Seth Rosenberg
@SethGRosenberg
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Invest in seed & A fintech, AI Applications & consumer software at Greylock @greylockVC @magicaltome @roblox @wisetackinc @espressosys @0x @payjoy
New York, USA
Joined March 2009
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Pinned Tweet
While everyone rushes to back the “picks and shovels” of AI, I want to back founders trying to find “gold” - i.e create products that change how people work and live. Here are key takeaways from my new post on building lasting value in AI-first products
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A dating site, but powered by TurboTax that matches capital gains with unused tax loss carryforwards
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This is very sad. When George Floyd was murdered, I went out to protest. I organized fundraisers and donated personally.
When anti-semitic activists co-opt a great cause, it hurts everyone
A poster with a terrorist on their way to behead babies is not something to celebrate
The BLM chapter in Chicago just posted this in support of Hamas.
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Socialism vs. capitalism from the perspective of your mom having cancer
Pure capitalism she can’t afford the treatment
Pure socialism the treatment doesn’t exist (it was never invented)
Capitalism with a social safety net is the answer that no one seems to be offering
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What do excel & guys in SF have in common?
They both have trouble recognizing if something is a date
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I saw a venture investor the other day.
No podcast
No twitter
No conferences
No self-congratulatory lists
Just investing in areas they know something about. And working with a small set of companies. Like a psychopath.
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The genius marketing of Hamas
Gaza operates as an independent state, whose leader has a stated goal to commit genocide against its neighbor
Naturally, Israel has a strict border with this neighbor - what people call a "blockade"
And, Hamas has branded this blockade
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Amazon *does* pay their taxes
If you lose money, you can credit that against future profits
The tax code incentivizes investment in employees, r&d etc. NOT huge profits
Amazon historically runs at a loss because they invest in growth
So, they don’t owe taxes this year
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Everyone can now generate an entire presentation with AI using just a description of the deck
It’s live today from
@magicaltome
Post a generated pitch deck in this thread and the most creative one can pitch
@GreylockVC
:)
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Anyone else move their laptop from their desk to their couch in the evening and feel like they're working "from home, from home"?
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Today, I’m announcing my return to Flexport as CEO
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The irrationality of being negative on crypto after a centralized casino demonstrated the need for crypto (self custody, transparency etc.) is so fascinating
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It is interesting — the concept of exploiting workers to create wealth is/was a fear of the Industrial Age
The fear of the Information Age is creating wealth WITHOUT workers
Interesting corollary: the fewer people you employ in the process of wealth creation, the harder it becomes to claim that you “exploited” people.
In the limit case, software entrepreneurs make billions solo, like JK Rowling. Satoshi and Notch are early examples.
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People seem to be confusing pandemic/market fit with product/market fit
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Many Jews are feeling:
1. Grief: babies in our community decapitated
2. Shock: people are celebrating
3. Fear: people chanting "gas the Jews"
4. Memory: echos of the holocaust
5. Anxiety: what happens when we defend ourselves
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Thinking of 🇮🇱. Will never stop fighting for a safe home.
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We spent $1.9 trillion to stimulate the shut down economy while many vaccine sites close at 6, millions of doses sit in storage, and you can't easily book an appointment online
I *believe* we could rent space, pay over time, and build a booking website for less than $2 trillion
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Living in New York reminds you that there are people who make money that don’t tweet about it
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The collapse of a centralized casino actually demonstrated the need for crypto (self custody, transparency etc.)
But what are the actual use cases of crypto and why does it matter?
I'm doing a deep dive on one of them: DeFi lending
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In early stage venture you can either sound intellectual or be rich
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If Elizabeth Warren had an ad that said “we can pay for Medicare for all” should fb have the power to remove it because it’s a lie?
Here’s what we know:
- Zuckerberg ”doesn’t know” when he/FB discovered the Cambridge Analytica scandal. That is hard to believe.
- After Zuck privately met w/ Trump & far-right, he’s now allowing paid disinformation ads.
- He didn’t tell the whole truth abt his “fact checkers”
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The best part about getting something you want is realizing it doesn’t matter
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TikTok replaced the social graph with an algorithm, and created a new network, powered by AI
It's under-explored how we can use AI to create new networks
For example, if you build a career coach "agent" and a recruiting "agent", you can make introductions based on unique data…
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Remember when the CDC recommended not to wear masks & people asked FB to censor content that violated the CDC
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USC just happy to be referred to as “elite university”
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1800s: Europe —> Canada 🇨🇦
2022: Canada —> America 🇺🇸
Excited to start a new chapter for my family.
