Podcast•Dec 25, 2025•4 min
VC10X Micro - BigTech Energy War - The Next Battleground for AI Race
The episode explains how the AI boom has shifted the competitive focus from chips to electricity, prompting Big Tech firms to acquire or contract power assets—Google’s $4.75 billion purchase of Intersect Power, Microsoft’s Three Mile Island restart, and Amazon’s nuclear deals. It highlights the "energy wall" where AI workloads consume ten times more power than search, projecting data centers to use 9% of U.S. electricity by 2030, and argues that this is driving a vertical integration trend and a nuclear renaissance for reliable, 24/7 power. The hosts discuss the implications for the power grid, consumer electricity costs, and investors as tech companies become de‑facto utilities.
By VC10X
Social•Dec 26, 2025
Mediocre VP Breeds a Cascade of Weak Hires
When you get tired, and settle on a mediocre VP You also settle on their 10-15 mediocre hires to come
By Jason Lemkin
Social•Dec 26, 2025
Multiple LOIs Create Auction, Maximize Exit Value
If you want a premium exit, you can’t rely on one "perfect" suitor. One buyer means no buyers. You need leverage and leverage comes from competition. To get the deal you want, the funnel usually looks like this: > 100 NDAs signed >...
By Andrew Gazdecki
Podcast•Dec 25, 2025•33 min
How to Unlock Your Team’s Creative Potential
In this episode, Reid Hoffman talks with former PepsiCo CEO Indra Nooyi about how to cultivate an environment that unlocks a team’s creative potential. Nooyi shares the leadership principles and talent‑development initiatives she implemented at PepsiCo, emphasizing psychological safety, clear...
By Masters of Scale
Social•Dec 25, 2025
Attend Few Key Events, Build Relationships Regularly
My rough advice for events, having produced many of them, with lots of data: - Go to 2 of the top events in your industry each year - Go to 2 local meet-ups, dinners, etc. in your industry each month...
By Jason Lemkin
Social•Dec 25, 2025
Early Investors McCauley and GarageCapital Celebrate Groq Success
One of the unsung winners from the $20B Groq deal: @mmccauley and @GarageCapital. They invested in the first round and several since. Incredibly kind, incredibly humble, incredible investors. Always great to see the good guys win.
By Seth Bannon
News•Dec 24, 2025
The European Startup Market’s Data Doesn’t Match Its Energy — Yet
European venture capital poured €43.7 billion into startups through Q3 2025, keeping the year on track to match 2024 but still trailing U.S. deal volume. Fundraising by European VC firms stalled at €8.3 billion, the lowest in a decade, highlighting a liquidity gap....
By TechCrunch Venture Feed
Social•Dec 25, 2025
AI Chip Startups Falter Against Nvidia, Even With Gov Ties
there’s another “only in America” episode to be written around the outcomes of Groq and Graphcore similar thesis that new silicon needed to power ai breakthroughs neither hit rev scale to continue on their own vs nvidia/tpu but one had pro-tech...
By Nathan Benaich
Social•Dec 25, 2025
Invest in Key Startups for Pre‑IPO M&A Premium
Groq is a reminder that "important" startups can get a massive premium in M&A It all normalizes at IPO, more or less Valuations then are based on revenue, growth and profits But for venture, investing in important startups can lead to massive outcomes...
By Jason Lemkin
Podcast•Dec 23, 2025•33 min
Resurrecting Dire Wolves Is Just the Beginning for Colossal Biosciences’ Ben Lamm
In this Rapid Response encore, Ben Lamm, co‑founder and CEO of Colossal Biosciences, walks host Bob Safian through the company’s de‑extinction of the dire wolf, explaining the scientific process, the high‑profile investor backing, and the broader implications for conservation, biodiversity,...
By Masters of Scale
Social•Dec 23, 2025
AI Strategy Boosts SaaStr Growth From -19% to +47%
From -19% to +47% growth over the course of 2025. Here's how we turned SaaStr's traffic (and SaaStr itself) around in 12 months: 📉Through April 2025, we were down 19% in active users, 22% in views. The slow bleed every B2B...
