Founding Partner at @DeviationCap, ex-Partner @NEA, Product at @Airbnb, @Dropbox, @Hubspot

Joined July 2007
18 Photos and videos
Jonathan Golden retweeted
Today, we’re thrilled to announce our $200M Series C funding round at a $1B valuation, led by @RoboStrategy and existing investors including @generalcatalyst. Standard Bots is now America’s largest manufacturer of AI-native industrial robots. Our customers include Sunoco, Lockheed Martin, NASA, and the US Army along with hundreds of other manufacturers across the country. We’re proud to say that we’re on track to deploy 10% of all U.S. industrial robots by next year. We are expanding our Glen Cove, New York facility to 70,000 square feet to scale our vertically integrated production process. We currently design almost all our own parts, including our own actuators, and we assemble every final product in-house. By 2027, we’ll manufacture everything — from metal in to robots out — right here in America. We believe AI-native robots are the essential power tool of the 21st century — the tool that will grow American manufacturing and help every American worker to be a force at work. You just show your robot how it’s done, and it learns through demonstration. No coding, no consultants, just unbox and deploy faster than anything else on the market. Right now it’s possible for the United States to revitalize our manufacturing base if we become the worldwide leader in this transformative technology. We must build American robots, and put them to work in American factories. It’s a national imperative, and it’s our central mission. This fundraise gets us one step closer to the goal. The future of American manufacturing is bright! Join Standard Bots, and show your robot how it’s done — we’re just getting started.
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S&P 500 market cap is ~60T and Anthropic and OpenAI are ~1T in private valuation each. If 1.6% (1/60) of your portfolio isn't invested in each co., you are under exposed. You basically need these private assets now to be properly exposed to "the market".
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Jonathan Golden retweeted
Introducing Deviation Capital. Era-defining companies are the exception. They break almost every rule of conventional wisdom as they rise, but start the same way. A founder encounters something broken, invents a way forward others couldn't see, and bets everything on bringing it to life. We launch today as the spinout of Two Sigma Ventures to find, fund, and support these founders, backing technical teams harnessing data and computing to build enduring exceptions.
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For as long as I can remember, I've wanted this job. Apple's "Think Different" posters covered every wall of my teenage bedroom. I got my first taste of venture at Greylock, I learned how to build at Airbnb as their first product manager, scaling with them as they 100x'd over every metric, and I partnered with truly exceptional founders at NEA. At Deviation Capital, I get to build and invest. @csbeirne, Dusan, Sidney and I started @Deviationcap to find and support the founders operating at the frontier and in the fringes, harnessing data, computing, and AI to build the defining companies of our time. We're hiring in SF –– reach out.
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Jonathan Golden retweeted
Investors are betting billions of dollars that robotics will experience a Giant Leap. Meaning: robots are not useful today, but throw enough GPUs, models, data, and PhDs at the problem, and you’ll cross some threshold on the other side of which you will meet robots that can walk into any room and do whatever they’re told. The Giant Leap view is sexy. It holds the promise of a totally unbounded market – labor today is a ~$25 trillion market, constrained by the cost and unreliability of humans; if robots become cheap, general, and autonomous, the argument goes that you get Jevons Paradox for labor - available to whichever team of geniuses in a garage produces the big breakthrough first. This is the type of innovation that Silicon Valley loves. Brilliant minds love opportunities where success is just a brilliant idea away. My friend @evanbeard is betting that progress will happen by climbing the gradient of variability. That robotics will progress towards general usefulness in small steps. The logic is clear: - Robotics is bottlenecked on data. - The best data is the data your robots collect actually doing things. - The best strategy, then, even if it's not the sexiest, is to get paid to collect that data, learn, and iterate. This is where the vast majority of value lies, and the real path to our abundant robotic future. For the first co-written essay in not boring world, Evan and I write about the robots.
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Jonathan Golden retweeted
25 Sep 2025
Excited to announce Juicebox has raised $36M in funding, including our Series A led by Sequoia Capital (@sequoia) - to help the world’s leading teams win the talent war. More below 🧵
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24 Jul 2025
True tokenization of assets. Onward @Courtyard_io!
We’re excited to announce that we've raised $30 million in Series A funding, led by @ForerunnerVC, with participation from NEA, Y Combinator, Burst Capital, Prelude, and ParaFi. Thanks to our team, users, and investors for believing in our vision. This is just the beginning! 🚀
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Jonathan Golden retweeted
24 Jun 2025
All the minds in the world. Now one question away. We’ve raised $16M from @sequoia to build @withdelphi - create your digital mind & turn your expertise into living, interactive conversations that scale globally. See how our customers use it below 👇🏼
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5 Jun 2025
Perfect time to be building a bootstrapped AI first email client. Gmail, even with Gemini, is not cutting it (yet). Once @OpenAI and @perplexity_ai build browsers, their next logical step is an AI email app. Historically, email apps have been fast, medium sized, acquisitions.
