Roy Bahat

13 statements across 2 episodes · 4 bullish · 7 bearish · 1 people on the record · first statement Apr 13, 2016 by Roy Bahat · said 13 times in 6 episodes since 2016 · across every show →

On the record as a speaker too: Roy Bahat's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (11), Matt Turck (1), Brianne Kimmel (1)

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00214220162017201820192020episodesmentions per episode
2020 1 mention in 1 episode
2019 3 mentions in 2 episodes 2 per episode
2017 2 mentions in 1 episode
2016 7 mentions in 2 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Roy Bahat, oldest first

Apr 13, 2016
Insight
First-mover companies consistently lose to those who build the best product
“I mean, I think we tend to be obsessed with first in the technology industry, and first loses to best every time. You know, the first iOS app companies were not the best iOS app companies, you know, platform after platform, and I think that's exactly what we'r…”
Roy Bahat Apr 13, 2016 ▶ 18:44 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Apr 13, 2016 bearish
Assertion Not checkable as stated
Big data produced valuable technologies but very few valuable standalone businesses
“The, you know, the quote-unquote big data thing Turns out to have produced a number of very valuable technologies, not that many valuable businesses and part of it is because the data on its own, as everybody knows, is, you know, it's just information.”
Roy Bahat Apr 13, 2016 ▶ 9:17 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Apr 13, 2016 negative
Insight
Horizontal black-box AI startups face severe go-to-market challenges without consulting
“The warning is, if you're startup is, hey, I've got a black box that does machine intelligence. Let me try to apply it to a bunch of different situations. Then I think the going is very hard. You know, you probably have to start with some consulting services. …”
Roy Bahat Apr 13, 2016 ▶ 11:27 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Apr 13, 2016 bullish
Disclosure
Roy Bahat identifies eldercare as the number one untapped startup opportunity
“We don't invest in the space of things that serve people's personal lives, but if I did, I think services for the elderly are the number one untapped opportunity, and just wait till we have more sixty-five-year-old tech founders, because they'll see the opport…”
Roy Bahat Apr 13, 2016 ▶ 19:50 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Apr 13, 2016 bearish
Assertion Not checkable as stated
Proprietary data access is the primary bottleneck in machine intelligence development
“At least today, access to the data is the limiting factor. Which means, by the way, not only do companies like Facebook and Google have an advantage, but pretty much every old industrial incumbent, if it has a way of getting at its data and making use of it, a…”
Roy Bahat Apr 13, 2016 ▶ 10:57 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Apr 13, 2016 bullish
Prediction Not checkable as stated
Machine intelligence will eat software while software eats the world
“Yes, I think machine intelligence will eat software. While software is eating the world.”
Roy Bahat Apr 13, 2016 ▶ 8:50 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Apr 13, 2016 negative
Insight
Method-only AI startups without specific applications usually end up as acqui-hires
“If what you're talking about is, I guess I'd call them method-only companies, you know, some technology that you think can be applied to a wide variety of situations, and you're not really building around any one of them, then yes, then I do think that is aqua…”
Roy Bahat Apr 13, 2016 ▶ 15:46 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Oct 18, 2019 negative
Opinion
Bahat: Many financially successful tech industry icons are awful role models
“I think many of the heroes that we have set up in the technology industry are... Awful role models in that the heroes that we have set up are often the people who have been the most financially successful.”
Roy Bahat Oct 18, 2019 ▶ 31:11 20VC Exclusive: Roy Bahat on Bloomberg Beta's New Fund, The Truth About Valuation That Very Few VCs Will Tell You & Why Founders of Venture Backed Startups Make The Best Angels
Oct 18, 2019 bearish
Insight
Bahat: Revenue is a better startup co-investor than traditional venture capital funds
“My favorite co-investor is revenue. My second favorite co-investor is the founder of a venture-backed company in which we invest, and then you get to VCs.”
Roy Bahat Oct 18, 2019 ▶ 36:21 20VC Exclusive: Roy Bahat on Bloomberg Beta's New Fund, The Truth About Valuation That Very Few VCs Will Tell You & Why Founders of Venture Backed Startups Make The Best Angels
Oct 18, 2019 negative
Opinion
Bahat: Formal seed-stage board meetings are ludicrous and distract founders
“And it's turned into this advice-giving, checking-in governance body, and at the stage at which we invest, where founders are making critical decisions daily, the idea of meeting once every month, or two months, or three months, and doing a PowerPoint presenta…”
Roy Bahat Oct 18, 2019 ▶ 26:58 20VC Exclusive: Roy Bahat on Bloomberg Beta's New Fund, The Truth About Valuation That Very Few VCs Will Tell You & Why Founders of Venture Backed Startups Make The Best Angels
Oct 18, 2019
Insight
Bahat: A founder's personal financial situation heavily drives startup decision-making
“The founder financial situation is one of the most personal financial situation is one of the most important and under discussed aspects of the life of a company, because it's going to drive so much decision making.”
Roy Bahat Oct 18, 2019 ▶ 29:58 20VC Exclusive: Roy Bahat on Bloomberg Beta's New Fund, The Truth About Valuation That Very Few VCs Will Tell You & Why Founders of Venture Backed Startups Make The Best Angels
Oct 18, 2019 positive
Insight
Roy Bahat: Sequoia's culture defaults to expecting greatness
“I just go back to what I said about Sequoia generally, which is the habit of defaulting to expecting greatness is such a strong cultural pull.”
Roy Bahat Oct 18, 2019 ▶ 28:42 20VC Exclusive: Roy Bahat on Bloomberg Beta's New Fund, The Truth About Valuation That Very Few VCs Will Tell You & Why Founders of Venture Backed Startups Make The Best Angels
Oct 18, 2019 positive
Opinion
Bahat: Dollar-for-dollar, angel investors are more valuable to startups than VCs
“Angels dollar per dollar are the most valuable investors in the ecosystem, even more valuable than VCs, more valuable than us, especially angels who are themselves founders of venture backed companies.”
Roy Bahat Oct 18, 2019 ▶ 34:34 20VC Exclusive: Roy Bahat on Bloomberg Beta's New Fund, The Truth About Valuation That Very Few VCs Will Tell You & Why Founders of Venture Backed Startups Make The Best Angels
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