Roy E. Bahat
@roybahat.com
Plays a mean game of Werewolf, also a VC who believes in worker power
Founders are our customers. Our North Star metric, by definition, can’t be “capital returned to our LP.” So what is it?
(🧵)
(🧵)
August 12, 2025 at 4:59 PM
Founders are our customers. Our North Star metric, by definition, can’t be “capital returned to our LP.” So what is it?
(🧵)
(🧵)
In a world with AI, what will it take for people to thrive in their jobs? The only way to find out is to try.
The first step: unveiling the National Academy for AI Instruction, a teacher training center led by the American Federation of Teachers, with support from Microsoft, OpenAI, and Anthropic.
The first step: unveiling the National Academy for AI Instruction, a teacher training center led by the American Federation of Teachers, with support from Microsoft, OpenAI, and Anthropic.
July 8, 2025 at 2:28 PM
In a world with AI, what will it take for people to thrive in their jobs? The only way to find out is to try.
The first step: unveiling the National Academy for AI Instruction, a teacher training center led by the American Federation of Teachers, with support from Microsoft, OpenAI, and Anthropic.
The first step: unveiling the National Academy for AI Instruction, a teacher training center led by the American Federation of Teachers, with support from Microsoft, OpenAI, and Anthropic.
Another announcement: Mike Moritz’s SF Standard makes their first acquisition (and Mike’s first personal acquisition ever?), Charter — where the future of news meets the future of work.
www.nytimes.com/2025/06/30/b...
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www.nytimes.com/2025/06/30/b...
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He Made Billions on Google and PayPal. Now, He’s Betting on News.
Michael Moritz co-founded The San Francisco Standard, a local news organization. It is acquiring Charter, a start-up focused on the future of work.
www.nytimes.com
June 30, 2025 at 6:59 PM
Another announcement: Mike Moritz’s SF Standard makes their first acquisition (and Mike’s first personal acquisition ever?), Charter — where the future of news meets the future of work.
www.nytimes.com/2025/06/30/b...
(🧵)
www.nytimes.com/2025/06/30/b...
(🧵)
Typically, when a VC says they’re being transparent, it’s right before they admit they’re investing in your competitor. “Just to be honest…”
TBPN asked me what it means to run the “most transparent venture fund”, and it comes back to who our customers are.
(Founders!)
To us, transparency means:
TBPN asked me what it means to run the “most transparent venture fund”, and it comes back to who our customers are.
(Founders!)
To us, transparency means:
June 20, 2025 at 8:02 PM
Typically, when a VC says they’re being transparent, it’s right before they admit they’re investing in your competitor. “Just to be honest…”
TBPN asked me what it means to run the “most transparent venture fund”, and it comes back to who our customers are.
(Founders!)
To us, transparency means:
TBPN asked me what it means to run the “most transparent venture fund”, and it comes back to who our customers are.
(Founders!)
To us, transparency means:
“Meet your founders where they are” took me to TBPN, to announce our new fund.
While Fund 5 is the first fund we rang in with a gong, it’s also the same as Funds 4, and 3, and 2 and 1… fresh capital in service of our customers, the founders.
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While Fund 5 is the first fund we rang in with a gong, it’s also the same as Funds 4, and 3, and 2 and 1… fresh capital in service of our customers, the founders.
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June 18, 2025 at 8:16 PM
“Meet your founders where they are” took me to TBPN, to announce our new fund.
While Fund 5 is the first fund we rang in with a gong, it’s also the same as Funds 4, and 3, and 2 and 1… fresh capital in service of our customers, the founders.
1/2
While Fund 5 is the first fund we rang in with a gong, it’s also the same as Funds 4, and 3, and 2 and 1… fresh capital in service of our customers, the founders.
1/2
Special place in not-quite-hell-but-close for people who add an extra space after the Zoom link in the Google Calendar location
IYKYK
IYKYK
June 11, 2025 at 5:04 PM
Special place in not-quite-hell-but-close for people who add an extra space after the Zoom link in the Google Calendar location
IYKYK
IYKYK
Yes, Bloomberg Beta has a new fund to invest – our fifth. Radical change.
June 9, 2025 at 11:09 PM
Yes, Bloomberg Beta has a new fund to invest – our fifth. Radical change.
Unsure who needs to hear this but the new season of Ginny & Georgia is almost as good as Andor
June 8, 2025 at 12:50 AM
Unsure who needs to hear this but the new season of Ginny & Georgia is almost as good as Andor
I usually skip making a big deal of anniversaries. (I’m… terrible at celebrating?)
Bloomberg Beta turns 12 today. (Teenage overconfidence will come next year.)
Does that mean anything? Well, yes and no.
Bloomberg Beta turns 12 today. (Teenage overconfidence will come next year.)
Does that mean anything? Well, yes and no.
June 5, 2025 at 7:27 PM
I usually skip making a big deal of anniversaries. (I’m… terrible at celebrating?)
Bloomberg Beta turns 12 today. (Teenage overconfidence will come next year.)
Does that mean anything? Well, yes and no.
Bloomberg Beta turns 12 today. (Teenage overconfidence will come next year.)
Does that mean anything? Well, yes and no.
