now accredited investors! Turns out the Series 7 does add value to your life.
The SEC releases final new accredited investors rules to include (regardless of personal wealth):
+ members of an investment team at a fund (vc/PE/HF)
+ “spousal equivalent” (ie can pool finances w your s/o)
+ those w certifications (series 7, 65, etc)
31
192
839
3
5
124
This should be a long tweetstorm, but sadly, fits in one screenshot. Only 20 women have ever founded + led a company through US IPO.
I'm optimistic about the recent pace of new members of this list and the prospects in the private market, but we have a long way to go
h/t
@ajs
6
18
122
My grandma just got her first vaccine, and the vaccination numbers are up and to the right. Feeling optimistic!
And hope I look this good at 92
7
0
120
ChatGPT has 25%-30% WAU. Can't decide if this is wildly impressive or a tad disappointing.
21
9
116
One big lesson I've learned this year is the value of a good investor syndicate. When the going gets tough, collaborating with investors that step up to the plate and are resilient is amazing. The reverse is destructive.
3
12
116
Huge news. Convinced
@jeremyl
to be on his first podcast... as my co-host for our show launching tomorrow!
Hosted by
@jeremyl
and
@TaliaGold
, This Is Series A is our latest podcast about the builders that shape tech and internet culture, and the lessons that come with early-stage entrepreneurship. Subscribe and be the very first to know when we launch the show!
1
2
26
11
4
111
Honored to be alongside such an awesome group including my favorite girlboss,
@annarchyy
. Thanks to
@BessemerVP
and especially
@jeremyl
, the best vc and mentor out there
#30Under30
4
14
106
Against the odds,
@tobi
,
@8en
, and
@jeffiel
survived the last global crisis and came out alive and kicking. Join us for a live chat with them on Tuesday. Sign up link below.
Next Tuesday, we're (virtually) bringing together the founders of
@Pinterest
,
@Shopify
, and
@twilio
to discuss what it’s like building a startup during a downturn. Don't miss getting your questions answered by the founders who’ve been there. RSVP today!
9
33
138
4
11
109
.
@nba_topshot
hit $45M GMV over the last 24 hours, which annualizes to $16B... that’s more than
@Etsy
did last year.
If speculators are being described as fans & collectors, should we call NBA players creators?
4
6
108
This is super cool. $250 scans massively open the market. I want this in the US!
Consumers want to know about their bodies. Early detection of cancer and disease is life and cost saving. I’m eyeing
@ezrainc
&
@prenuvo
. Cost curves going in the right direction… Ezra’s…
We've raised a €60m Series A and partnered with Lakestar,
@atomico
, and
@generalcatalyst
, to join us on the
@NekoHealth
journey!
5
12
93
12
2
108
If most content is AI generated in the future, will there be a premium for "human generated" content? Akin to hand crafted goods vs. mass produced?
28
7
102
I “babysat” my 16 and 13 year old cousins this weekend.
Had to shut down a rager last night.
Woke up to a house that was egged.
#birthcontrol
7
1
101
I sent my doctor a screenshot from 23andMe. Genetic testing is accessible and cheap but lives totally separate from my medical records and care. Why? Who is fixing this?
47
5
100
Charlie Munger re SPACs: "It's just that the investment banking profession will sell s— as long as s— can be sold."
Ah, how I love him.
1
6
88
1/ The world seemed to come to a halt in mid-March. Consumer spend took a nose dive, even e-commerce fell off a cliff. But just weeks later, the trend reversed with many online commerce platforms experiencing massive surges. 📉📈
1
12
89
Starting a business has never been harder. Over the past 30 years, new business creation has declined ~50%.
But with new technology enabling entrepreneurship, we're now starting to see the reinvention of the American Dream!
Thread 👇
5
13
87
I suspect
@GoldmanSachs
' conclusion from this survey is that their first year analysts have learned how to correctly format and are now client ready
9
3
83
Employees at growth stage private cos may compare their next round valuations to the prior round and be disappointed. I get it.
But compare it to your 2018/2019 value, consider all the craziness since, and you may be grateful.
Great anchoring bias reflection from Stripe:
1
2
82
And... unlike real banks, they don't need need to keep a fraction of the deposits on hand for customer withdrawals. The balance can only be used for coffee, leaving a heft float.
No bank runs, only coffee runs
7
2
81
People that are loyal, driven, and have a lot to prove are exceedingly rare. Value the hell out of them.
