Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Mark Goldberg

๐Ÿ‘ค Speaker
483 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

Chime. I really love that business. From a fintech perspective, it was one where I would have loved to have been a part of the early stage rounds and kudos to the folks that figured that out earlier than I did.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

Chime. I really love that business. From a fintech perspective, it was one where I would have loved to have been a part of the early stage rounds and kudos to the folks that figured that out earlier than I did.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

Chime. I really love that business. From a fintech perspective, it was one where I would have loved to have been a part of the early stage rounds and kudos to the folks that figured that out earlier than I did.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I think nobody has really cracked the product velocity that Revolut has. I mean, Revolut's product velocity is just unparalleled in really any market at this point, including NewBank. And you could argue the US is a harder market to differentiate on features, but Revolut has had a superpower. And

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I think nobody has really cracked the product velocity that Revolut has. I mean, Revolut's product velocity is just unparalleled in really any market at this point, including NewBank. And you could argue the US is a harder market to differentiate on features, but Revolut has had a superpower. And

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I think nobody has really cracked the product velocity that Revolut has. I mean, Revolut's product velocity is just unparalleled in really any market at this point, including NewBank. And you could argue the US is a harder market to differentiate on features, but Revolut has had a superpower. And

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

you know, they just move so quickly in terms of the breadth of products they're able to offer its customers. I don't think anybody's been able to match that in the US. That said, I think a lot of people get consumer finance wrong in the US and say, just because nobody has built a Revolut sized business means that it's not going to happen.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

you know, they just move so quickly in terms of the breadth of products they're able to offer its customers. I don't think anybody's been able to match that in the US. That said, I think a lot of people get consumer finance wrong in the US and say, just because nobody has built a Revolut sized business means that it's not going to happen.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

you know, they just move so quickly in terms of the breadth of products they're able to offer its customers. I don't think anybody's been able to match that in the US. That said, I think a lot of people get consumer finance wrong in the US and say, just because nobody has built a Revolut sized business means that it's not going to happen.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

Actually, the last time I was on your show, I think I predicted $100 billion neobank coming out of somewhere. And I think we're a lot closer. I think Revolut's the closest we're going to see to that. So

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

Actually, the last time I was on your show, I think I predicted $100 billion neobank coming out of somewhere. And I think we're a lot closer. I think Revolut's the closest we're going to see to that. So

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

Actually, the last time I was on your show, I think I predicted $100 billion neobank coming out of somewhere. And I think we're a lot closer. I think Revolut's the closest we're going to see to that. So

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I would argue that there might be a company nobody's ever heard of yet that actually wins the mantle.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I would argue that there might be a company nobody's ever heard of yet that actually wins the mantle.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I would argue that there might be a company nobody's ever heard of yet that actually wins the mantle.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I think lending businesses are very, very, very challenging. And if you look at the way that I've been comfortable investing in fintech, it's mostly been through the infrastructure that supports the growth of digital finance.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I think lending businesses are very, very, very challenging. And if you look at the way that I've been comfortable investing in fintech, it's mostly been through the infrastructure that supports the growth of digital finance.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

I think lending businesses are very, very, very challenging. And if you look at the way that I've been comfortable investing in fintech, it's mostly been through the infrastructure that supports the growth of digital finance.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

To me, it's a very obvious answer. I would go all in on it. That would include lending as well. It gives me heartburn. But at the early stage, the stage I'm investing at, the stage that's core to chemistry, finding great people at this stage, they're going to iterate into something that's interesting. And again, please take the other side of it.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders | Why Politics is Rife & Decision-Making is Broken in Large VCs | Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

To me, it's a very obvious answer. I would go all in on it. That would include lending as well. It gives me heartburn. But at the early stage, the stage I'm investing at, the stage that's core to chemistry, finding great people at this stage, they're going to iterate into something that's interesting. And again, please take the other side of it.