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Mark Goldberg
Chemistry
@Mark_Goldberg_
Co-founder & GP @chemistry. Before, @Indexventures, builder @dropbox. Invested in Plaid, Persona, Bridge, many more. AI, Fintech, SaaS 🎯 Dad x3 boys.
San Francisco, CA
Joined November 2017
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Oct 23, 2024
    Some personal news -- today we’re launching Chemistry (!) a new firm founded by @kshenster, @ethankurz and me with our debut fund of $350M. We'll be leading high conviction investments at the Seed and Series A. Why did we start something new? 👇
    102K
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Aug 10, 2020
    1/ With all the recent buzz around SPACs, I thought I’d share my experience working on the IPO for @Tesla (as junior analyst/glorified coffee fetcher) -- where I saw @elonmusk tear up the traditional playbook 10 years before anyone else was even questioning it. It worked. 👇
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Jun 23, 2022
    It's finally time for HBO to reboot Silicon Valley, and make it all about crypto.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Jan 22, 2022
    🚨 A cautionary tale for today's market 🚨 Shortly after I joined Dropbox in 2013, the company closed its Series C at a $10B valuation. Today, Dropbox does billions in revenue (1,000% growth since then) and is worth...$9.5B 🤯 Many recent 🦄s will face similar dynamics.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Jun 19, 2022
    I just successfully disputed a charge on my credit card and am now wondering if a centralized financial system is really all that bad.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Aug 10, 2020
    Replying to @Mark_Goldberg_
    12/ That was 10 years ago this summer. If you had bought and held @Tesla from Day 1, you’d have roughly 80x return on your investment. @elonmusk did the IPO his way, and paved the way for greater innovation (SPACs, Direct Listings) that continue to push status quo.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Dec 12, 2021
    Someone should build YCombinator for Web3.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Jul 31, 2022
    Replying to @ramit
    Somebody parked this Porsche in my building’s garage a year ago and never came back for it.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Mar 15, 2022
    Is there a disconnect between public & private market valuations in fintech right now? ⚖️ Klarna (2021 round) = combined market cap of... Robinhood + Opendoor + Marqeta + Affirm + Toast + Blend + Sofi
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Dec 22, 2020
    1/ Using the end of year to look ahead -- here are 5 predictions around where fintech is heading in the next decade 👇🧵 Prediction #1: By the end of Biden’s first term, at least one of the neobanks will be worth more than Goldman Sachs.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Aug 10, 2020
    Replying to @Mark_Goldberg_
    5/ VIP Investors were even given test drives @ Chelsea dealership. When 1 canceled, I got a ride in a prototype Model S (!!!) In 3 years at MS, I’d never seen investors with ear-to-ear grins on their faces before. It was pure genius. Grown men & women giggling like kids.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Dec 24, 2021
    Holiday plans were Omicron-ed so first ever California Christmas! Exploring the hills behind our house 🌲🎅
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Aug 10, 2020
    Replying to @Mark_Goldberg_
    10/ But Elon knew, what the bankers did not, that Tesla would change the car industry. And he knew he’d be leaving money on the table by pricing too low, creating a massive pop on day 1. @bgurley would have been proud. Elon said $17 or no deal.
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    Mark Goldberg
    Chemistry
    @Mark_Goldberg_
    Aug 10, 2020
    Replying to @Mark_Goldberg_
    6/ @elonmusk wore jeans 👖 It’s a weird detail to remember, but all I ever saw was suits - from my colleagues, clients, I mean everyone. Different times 🤷‍♂️ It felt like such a rock star/iconoclast move. Clearly an extension of the brand + a stick in the eye to ol’ Wall Street