5
7
81
The class of '17-'19 software IPOs is seeing ~4x higher '21 revenue multiples today than mid-Feb. ~2/3 of move is explained by lower '21 revenue estimates (-19% avg. decline).
Despite slower growth rates, the SaaS model is being rewarded with valuations higher than pre-covid.
1
14
76
To avoid checking a bag,
@aleximm
is putting on the ski boots in place of his shoes. Do what it takes!!
10
0
77
2/ the best part was pulling up next to other cars at red lights and seeing the reactions of other passengers when they realized there were no humans in the front of our car. Faces filled with awe, smiles and applause.
1
3
75
I have been a
@livekindred
member for a year. Kindred's home swapping network unlocks high quality accommodations at a radically lower price.
It is truly 10x better and 10x cheaper. Stay at an epic home for a week for $300 vs. $3k on airbnb.
DM for an invite, have a few left!
We're thrilled to announce the support of
@NEA
& continued support of
@a16z
,
@tonsing
, and
@BessemerVP
in our mission to help people live a lifestyle that's richer in travel, experiences, and human connection.
Thanks
@bayareawriter
for the coverage!
4
11
85
7
3
62
We had to communicate with computers in their language. Now computers speak our language. And it changes everything.
Hot off the press, our 2023 State of the Cloud report explores how AI is revolutionizing software.
Everything everywhere all AI.
5
6
59
A big lesson I've learned from years of founder references is that being "well rounded" is usually a red herring
Optimize for extreme super powers vs. lack of weakness... same is probably true for team members, but performance reviews too often focus on "balance"
9
3
61
If you're looking for one reason the US gov't should be way more supportive of the US tech industry and advancing the innovation economy, just open the app store.
The top 3 apps are all Chinese.
8
6
58
To all those observing Yom Kippur, wishing you a meaningful fast. G’mar chatima tovah!
0
0
59
My brother in law is a doctor. He just hosted his first
@joinClubhouse
show on NFTs.
What is happening
4
0
59
Don't confuse sophisticated language for sophisticated thoughts. Jargon is such a🚩🚩🚩
4
8
59
Who likes their ISP?
Literally no one.
Until
@sonic
!
Important PSA for the Bay Area: I am getting 10 gigabit down AND up, for $39/month. With A++ customer service. Nice knowing ya, Comcast☠️🪦.
9
5
54
Impressive. Most next gen search startups rely on MSFT Bing API to index the web. Some estimate it costs ~$1b to index the full web independently.
Bing announced it is 10x-ing its API prices, so it is no longer playing as nice. Brave to the rescue?
Today we're thrilled to announce Brave Search is now 100% independent!
We've removed the last remnants of Bing from our privacy-preserving search engine's results so users are now entirely served by Brave's independent search index.
Read more here:
149
322
2K
2
9
58
Tonight is my first night out ever in Vegas! In case it is also my last I am going to make the most of it. Pro-tips welcome.
31
0
57
1/ Hope you are sitting down!
We
@BessemerVP
have many exciting announcements and can’t wait to continue to support the entrepreneurs & underdogs that are building the future and making the impossible possible.
Big updates👇👇👇
1
1
57
@trengriffin
Just the Mungerism I needed that moment.
I read your book many times and have learned so much from you and Charlie. Thank you. 🙏🏼
1
1
55
An honor to share the 🎙️ with two superstars I so admire and look up to,
@MelanieCanva
&
@RachelRCarlson
. They inspire as founders and community leaders.
Listen to how
@Canva
+
@GuildEducation
are democratizing design + education
4
1
55
Who says plumbing isn't sexy? If remote work has taught us anything, home services are essential...
We
@BessemerVP
have been fortunate to partner with Ara and Vahe since the series A and are thrilled to support
@ServiceTitan
on this next phase of growth
2
5
55
Always positive and up for a challenge. That’s
@KwalkyTalky
and why she’s sought out by entrepreneurs.
That’s also how she convinced me to swim in the freezing cold Bay at 6 am. My heart almost stopped but she was smooth sailing.
Congrats on your VP promotion!!
One of Kate Walker's many superpowers is building community. A collaborative investor,
@KwalkyTalky
is a champion of early stage founders breaking technological boundaries.
Congratulations on your promotion to Vice President 🎉
2
2
60
4
3
55
The open source ecosystem is thriving. APIs are accessible. Costs are plummeting. There has never been a better time for small, ambitious teams to positively transform life. AI is no longer locked in labs.
We are amidst a major computing revolution!
1
7
54