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16 Jan 2025
Great read. It takes a technology shift to produce new startups. AI is that shift and @perplexity_ai will be the next dominant consumer startup with @AravSrinivas driving the vision.
Consumer is back. We did many more consumer investments in 2024, which was a surprise, because the consumer startup technology window had been closed for 11 years. But the energy shifted due to AI. What it takes to win: nfx.com/post/consumer-is-bac… 🧵 w/ resources below
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20 Dec 2024
I just used @meetgranola for the first time day. Felt like the first time I used @Dropbox, it just worked and was delightful. Well done @cjpedregal and team.
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21 Oct 2024
Congrats and well deserved! @zcabrams's career of building product expertise in payments and crypto spanning over a decade led to this outcome. It was not an overnight success. Proud to be an investor in @Stablecoin (Bridge.xyz).
21 Oct 2024
Bridge is joining forces with Stripe! I’m incredibly excited We started 2.5 years ago and we’ve done a lot since then :) We’re going to do a whole lot more in the years ahead. This is an important milestone, but we’re still at the very beginning of the Bridge journey. We started Bridge because we thought stablecoins could become a core, global, regulated payment platform. Our first year was hard. The digital asset space was in turmoil. We struggled to find partners / customers. We launched with our APIs in March 2023. After launch, we quickly saw inbound interest from cross-border payments companies. People talked about stablecoins for x-border money movement, but we didn't understand the space or need. These developers onboarded, showed us what was possible, and Bridge quickly started to scale. After that, we had government entities onboard with us to disburse aid, fintechs build US dollar-based savings and spending products, SpaceX to manage their global treasury, and many others. Our belief that stablecoins could be a new payment platform started coming true. Developers worldwide were dreaming up new stablecoin-enabled financial products and coming to Bridge to bring them to life. And each new use case was larger than all of those that came before it. Today, we’re moving many billions in payment volume. Our business has grown >10x this yr. But more importantly, we’re now helping 100s of developers all around the world. And their products are giving millions of consumers and businesses more economic choice. A lot has changed (and improved) over the past 18 months. But we’re still incredibly early. Stablecoins represent an entirely new payments platform. Realizing the potential of this platform will be a decades-long journey. As we’ve gotten to know the Stripe team, it’s become clear that we both share a vision for what’s possible with stablecoins and an excitement around the opportunity to create and build this future Stripe operates globally and understands better than almost anyone the problems created by our existing localized payment systems. Our teams share an excitement about stablecoins and vision for how to maximize their impact. Together, we’ll be able to solve bigger problems, support more developers, and help more consumers and businesses all across the world. We built Bridge to solve our most vexing global financial challenges; to pull a more connected world forward; to give everyone more economic choice. We’re thrilled to be joining forces with Stripe to fully realize these ambitions. Full blog post here --> x.com/Stablecoin/status/1848…
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Jonathan Golden retweeted
29 Aug 2024
We've been building Bridge for 2.5 years. Very excited to finally share more about what we do and why we're doing it. Sean and I also spent time with @leomschwartz to tell our story. Our blog is below. And article is here --> x.com/leomschwartz/status/18…

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Jonathan Golden retweeted
Thrilled to share that a16z is leading the Series A of @usepylon - the customer support platform purposefully built for B2B companies. This problem space is near and dear to my heart given my personal experience, see blog & a 🧵 a16z.com/announcement/invest… cc @zeyalater @jeffreysilv
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23 Apr 2024
Amazing team and amazing vision 🚀
Excited to announce we've raised 62.7M$ at 1.04B$ valuation, led by Daniel Gross, along with Stan Druckenmiller, NVIDIA, Jeff Bezos, Tobi Lutke, Garry Tan, Andrej Karpathy, Dylan Field, Elad Gil, Nat Friedman, IVP, NEA, Jakob Uszkoreit, Naval Ravikant, Brad Gerstner, and Lip-Bu Tan.
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Jonathan Golden retweeted
9 Jan 2024
NEA. The foundation for new frontiers. We’re thrilled to introduce a refreshed NEA brand that both honors our past and pushes us toward the future. An Evolved Brand for an Evolving World: nea.com/blog/an-evolved-bran…
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5 Jan 2024
Pumped for @AravSrinivas and the Perplexity team!
We are happy to announce that we've raised $73.6 million in Series B funding led by IVP with participation from NVIDIA, NEA, Bessemer, Elad Gil, Jeff Bezos, Nat Friedman, Databricks, Tobi Lutke, Guillermo Rauch, Naval Ravikant, Balaji Srinivasan.
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9 Dec 2023
Novel ‘system of intelligence’ products that leverage generative AI will become the next wave of software disrupters at the app layer. Defined by 1. deep workflow integration, 2. data hierarchy sophistication and 3. data feedback loops. @TechCrunch 👉 techcrunch.com/2023/12/09/sy…
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