Jonathan Golden

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

[Jonathan Golden @jpgg]

@mvernal This is also why GTM and 'forward deployed engineers' are more powerful today. The coding is not the bottleneck anymore, its product surface area.

[Jonathan Golden @jpgg]

@jgreze @TownAI @arampell @a16z @kirstengreen @ForerunnerVC @firstround @altcap @conviction Congrats! Amazing team and product.

[Jonathan Golden @jpgg]

We are hiring in SF @deviationcap! https://t.co/Fx8XDFD2Xb

[Jonathan Golden @jpgg]

@AbhayVenkatesh1 I'm hearing individual lawyers leaving big platforms to charge for outcomes and leveraging tokens for workload. Pretty transformational. This is mostly YTD in 2026 so happening rapidly. Bullish signal on model providers.

[Jonathan Golden @jpgg]

@pavelprata @sharanjhangiani This market map of FoF's is super helpful, normally this information is all gathered through private conversations.

[Jonathan Golden @jpgg]

@CommitCapital Congrats!

[Jonathan Golden @jpgg]

@sriramk @drewhouston I met @drewhouston during his seed round. It was the only storage product that actually worked. Closest competitor was Mozy at the time which was just backup and quickly acquired by EMC. Nice job Drew, happy I could learn my product chops at @Dropbox in 2010!

[Jonathan Golden @jpgg]

@maddiehfaulkner Congrats Madison! Lucky to have you.

[Jonathan Golden @jpgg]

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".

[Jonathan Golden @jpgg]

@willbitsky Are you over or under on the analyst working 120 hours per week on winning the deal?

[Jonathan Golden @jpgg]

@mignano Are you postulating that system of record companies are safe because the existing install base continually provides more data resulting in a better product?

[Jonathan Golden @jpgg]

@jamesekaplan Thanks!

[Jonathan Golden @jpgg]

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.

[Colin Beirne @csbeirne]

https://t.co/WAsXSVYZBN

[Jonathan Golden @jpgg]

@matthieuschulz @deviationcap @windsurf @cognition Let’s crush it!

[Deviation @deviationcap]

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.

[Jonathan Golden @jpgg]

@kirbyman01 @sriramk @a16z Congrats on the move Bryan!

[Jonathan Golden @jpgg]

@lennysan @rabois “Exactly” is right. PMs will be one of the roles that still exists and thrives in the AI era.

[Jonathan Golden @jpgg]

@calcsam @mastra Congrats!

[Jonathan Golden @jpgg]

@davepaffenholz Amazing product!