Byron Deeter รีทวีตแล้ว
Byron Deeter
8K posts
Byron Deeter
@bdeeter
Partner @bessemervp w/ @servicetitan @anthropicAI @perplexity_ai @twilio @intercom @waymo @procoretech @clickhousedb @canva @maintainx @49ers
CA เข้าร่วม Mart 2008
568 กำลังติดตาม21.5K ผู้ติดตาม
Byron Deeter รีทวีตแล้ว
Will all the spoils of the AI era be taken up by the foundation model companies?
Or can a viable application layer survive on top of them?
Here's what @bdeeter, of @BessemerVP, told @cityofthetown in today's newsletter:
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Byron Deeter รีทวีตแล้ว
Read the full interview with @BessemerVP's @bdeeter, in today's newsletter: newcomer.co/p/bessemer-leg…
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Byron Deeter รีทวีตแล้ว
Awesome seeing the class performance today by @CalVarsityRugby in a hard-fought battle against Navy. Two top-5 programs competing the right way physical, disciplined, and full of respect for the game. Proud of the effort and toughness shown by the Golden Bears, lead by the best to ever do it, the legend @JackClarkRugby . Go Bears!!!
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Byron Deeter รีทวีตแล้ว
Important, timely, clarifying comments! 🇺🇸🙏
Brad Gerstner@altcap
Anthropic / Dario at MS TMT conference - confirms now run rating over $19 B in revs (added $6 B in Feb). “We believe in America & we believe in helping to defend our country…will continue to work to figure out a solution with DOW.” Critical moment. Welcomed remarks. 🇺🇸🇺🇸
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Byron Deeter รีทวีตแล้ว
Byron Deeter รีทวีตแล้ว
Byron Deeter รีทวีตแล้ว
#49ers George Kittle, Mac Jones, and Kendrick Bourne and enjoying some time on the golf course together⛳️
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Byron Deeter รีทวีตแล้ว
#49ers Mac Jones, Kyle Juszczyk, Jake Tonges, Trent Taylor, and Curtis Robinson striking a pose during their time at San José del Cabo 💀
Via: Kristin Juszczyk Tik Tok
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Byron Deeter รีทวีตแล้ว
We had @bdeeter sit down with @fnthawar, @Shopify's Head of Eng, to unpack how they've transformed into an AI-first company since adopting GitHub Copilot in 2021 — well before the ChatGPT era.
The results? A 20% productivity increase (conservative estimate) and a cultural shift across teams.
Hard-won lessons:
🔹 Cursor became too expensive and complex for non-engineers → they switched to Gumloop workflows
🔹 Unlimited tokens led to high weekly spending by some users → they added iteration depth limits and alerts
🔹 The code review bottleneck is real → as AI generates faster, human review capacity becomes the constraint
Subscribe to Atlas for more insights: bessemervp.team/49oirII
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Byron Deeter รีทวีตแล้ว
Today, we’re starting the rollout of our fully autonomous rider-only service in four new cities simultaneously in Florida and Texas. Thrilled to welcome our latest riders in those cities!
Waymo@Waymo
Starting today, we’re welcoming our first riders in Dallas, Houston, San Antonio, Orlando. ✨Be one of them — download the Waymo app today & sign up.
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Such the perfect exclamation point on a wonderful Olympic Games, by the announcing GOAT himself, @miketirico !
Now the countdown begins to LA ‘28 and we all can’t wait!!
@USOlympic
MLFootball@MLFootball
MIKE TIRICO’S ALL-TIME GREAT OLYMPICS SIGN-OFF: “All the young people out there, those dreams are formed now. Go chase them, our country loves sports, it brings us together unlike anything else. And if you didn’t know that: you saw it in Team USA Hockey”
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Byron Deeter รีทวีตแล้ว
Cal Rugby is the most dominant single-school varsity sports program in American collegiate history.
No other college comes close to dominating any sport the way Cal has dominated rugby.
Cal Varsity Rugby@CalVarsityRugby
Final: Cal, 64, BYU, 21 #GoBears
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Byron Deeter รีทวีตแล้ว
The jump that secured the gold medal for Team USA in mixed team aerials 🔥
(via @NBCOlympics)
Yahoo Sports@YahooSports
Rise and SHINE 🥇 Team USA mixed team aerials REPEATS as gold medalists in the first medal event of the day.
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Byron Deeter รีทวีตแล้ว
On March 18, Bessemer is hosting our first 𝐑𝐨𝐛𝐨𝐭𝐢𝐜𝐬 𝐃𝐚𝐲 — a curated gathering of founders, researchers, and operators building in physical AI.
We’ll cover:
→ Our current roadmap for robotics
→ The signals reshaping the stack
→ Where embodied intelligence is headed next
If you’re building in physical AI, apply to attend: events.bvp.com/roboticsday-ap…
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We call our growth fund "Century" for this exact reason!
Bessemer@BessemerVP
"There are companies that define a category. And then there are once-in-a-generation companies that define a century. We believe @AnthropicAI is that type of company." — Partner Sameer Dholakia Here's why we're quadrupling down on the AI giant 💫 h/t @spdholakia, @bdeeter, @davidcowan, @gracejhma, @ayuditz, Sam Bondy
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Byron Deeter รีทวีตแล้ว
SaaS dumpster diving
$PATH – 10x EBITDA
$WIX – 9x EBITDA
$GDDY – 9x EBITDA
$ZM – 9x EBITDA
$CRM – 9x EBITDA
$WDAY – 9x EBITDA
$ADBE – 8x EBITDA
$RPD – 6x EBITDA
$DOCU – 6x EBITDA
$CXM – 6x EBITDA
$SPT – 6x EBITDA
$PYPL – 6x EBITDA
$FRSH – 6x EBITDA
$FIVN – 5x EBITDA
$RNG – 5x EBITDA
$PD – 4x EBITDA
$TDOC – 4x EBITDA
$YELP – 3x EBITDA
$EXFY – 2x EBITDA
h/t @dalibali2
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Byron Deeter รีทวีตแล้ว
Bessemer's @bdeeter on software's sell-off: "Chaos creates opportunity" cnb.cx/4cq71Ga
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It's time to deliver star power for life on Earth! Access to clean, abundant energy is one of humanity's greatest challenges and therefore one of its greatest opportunities. That’s why we’re partnering with Inertia Enterprises — leading their Series A — to bring fusion energy from the lab to the grid.
We @BessemerVP are thrilled to go on another bold journey with @jeffiel and the team at Inertia to build this future!
Bessemer@BessemerVP
America is facing an energy challenge that requires not only more power, but better power — fusion energy. In Dec. 2022, @Livermore_Lab's NIF finally achieved what generations of physicists had pursued: fusion ignition. Now, Inertia Enterprises is taking that breakthrough from lab to grid. We’re excited to once again back @jeffiel and the exceptional team at Inertia by leading their Series A as they work to solve one of humanity’s most important challenges. Read more 👉 bessemervp.team/4tB6Y0A
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Chaos creates opportunity! A lot of money is about to be made for those who have the conviction to place the right private and public software bets right now.
Our focus is private markets and we’re doubling down on private markets AI native software.
We share a lot of our @BessemerVP strategy online (under Roadmaps and through our atlas) and we’ll reveal more shortly:
bvp.com
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