By Jason Lemkin
Social•Dec 24, 2025
Profitable Startups Hold Real Acquisition Leverage in 2026
If you are a profitable startup, you have the only leverage that actually matters in an acquisition in 2026. You don't need to sell. This means you can walk away from bad terms or lowball offers without hesitating. Buyers can smell...
By Andrew Gazdecki
News•Dec 23, 2025
Innovation and Trust: Headway NOVA Honored with Two Prestigious Industry Awards
Headway NOVA, a tokenized real‑estate investment platform, was named the 1st Most Trusted Financial Company – Community Choice 2025 by TrustFinance and Real Estate Investment Firm of the Year by Corporate LiveWire. The dual honors highlight the firm’s secure, user‑friendly...
By FinSMEs
Podcast•Dec 22, 2025•28 min
Kike Miralles, Investment Director, Intel Capital
In this episode, Kike Miralles, Investment Director at Intel Capital, discusses the firm’s corporate‑venture strategy for quantum technologies, emphasizing investments in hardware and middleware, especially QPU scale‑out networking and hybrid error‑correction approaches. He compares leading quantum modalities, outlines typical check...
By The Superposition Guy's Podcast
Social•Dec 24, 2025
Cold Emailing VCs Succeeds at Seed Stage
Yes, cold email to VCs works. Especially at Seed and earlier -> https://t.co/ibiQ9FIQyV
By Jason Lemkin
Podcast•Dec 22, 2025•56 min
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
Treasury Secretary Scott Bessent outlines how tariffs can be wielded as a national‑security tool, despite legal hurdles, and argues that targeted tariffs could protect critical supply chains. He critiques the Federal Reserve’s past policies that fueled a 15‑year asset bubble,...
By All-In Podcast
Social•Dec 22, 2025
Freemium AI Conversions Hover Around 2%—Scale Requires Tens of Millions.
The AI Freemium Math is Brutal — But It Works at Scale 1⃣ChatGPT: 800M users → 15M paid (2%) → $20B ARR 2⃣Gemini: 650M users → Est. 2-3% → Part of Google 3⃣Claude: 30M users → Heavy API/Enterprise → $5B ARR 4⃣Perplexity: 30M users...
By Jason Lemkin
Social•Dec 24, 2025
From TPU Founder to Nvidia: A Decade of Gratitude
Taken Sep 1, 2016 when @JonathanRoss321 convinced me we could take on the giants, build new silicon and that AI was coming. In typical SV fashion, we didn’t even have a company yet - just a term sheet from me...
By Chamath Palihapitiya
News•Dec 22, 2025
Rising Digital Payments: How the ‘BTC to AUD’ Trend Is Reshaping Australia’s Tech Sector
Australia’s digital payments landscape is being reshaped by the surge in Bitcoin‑to‑Australian‑Dollar conversions, turning crypto flows into a strategic data signal for tech firms. Early adoption of Bitcoin exchanges, mining clusters, and university research gave the country a head start,...
By FinSMEs
Social•Dec 22, 2025
Learning Shows When Teams Adapt: Design Pressure, Own Outcomes
The fastest way to tell whether a team is learning is to look for moments where someone had to revise their view because reality contradicted it. If those moments are rare, the system is insulated. It may be busy, but it...
By Hiten Shah
Social•Dec 23, 2025
2025 Predictions: Strong IPO Surge, Google Leads AI
Every year I make a list of predictions & score the previous year’s. You can find my 10 Predictions for 2026 here. 2025 was a good year : I scored 7.85 out of 10. 1. The IPO market rips. Score...
By Tomasz Tunguz
Blog•Dec 22, 2025
Y-Combinator’s Framework for Building a Successful MVP.
The episode breaks down Y‑Combinator’s MVP framework, emphasizing that a Minimum Viable Product must be both minimal and viable—enough to let real users test the core solution. It contrasts founder mindsets, shows how Airbnb, Twitch, and Stripe launched ultra‑simple versions...
By Sahil S
Social•Dec 22, 2025
AI Unifies Marketing, Sales, and Support Into One Agent
"AI is converging marketing, sales & support. They are becoming 1 AI agent. Not 10 different pre-AI SaaS products. In fact, it's already happening in e-commerce." The latest with @rodriscoll @HarryStebbings + me https://t.co/Uhpain34qX
By Jason Lemkin
Social•Dec 23, 2025
Keep Growing During Due Diligence, Don't Stall Valuation
Common deal killer I see at @acquiredotcom? Stalled growth during due diligence. When you decide to sell your startup, it’s tempting to shift 100% of your focus to the deal. You stop shipping features. You pause marketing. You start mentally checking out. But buyers...
