Roelof Botha
- Seed/Early
- +
- Growth
If you’re going to be really successful in this business, you have to be contrarian—and right.
Backstory
I’ve always thought, “What can I do that opens up possibilities?” I grew up in South Africa and went to an Afrikaans high school, and we didn’t speak English at home. But I pushed myself to go to an English-speaking university, and that opened up a door. Then I chose to work for McKinsey, because I thought it would open another door and maybe I’d get a chance to work overseas.
I was reading about what was happening in Silicon Valley in the mid 90s, before I came to the U.S. Already, I’m starting to see the beginnings of the internet. Did I fathom how big it would be? Absolutely not. I didn’t know what venture capital was. I didn’t know that I would join a startup. I just had an intuition that I needed to be here. A friend of mine introduced me to Elon in 1999 and I joined PayPal. Then when Mike Moritz asked me to come interview at Sequoia, that was just another door opening. Where might this one lead?
Whenever I interview people, I ask about those key moments in somebody’s life where they’ve made career decisions. And I think about companies in the same way—there are these crucible moments that have an enormous bearing on ultimate outcomes.
On the lookout for
The unconventional. So many times, I’ve led an investment and been made fun of. YouTube. Instagram. MongoDB. There’s a little defiance in saying, “We’ll show you!” I remember in 2001, when I was at PayPal, there was an article titled “Earth to Palo Alto.” It said we were deranged, we didn’t know what we were doing. In the meantime, I was inside the building, knowing that we were months away from being profitable and on our way to being a public company.
There’s something intriguing to me about somebody who’s an original thinker, who is quirky, and maybe an outsider. I love spending time with people like that. Often, I judge based on how I feel when I meet someone the second time. With most people, you can have a pretty interesting conversation once. The real test is the second conversation—do I lose interest? Or does my imagination start to run off as I think about what this company can become, and understand the depth and significance of the person’s idea? There are few things as exhilarating as sitting in a room with a founder and riffing with them on their idea.
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Press & Media
Companies
Current Companies
Company Name | Short Description | Current Stage | Founders | First Partnered | collapse |
---|---|---|---|---|---|
biomodal | biomodal creates technologies that bring the dynamism of our ever-changing biology into focus. | Growth |
| Growth (2016) | Collapse |
Ethos | Ethos uses technology to provide accessible and affordable life insurance coverage. | Growth |
| Early (2017) | Collapse |
GenEdit | GenEdit is revolutionizing gene therapy and gene editing with its nanoparticle delivery technology. | Early |
| Pre-Seed/Seed (2016) | Collapse |
Landis | Landis help renters become homeowners. | Growth |
| Early (2020) | Collapse |
Meeno | Meeno is a relationship mentoring app powered by generative AI. | Pre-Seed/Seed |
| Pre-Seed/Seed (2023) | Collapse |
Mindy | Mindy is an email-first chief-of-staff that can help with everything from complex research to shopping to organizing your meetings. | Pre-Seed/Seed |
| Pre-Seed/Seed (2023) | Collapse |
mmhmm | mmhmm is a new and better way to create clear, compelling communications via video. | Growth |
| Pre-Seed/Seed (2020) | Collapse |
Pendulum | Pendulum is a biotechnology company working to improve the human microbiome. | Growth |
| Early (2017) | Collapse |
The Org | The Org is a network of public org charts for employees at fast-growing startups. | Growth |
| Pre-Seed/Seed (2019) | Collapse |
X | X (formerly Twitter) is what’s happening and what people are talking about right now. | Growth |
| Growth (2022) | Collapse |
Xaira | Xaira is reinventing drug R&D using artificial intelligence to rapidly prototype and test disease treatments. | Early | Early (2024) | Collapse |
Enduring Companies
Company Name | Short Description | Current Stage | Founders | First Partnered | collapse |
---|---|---|---|---|---|
23andMe | 23andMe is the leading personal genetics information company. | IPO |
| Growth (2017) | Collapse |
Bird | Bird is an electric vehicle maker and bike-sharing network focused on sustainability. | IPO |
| Growth (2018) | Collapse |
Block | Block is Square, Cash App, Spiral, TIDAL, TBD, and other foundational teams. | IPO |
| Early (2011) | Collapse |
BridgeBio | BridgeBio makes targeted treatments for genetic diseases. | IPO |
| Growth (2018) | Collapse |
Eventbrite | Eventbrite is a marketplace for events. | IPO |
| Early (2009) | Collapse |
Evernote | Evernote is a digital workspace for storing and sharing. | Acquired |
| Growth (2010) | Collapse |
Instagram, now part of Meta, is the world's most popular photo-sharing app. | Acquired |
| Growth (2012) | Collapse | |
MongoDB | MongoDB is the leading general-purpose database platform. | IPO |
| Early (2010) | Collapse |
Natera | Natera provides DNA testing across multiple clinical areas including women's health and oncology. | IPO |
| Early (2007) | Collapse |
Tumblr | Tumblr, now part of Yahoo, is a short-form, mixed-media blogging platform. | Acquired |
| Growth (2010) | Collapse |
Unity | Unity is a 3D and VR content development platform. | IPO |
| Early (2009) | Collapse |
Xoom | Xoom, now part of PayPal, is a global money transfer service. | Acquired |
| Early (2003) | Collapse |
YouTube | YouTube, now part of Google, is the world's leading video-sharing service. | Acquired |
| Early (2005) | Collapse |