Partner @bessemervp w/ @anthropicAI @perplexity_ai @waymo @clickhousedb @canva @saronic @49ers @servicetitan @silanamotech
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Joined March 2008
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Deep appreciation for our amazing lineup of LP’s and founders who entrust us in partnership.
Now back to work to work to make you proud.
New funds are here 🚀 $5.75 billion in new capital to continue the work in the AI era.
Forged in steel. Building what’s next: youtu.be/uj-JAd2SE2I
I take option 3, "AND" ;-)
I absolutely would take the "over" on how many $10b+ companies/year are being created right now, and we're definitely running hot and ahead of ourselves right now...
There are only 130 US tech companies, public or private, valued at $10B or more (decacorns). That’s roughly 20 to 30 new companies per decade, for the last five decades. This year alone, with a quarter to go, there have been 42 decacorns minted privately. Either this is the most economically transformative event since the industrial revolution, or we’re getting a wee bit ahead of ourselves.
Byron Deeter retweeted
The fun bit about the oil analogy...back in the 1880s, oil was for refined for...wait for it...lighting kerosene lamps. The big use cases - cars, planes, plastics (all of which consume A LOT of oil) - didn't come around until decades later! With AI, the first use case was a consumer chatbot. Now coding, legal, and so on. On a relative basis, with Intelligence, we're still doing the equivalent of lighting kerosene lamps! So many amazing use cases for Intelligence still to come...we can't even imagine them yet!
“Intelligence is a bigger market than oil.”
@spdholakia on @twentyminutevc with @HarryStebbings — 31 years in software, and he’s felt this kind of magic only a handful of times.
Every prior time, a trillion-dollar supercycle followed. His most contested claim: in AI, capital is the moat.
Watch the full episode to learn more → youtu.be/-r2_5LboWL8?si=pYks…
Here's a deep dive on our enthusiasm for what's ahead!
I've had the privilege of working with @spdholakia for over a decade as both a star public CEO and now an investing partner who is making this VC stuff look easy.... and this is a MUST listen!
“Intelligence is a bigger market than oil.”
@spdholakia on @twentyminutevc with @HarryStebbings — 31 years in software, and he’s felt this kind of magic only a handful of times.
Every prior time, a trillion-dollar supercycle followed. His most contested claim: in AI, capital is the moat.
Watch the full episode to learn more → youtu.be/-r2_5LboWL8?si=pYks…
Really important to see drones saving lives in combat. @Saronic completed the first ever drone evac of any kind back in July when their Corsair drone boat saved two downed US airman in the straight of Hormuz.
thenationaldesk.com/top-vide…
Now in the Ukraine there is the first documented aerial drone evac!
Ukraine carries out first ever aerial drone evacuation of a wounded soldier from the frontline trib.al/XCWt0eD
It's not just that the US should lead, it's that the US NEEDS to lead vs China this AI super cycle.
As usual, @JeffImmelt nails it here:
thelongviewjeffimmelt.substa…
Byron Deeter retweeted
If you’re ever sad, just remember the world is 4.543 billion years old and you somehow managed to exist at the same time as Mike Evans
Byron Deeter retweeted
Last chance for AI 100 📣 In partnership with @NewcomerMedia, the AI 100 is the new definitive ranking of the top private AI companies.
Nominations close today, and selections begin tomorrow. Eligible companies either build AI or the systems AI runs on, at any stage of fundraising.
Submit your company today: theai100.com
ALT The AI 100
Crazy ball knowledge from CBS pre-game show last weekend!
instagram.com/reel/DehKSx4Ow…
Business agents are the next big thing and I, for one, welcome our new robot overlords!
Happy birthday, you young stud, you! 🎂💪🏼👊🏼 @SteveYoungQB
Worlds collide …and game recognize game! @AnthropicAI @49ers
The future is flag! At @BessemerVP and @49ers we are investing heavily in youth and (soon to be launched) Pro flag football. Can't wait to see more high school state championships, a college national championship, a pro world champion, and Olympic Gold medalists in the years ahead! apple.news/AkaNVoxsFRsKNx6Se…
The future is flag! At @BessemerVP and @49ers we are investing heavily in youth and (soon to be launched) Pro flag football. Can't wait to see more high school state championships, a college national championship, a pro world champion, and Olympic Gold medalists in the years ahead! apple.news/AkaNVoxsFRsKNx6Se…
Appreciate the kind words for me and @BessemerVP - it’s very mutual, VG!
I still smile thinking about our startup brainstorming sessions, decades ago…
I had a chance to meet with @HarryStebbings in London last week and we had a wide ranging discussion around AI , venture, seed investing and surprisingly marriage. Really fun felt like I was having coffee with an old friend.
open.spotify.com/episode/4lo…
This is going to be the AI conference of the year! It’s invite only so start calling in your favors and apply to get in the room and hear from the leaders driving this AI revolution including @DarioAmodei @alighodsi @nikesharora @MaxJunestrand & @lqiao
You'll hear the results and analysis on stage at the Cerebral Valley AI Summit on November 12 cerebralvalley.com/
There's a new version of this post
Ten years of The Cloud 100 led us to this moment —>
The AI 100!
@BessemerVP is partnering with @EricNewcomer and @NewcomerMedia to rank the top 100 private AI companies. Models, agents, infra, robotics. We’ll cover it all.
Nominations close Oct 15. Full list drops Nov 12.
Submit the AI juggernaut you want to see represented 👉theai100.com
For 10 years, the Cloud 100 defined the best software companies—now, we’re launching the AI 100.
In partnership with @NewcomerMedia, we’re creating a new annual ranking of the 100 most important private AI companies.
Submissions are open through Oct. 15, 2026, and eligible companies must build AI or the systems AI runs on, regardless of fundraising size.
From foundation models to robotics and beyond, nominate a company that you think should make the list 👉 theai100.com