By Andrew Gazdecki
Social•Dec 24, 2025
Rapid Productivity Boom Threatens Wealth Concentration, Requires Early Action
How concentrated do you think the wealth generation will be ? What do you see as second order social implications of productivity hyper-acceleration? If we don’t address the issues you anticipate now, before it happens, I don’t know that it’s...
By Mark Cuban
Social•Dec 21, 2025
Deep Customer Insight Gets Punished by Organizational Incentives
One more layer that’s worth naming. Even when teams talk to customers with good intent, most companies structurally make understanding hard to sustain. The incentives quietly punish it. Deep understanding creates friction. It slows momentum and introduces ambiguity right when leadership wants certainty. So...
By Hiten Shah
Social•Dec 23, 2025
Zero‑Return Public Markets Forecast, Yet Investing Still Essential
"Will the public markets return ... 0% over the next decade? Apollo says so. Even so, we probably have to keep investing." The latest with @rodriscoll @HarryStebbings + me https://t.co/rAgT9714X8
By Jason Lemkin
Blog•Dec 22, 2025
12 Predictions for 2026
Tom Tunguz outlines twelve 2026 forecasts, from AI agents commanding higher fees than human workers to a record‑breaking liquidity wave driven by IPOs from SpaceX, OpenAI and others. He predicts vector databases becoming essential AI infrastructure and agents autonomously handling...
By Tomasz Tunguz
Social•Dec 21, 2025
Founder Cashes Out at Peak to Fund New Venture
ChatFAI was winning. Millions of users, strong revenue, and viral growth. Umar (@heyumarkhan) got acquired when things were going great. Cashed in the chips. He then used the exit to fuel his other startup. Full interview here: https://t.co/tNIE71aLPb https://t.co/htq2TImIUZ
By Andrew Gazdecki
Social•Dec 23, 2025
AI-Powered Platform Raises $10.1M to Spark Real‑world Connections
Congrats to @222place on their $10.1M Series A! In a world where tech makes it easier to disconnect, 222 is using AI to maximize the probability of an in-real-life future, matching people for in-person dinners and experiences across 10 cities. https://t.co/VuSdAOZwJG
By YCombinator
Social•Dec 22, 2025
AI Agents Will Outprice Human Labor by 2026
11 Predictions for 2026 Every year I make a list of predictions & score last year’s predictions. 2025 was a good year : I scored 7.85 out of 10. Here are my predictions for 2026 : 1. Businesses pay more for AI agents...
By Tomasz Tunguz
Social•Dec 24, 2025
Finalizing 50mm Round; Request Overview Before Allocation
Signing Out on this Outreach Hi Christopher, We’re finalizing this stage of the 50mm round - would a brief overview be helpful before we lock in this phase of allocation?
By Chris Fralic
Social•Dec 22, 2025
Free 7-Day Access to Molly Graham’s Leadership Essays
Molly Graham 's excellent collection of leadership, operations, and startup advice is changing a little. All new essays will be freely available for seven days, then they go behind a subscription plan where you get everything, forever. i've shared many...
By Hunter Walk
Social•Dec 22, 2025
2025 Winners Revealed, 2026 Tech Stock Predictions Unveiled
2025 was a crazy year. 2026 will be even less predictable. So at 20VC we thought it was time for @jasonlk, @rodriscoll to do a very special “20VC Big Fat Quiz of the Year”. For 2025: - Best Founder of the Year -...
By Harry Stebbings
Social•Dec 23, 2025
Each Crisis Is Unique; Wall Street Fees Fuel Trouble
Why some economic crises are not like the others… In this TWiST highlight, I break down how the Dot Com Bubble was nothing like the “Great Recession” of 2008, and ALSO totally distinct from the Silicon Valley banking crisis of...