And despite all the chaos, and posts about DAOs replacing countries, I’m grateful for the freedom & opportunity America offers, even if you’re not born here
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If Hamas’s goal was peace, they would have accepted one of the several peace offers
Instead, their goal, as stated in their charter, is the destruction of Israel
Their weapon is Palestinian (and Israeli) suffering
They rape & behead Israeli citizens, which illicits a…
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I’m getting married in Israel in June
While it may seem trivial, the purpose of a free & safe country is to be able to celebrate moments like this
Extremists in Iran tried to disrupt events like this by launching a barbaric attack on Oct 7 through their proxies, Hamas, and
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When people refer to “75 years of occupation” they’re referring to Israel occupying Israel — I.e Israel’s right to exist
They’re not referring to the occupation of Gaza, which ended in 2005
A peaceful Palestinian state would be amazing for Israel, which is why Hamas rejects it
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No one talks about the therapy industrial complex
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If there were mass rape and beheadings targeting civilians in any other western country, there wouldn’t be ambiguity of right vs. wrong
Either because of antisemitism or misinformation, this response is different, and it’s very sad.
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I think my favorite part of VC twitter is the periodic live realizations that a world exists beyond early-stage software investing
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A friend asked me to write a letter to myself in 10 years in honor of the new decade & turning 30
Decided to share it here
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Dating: mirroring the insecurities of yourself and all past relationships on an imperfect person to assess if you want to combine your emotional and financial lives together until death balanced by the primal instinct to keep the species alive
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Nothing incentivizes commitment like the ability to file jointly
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Some additional capital to support founders at the earliest stages
If you're building something in fintech or crypto, particularly in NYC, let me know 👀
1/ We at
@GreylockVC
are excited to announce we’ve raised $500M dedicated to seed investing. This is the industry’s largest pool of venture capital dedicated to backing founders at day one.
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The next rom com is “prove this tax optimization marriage isn’t a sham”
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Two updates at
@GreylockVC
1. A new $1bn fund focused on early stage
2. Greylock Edge, a company building program built for exceptional founders to navigate from idea to product market fit
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Decided to pass as burn rate was too high
Silicon Valley Leaders Sit Down With Wildfire At Investment Meeting After Being Impressed By Its Rapid Expansion
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Context switching between early stage investing and the collapse of modern society
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Didn’t realize many people think of “saving” and “investing” as two different things, with “saving” meaning holding cash
Cash depreciates at 2-3% per year
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I’m taking a sabbatical to start a Shopify store selling virus prep kits and bitcoin
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Simple early stage investing framework:
1. Is it working?
Series A
Engagement, retention, unit economics
2. Will it continue to work?
Series B
Sales efficiency, NDR, TAM
3. When it works, will it be valuable?
Series C+
Defensibility, margins, exit multiple
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In Winnipeg, neighbors shovel snow for each other
In SF, neighbors bring new shoes when the other steps in a pile of human sh*t
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Times like these bring out all of our other anxieties
Why am I single?
How do my partner and I work in a crises? & under quarantine?
Am I valuable enough to my company while remote indefinitely?
Etc. etc.
Take care of your mental health 🙏
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Graduated college
Moved to New York
Worked 100+ hrs/week
Learned CS online
Moved to the west coast
Helped launch FB messenger
Mom died
Grandparents died
Brother transitioned
Spent 2 months in Bali
Left FB to start a company
Dad had kidney failure
Joined Greylock
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Also, excited to announce my new role as GP at Greylock, where I'll be focused on AI applications and fintech. Thanks to the founders who took an early bet on me. Look forward to paying it forward.
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@jillrgunter
@charleslu1
@avichal
@jubos
@mduboe
@christinkers
@peterkettel
@allansmallwood
@1heathermack
@Kchaykowski
In the wake of a huge abuse of trust by FTX, it's a good opportunity to look at the actual utility of crypto -- self-custody, transparency, contracts enforced by code
Here's a deep dive on one use case: DeFi lending
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Thanks to
@reidhoffman
for kicking off the Product Led AI series where we explore opportunities at the application layer of AI
As
@ScottWu46
said, even if you freeze underlying models, we still have 10+ years of building to transform them into usable products
Some highlights:
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MD vs. Analyst from a liberal arts college
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@mkabir
100% you're right. But that particular paraglider was a terrorist who targeted, murdered and raped innocent civilians. They have harmed both Palestinians and Israelis. It's not something to celebrate.
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Our grandparents generation were exterminated
Germany would've preferred to save the gas and deport Jews, but no one would take them
Canada's policy was "none is too many"
Now, after 6m dead, there's 1 Jewish state (vs. 52 Arab)
We saw the consequences of not keeping it safe
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A fact that is lost in 2018: the best companies are capital efficient
(and don’t need monster funding rounds)
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The Pete pitch:
1. Only thing that matters is beating trump
2. Battleground is for moderate republicans who don’t have a home
3. Warren/Sanders are not appealing to moderate republicans
4. Biden has too much baggage and is not inspiring
5. Vote Pete
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Everyone’s talking about how Bloomberg lost last night
But everyone’s talking about Bloomberg
He lost like Trump lost in 2016
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Is an Uber driver who blindly follows google maps one of the first examples of a computer directing a human to mindlessly complete a task at scale?
