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VOICE ARCHIVE

Talia Goldberg

@taliagold
9 posts
2026-02-06
SaaS index down 32% YoY despite most companies meeting or beating plans, all while the markets are up ~15%. Market fear of uncertainty and AI agents eating SaaS is wild. [image]
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

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SaaS index down 32% YoY despite most companies meeting or beating plans, all while the markets are up ~15%. Market fear of uncertainty and AI agents eating SaaS is wild. [image]
2026-02-06 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

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2026-02-05
SaaS index down 32% YoY despite most companies meeting or beating plans, all while the markets are up ~15%. Market fear of uncertainty and AI agents eating SaaS is wild. [image]
2026-02-05 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

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2024-01-05
In October 2022, I wrote a piece about a trillion dollar opportunity in search. @perplexity_ai is that company. I only wish I realized a year sooner ;) Better late than never. Thrilled to officially be a part of the Perplexity journey.
2024-01-05 View on X
Wall Street Journal

Perplexity, which offers an AI-based “answer engine” with ~10M MAUs to compete with Google, raised $74M at a $520M valuation from IVP, Jeff Bezos, and others

if they continue on their current trajectory, I bet Google buys them for $2B within the year. Talia Goldberg / @taliagold : In October 2022, I wrote a piece about a trillion dollar...

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2023-09-27
there's an opportunity for a new device that is mostly audio interface, ambient, and powered by an AI assistant. hope this isn't a phone, and more like a next gen airpod or speaker
2023-09-27 View on X
The Information

Sources: Jony Ive and Sam Altman have been discussing building a new AI hardware device, and Masayoshi Son has been involved in some aspects of the conversation

Jony Ive, the renowned designer of the iPhone, and OpenAI CEO Sam Altman have been discussing building a new AI hardware device …

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2023-09-20
On April 9th 2014, I co-drafted Bessemer's anti-portfolio submission for @Instacart. That was prescient and stupid! Congrats to the entire Instacart team! [image]
2023-09-20 View on X
Forbes

An interview with Instacart founder and former CEO Apoorva Mehta on Instacart's beginnings, his board exit, his reluctance to take the company public, and more

and today he cut all ties with the company Reuters : Instacart set to be valued at nearly $13 bln in Wall Street debut Ari Levy / CNBC : Instacart closed up 12.33% in its Nasdaq de...

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On April 9th 2014, I co-drafted Bessemer's anti-portfolio submission for @Instacart. That was prescient and stupid! Congrats to the entire Instacart team! [image]
2023-09-20 View on X
CNBC

Instacart closed up 12.33% in its Nasdaq debut, valuing the grocery delivery company at just over $11B; Instacart was valued at $39B in March 2021

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2022-02-01
While @DiemAssociation may have not achieved its desired outcome, it tried something new and ambitious and raised the bar for stablecoins. Major shoutout to my gal @beller for inspiring the project and pushing the seemingly impossible within the behemoth that is @Meta. ❤️🌟 https://twitter.com/...
2022-02-01 View on X
CoinDesk

Silvergate Bank acquires the Diem Association's tech and other assets by issuing $132M in stock and paying $50M in cash and aims to debut a stablecoin in 2022

The Diem Association is shutting down.  —  Silvergate Bank confirmed Monday that it's purchasing the technology and other assets from Diem …

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2021-03-27
Who says plumbing isn't sexy? If remote work has taught us anything, home services are essential... We @BessemerVP have been fortunate to partner with Ara and Vahe since the series A and are thrilled to support @ServiceTitan on this next phase of growth https://www.forbes.com/...
2021-03-27 View on X
Forbes

ServiceTitan, a SoCal-based firm which offers a SaaS product for tradespeople, raises $500M Series F led by Tiger Global and Sequoia at a $8.3B valuation

Alex Konrad / Forbes :

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