By Jason Calacanis
Social•Dec 22, 2025
AI Shifts From Chaos to Buildable, Apps Lead the Way
2025 was the year AI stopped feeling chaotic and started feeling buildable. On the @LightconePod, @garrytan, @harjtaggar, @sdianahu, and @snowmaker break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back...
By YCombinator
Social•Dec 22, 2025
Selling Frees Founders to Focus on Design Passion
Selling a business doesn’t mean walking away. Jamm Designs (@jammdotco) sold to a buyer on @acquiredotcom who could scale the business so the founders could focus on what they loved: design. First acquisition with lots of unknowns and having the right advisor...
By Andrew Gazdecki
Social•Dec 22, 2025
2026 IPO Boom Falters From the Start
The 2026 IPO Boom Is Already Off to a Bad Start https://t.co/f7BR2zMb0I
By Eric Newcomer
Social•Dec 22, 2025
Life After a Game‑Changing Exit: Founder Stories
Founders after a life changing exit on @acquiredotcom: https://t.co/SgKWPn5gwQ
By Andrew Gazdecki
Social•Dec 23, 2025
US Defense Won’t Trust Chinese Drone Maker, VCs Realize
one of the reasons VCs passed on Shield AI in 2015 was "won't DJI just do this?" We said you're crazy if you believe the US gov/military is going to rely longterm on a Chinese company for NatSec. https://lnkd.in/gcpRNMnA
By Hunter Walk
Social•Dec 22, 2025
Vision Obsession Masks Avoidance of Concrete Details
Founders who obsess over vision usually do it to avoid specifics.
By Hiten Shah
Social•Dec 22, 2025
From Skepticism to Success: Truemed Proves Its Worth
I was wrong about Truemed. When Justin first told me about his new co, I was skeptical brands would adopt a new payment solution. ~3 years later, it’s definitely working. Thankfully we bet on him. :)
By Ryan Hoover
Social•Dec 22, 2025
Show the Incentive, See the Outcome.
“Show me the incentive and I’ll show you the outcome…” https://t.co/QJAbUuo9bc
By Chamath Palihapitiya
Social•Dec 22, 2025
Blueprint: Build a Hot AI Startup to IPO
-> https://t.co/NlPWFTrkQ8 is getting there - Found hot AI startup - Pick top accelerator - Poach from other AI start-ups - Build to Series A, IPO, and ... beyond https://t.co/2tS4gKNkhp
By Jason Lemkin
Social•Dec 21, 2025
More Expensive LLMs Aren’t Always the Better Choice
There are times when the very latest LLM is the best, and there are times when the most expensive LLM is the best. And there are times when it isn't. We've run 2,700 VC Pitch Decks through SaaStr AI VC so I...
By Jason Lemkin
Social•Dec 21, 2025
Influence Extends Beyond Formal Reporting Lines
Org Charts Are Funhouse Mirrors Because Span of Influence is Not Limited to Span of Control https://lnkd.in/g_yhV_mK
By Hunter Walk
Social•Dec 23, 2025
Parallel Due Diligence Compresses Timeline and Boosts Competition
How long should due diligence take? Ad hoc diligence begins Day One of a process, but the detailed, confirmatory diligence right before closing the deal should last roughly 3-4 weeks (assuming you run a tightly controlled process). If it were...
By Michael Lyon
Social•Dec 21, 2025
Shield AI’s V‑BAT Survives Jamming, Executes 35+ Missions
"On the frontlines in Ukraine, Russian jammers intersect communications and radio signals, leading drones to veer off course or even fall from the sky and crash. Many U.S. drones haven’t been able to perform. But after an eight-month iteration period...
By Hunter Walk
Social•Dec 21, 2025
VCs Gain IPO Gold While Consumers Miss Gains
"All the leaders from SpaceX to Stripe to Anthropic to Databricks waiting to IPO is the gift of a lifetime to venture capital. Yes, the consumers have been protected from bad news. But they've also been blocked from all the massive appreciation."...
By Jason Lemkin
Social•Dec 23, 2025
Cold Email Investment Fuels Drone Pivot to Defense Giants
We backed @flybyrobotics via a cold inbound email. They built drone delivery for Yale campus students. Since then COVID crushed their plans and they pivoted. They’re now selling US-made drones to Palantir, US Marine Corps, and others. And now this…
By Ryan Hoover