"Startups selling their product to startups" often ends in a phenomenon I call the customer cul-de-sac.
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May 22, 2025 at 6:02 PM
"Startups selling their product to startups" often ends in a phenomenon I call the customer cul-de-sac.
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The new Pope’s two things seem to be AI and labor unions.
Seems like he’d make the perfect VC — and we’d be happy to make space for him as a GP.
I bet he’d do well on TBPN.
Seems like he’d make the perfect VC — and we’d be happy to make space for him as a GP.
I bet he’d do well on TBPN.
May 20, 2025 at 6:02 PM
The new Pope’s two things seem to be AI and labor unions.
Seems like he’d make the perfect VC — and we’d be happy to make space for him as a GP.
I bet he’d do well on TBPN.
Seems like he’d make the perfect VC — and we’d be happy to make space for him as a GP.
I bet he’d do well on TBPN.
“Which AI model should I use?” is like asking “What will my child be good at when they grow up?”
Let me explain… because somebody asked me that question at an AWS event recently, and it’s a fair question.
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Let me explain… because somebody asked me that question at an AWS event recently, and it’s a fair question.
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May 19, 2025 at 6:00 PM
“Which AI model should I use?” is like asking “What will my child be good at when they grow up?”
Let me explain… because somebody asked me that question at an AWS event recently, and it’s a fair question.
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Let me explain… because somebody asked me that question at an AWS event recently, and it’s a fair question.
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Reposted by Roy E. Bahat
My favorite thing about Andor is the Rebellion doesn't text its supporters 10+ times a day.
May 13, 2025 at 3:27 PM
My favorite thing about Andor is the Rebellion doesn't text its supporters 10+ times a day.
Here's what all startup founders and venture capitalists in AI can learn from the appointment of the new Pope -- an American! -- today:
May 8, 2025 at 11:00 PM
Here's what all startup founders and venture capitalists in AI can learn from the appointment of the new Pope -- an American! -- today:
Tomorrow, I’ll be talking with Nobel winner Daron Acemoglu about how we can make better AI, at Stanford’s Data on Purpose event — and our conversation’s open to anyone to register at the link below.
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May 6, 2025 at 6:01 PM
Tomorrow, I’ll be talking with Nobel winner Daron Acemoglu about how we can make better AI, at Stanford’s Data on Purpose event — and our conversation’s open to anyone to register at the link below.
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Most people think VC stands for “Venture Capitalist” -- nope!
It stands for Vibe Coder.
Showing off a project I made in 15 minutes, on a plane, on my mobile -- thank you Replit.
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It stands for Vibe Coder.
Showing off a project I made in 15 minutes, on a plane, on my mobile -- thank you Replit.
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May 4, 2025 at 9:01 PM
Most people think VC stands for “Venture Capitalist” -- nope!
It stands for Vibe Coder.
Showing off a project I made in 15 minutes, on a plane, on my mobile -- thank you Replit.
1/
It stands for Vibe Coder.
Showing off a project I made in 15 minutes, on a plane, on my mobile -- thank you Replit.
1/
Reposted by Roy E. Bahat
My main takeaway from the Australian elections is we need to start running muppets
May 3, 2025 at 5:19 PM
My main takeaway from the Australian elections is we need to start running muppets
At the kid's college fair. Asked the rep from Elon University if it's gotten weird
April 30, 2025 at 4:15 AM
At the kid's college fair. Asked the rep from Elon University if it's gotten weird
Reposted by Roy E. Bahat
my favorite posts are the really good ones with no likes or reposts, maybe it never would have gotten the attention it deserved but here I am, communing with a superior intellect, the tree has fallen in the forest but I have heard it
April 26, 2025 at 11:23 PM
my favorite posts are the really good ones with no likes or reposts, maybe it never would have gotten the attention it deserved but here I am, communing with a superior intellect, the tree has fallen in the forest but I have heard it
Might set up a text auto-responder that answers every text STOP, because my friends will understand that's just for stopping all the political fundraising text spam
April 23, 2025 at 7:26 PM
Might set up a text auto-responder that answers every text STOP, because my friends will understand that's just for stopping all the political fundraising text spam
Who are the most patriotic VCs?
April 16, 2025 at 9:32 PM
Who are the most patriotic VCs?
Reposted by Roy E. Bahat
“It’s up to all of us to fix this”
Listen to Obama eloquently speak to the role and value of democratic institutions.
You may have not just say you are for something, but sacrifice something, for a principle.
www.tiktok.com/t/ZP8jPCTgN/
Listen to Obama eloquently speak to the role and value of democratic institutions.
You may have not just say you are for something, but sacrifice something, for a principle.
www.tiktok.com/t/ZP8jPCTgN/
TikTok video by Hypercuts Vids
www.tiktok.com
April 15, 2025 at 4:55 AM
“It’s up to all of us to fix this”
Listen to Obama eloquently speak to the role and value of democratic institutions.
You may have not just say you are for something, but sacrifice something, for a principle.
www.tiktok.com/t/ZP8jPCTgN/
Listen to Obama eloquently speak to the role and value of democratic institutions.
You may have not just say you are for something, but sacrifice something, for a principle.
www.tiktok.com/t/ZP8jPCTgN/