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Reminder that you can’t be both anti-racist and anti-Semitic
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1/ 4 months ago I started volunteeeing with the SF suicide prevention hotline answering ☎️ s
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If your goal is killing Jews and harming Israel, Hamas is effective
If your goal is peace and prosperity for Palestinian people, Hamas is not effective
Your support for Hamas depends on your goals
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Twitter translated:
“I’m lonely”
“Send me deal flow”
(But actually, send me deal flow)
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It’s so interesting that there are many people who would rather people *think* they have money (or are successful) than actually have money (or be successful)
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How long did it take Apple to find 2 non-controversial headlines for their widget?
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Shared some thoughts on how we think about investing in fintech - feedback welcome!
And... of course... hit me up if you're building something :)
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Before 30 goals
Either hit a bunch of arbitrary milestones or mature enough to realize they don’t matter
Or realize the primary value of the former is the latter (?)
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@louloukhazen
I know, the Palestinian people are the biggest victims of Hamas
I’m sure you can see that?
Of course Israel would respond after murdering 1,500 people civilians, yet they did it anyways
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OK so Zoom > entire airline industry > cup of coffee > burning $35 > barrel of oil
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Dating in San Francisco is like marathon training in Denver
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Excited to join
@joshelman
@reidhoffman
@johnolilly
@jslavet
@sarahtavel
@saranormous
& the great team
@GreylockVC
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This Zuckerberg testimony is what I imagine my uncle’s FB feed looks like — a birthday, anti-vax debate & some ill-informed opinions on crypto
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I’m going to be a traditional bank-led IPO for Halloween. Silicon Valley’s greatest villain
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Liberals will be shocked to learn that regardless of FB’s ad policy they’re going to need to run an inspirational leader that appeals to real people that have been left behind, not socialism or pre-2016 thinking
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The V for Vendetta curfew was 11, not 8
Who knew that was a story of freedom
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These bear market posts would’ve been more useful in November
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Thanks to those who choose to work with us
Announcing Greylock's Fund 16 - a billion dollar fund, focused on consumer and enterprise tech at earliest stages. Grateful to the founders who invite us to share their journey; it’s our privilege to work with them
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Sharing a few of my career/life principles:
1. The worst hand in poker is the second best
The appearance of greatness keeps you at the table, and you never win (i.e. don't get trapped in a good, but not great job)
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@WebSummit
was already irrelevant
Now, its leader, in response to clear acts of terror against civilians, chose 10/7 as the moment to criticize Israel
This is not subtle anti semitism
I hope all sponsors, speakers & attendees publicly withdraw
@paddycosgrave
Saddened by your ill-informed stance. You could’ve taken a more nuanced one, condemning these atrocities and calling for restraint. That would’ve been acceptable. You chose to support terrorists. As such I’ll never attend/sponsor/speak at any of your events again.
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Money 20/20 recap
1. Boondoggle budgets down
2. Everyone’s talking about fraud & compliance
3. Venetian still impossible to navigate
Did I miss anything?
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1/ A process to help take on personal risk -- from a few journal entries in 2016 when I decided to leave my job at Facebook & turn down seemingly attractive job offers to pursue a passion…
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The biggest opportunity for AI apps isn’t start-ups or incumbents — it’s seed & A companies that have spent 2 years building valuable workflow & can now go all-in on AI
2-year head start vs. new companies & no incumbent baggage
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Ghost story
My Mom passed away 4 years ago
She *loved* cooking, especially for the Jewish holidays
After she passed away, whenever the whole family was in the kitchen, the light in the oven would unexpectedly turn on, without anyone touching it
(1/2)
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2020 goal: achieve arbitrary milestones constructed by other people to temporarily distract from the existential awareness of my, and everyone I love’s, mortality
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SF is so small & myopic that a single healthcare conference meaningfully changes the suits per capita & breaks down all transportation infrastructure
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Some investment decisions are hard and some are easy
I feel lucky to be leading an investment in
@tryramp
on behalf of
@GreylockVC
@eglyman
and
@karimatiyeh
are doubling down on their mission to save people time and money, and evolving into the leading AI software platform…
With Ramp’s latest financing, the best investors in the world are betting on what our team already knows: the
@tryramp
team has barely gotten started.
Five years ago, Ramp began as a smart corporate card and we’ve evolved into a one-stop platform for financial operations. What…
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Difference in direct communication
People in SF will tell you the root cause of their deepest insecurity but no direct feedback on your life (partner, job etc.)
New Yorkers are the opposite
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It’s my 95 year old great Aunt’s birthday today
In the 1940s she worked at an under ground bullet factory
Today she’s sewing masks
Your resilience is inspiring
Happy birthday!
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Very optimistic for the future of crypto
& remain pessimistic of over leverage & fraud
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You can also reduce rent by building no new housing
people in san francisco keep telling me coronavirus wouldn’t exist if we had socialized healthcare
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