News•Nov 25, 2025
Definedge Raises Funding Round
Definedge, a Pune-based fintech and brokerage platform that offers trading tools and an investor‑education ecosystem, announced a new funding round with an undisclosed amount. The round was backed by a group of individual investors including Hemant Luthra, Ajay Srivastava, D. Prasad, Nitin Agarwal and Madhusudan N. Sarda. Founders Prashant Shah (CEO) and Rajesh Badiye (CIO) said the capital will be used to expand the company’s operations and accelerate product development. The raise underscores growing investor interest in Indian fintech solutions that combine brokerage services with education.
By FinSMEs
Social•Nov 25, 2025
Megas Dominate Series A Deals over $20M
Series A: Most priced A rounds cluster around $20M. Below this, dedicated A funds lead the majority of rounds. ~40% of priced A rounds land in the $20M+ bucket & this is where the megas come flooding, leading or co-leading more...
By Beezer Clarkson
Social•Nov 25, 2025
SaaStr AI VC Apps Reach 800K Uses in 60 Days
@bogdaniordache Probably not. Still, the flip side? Our SaaStr AI VC apps have already been used 800,000+ times in < 60 days https://t.co/XOGfNpEPiG
By Jason Lemkin
News•Nov 25, 2025
Sterling Investment Partners Closes Over $1.6 Billion in Fifth Fund
Sterling Investment Partners, a Greenwich, Conn.-based middle‑market private‑equity firm specializing in business services and distribution, closed its fifth institutional fund, Sterling Investment Partners V, L.P., with $1.6 billion of committed capital. The fund’s capital base was bolstered by a sizable co‑investment...
By FinSMEs
Social•Nov 25, 2025
40%+ Growth Is Rare; SaaS Growth Slows Significantly
I don't know who needs to hear this today... But if you're growing more than 40%... you're CRUSHING IT! I know we only hear about companies obliterating land and speed records, but the reality is most SaaS companies are lucky...
By CJ Gustafson
Social•Nov 24, 2025
AI Investment Drives Half of GDP Growth, Reversal Risks Recession
According to today’s WSJ, AI-related investment accounts for half of GDP growth. A reversal would risk recession. We can’t afford to go backwards.
By David Sacks
Blog•Nov 25, 2025
How to Do User Research without Users: The Synthetic User Guide. | The Truth About ChatGPT Enterprise Adoption.
Unicorns are back: what founders must understand right now & VC Jobs
By Sahil S
Social•Nov 25, 2025
Gym Teacher's Lesson Becomes VC's Problem‑Solving Fulcrum
A Venture Capitalist’s Ode to His Gym Teacher Michael Eisenberg There is an old adage that those who can’t do, teach. Those who can’t teach, teach gym. The adage has always troubled me. What more enlightened pursuit is there than education? So...
By Michael Eisenberg
Social•Nov 23, 2025
AI Boom Thrives, Business Models Still Uncertain
Everyone in AI feels the same tension right now, but this piece finally names it clearly. The tech is real. The progress is real. The spending is real. The business models aren’t. Not yet. This is the best breakdown I’ve...
By Hiten Shah
Podcast•Nov 25, 2025•47 min
PE10X - Lessons From $4.7B in Software Growth Equity with Maitlan Cramer, MD Bow River Capital
Maitlan Cramer, Managing Director at Bow River Capital, explains how their "Capital Plus" playbook scales B2B SaaS firms by taking majority-control positions and actively fixing broken processes rather than just providing capital. He stresses choosing a large, healthy market over...
By VC10X
News•Nov 25, 2025
Ulrik Zeuthen Joins Adalyon as CEO
Adalyon, the Finland‑Denmark AI‑driven speech‑biomarker startup that supports clinical drug development, announced the appointment of Ulrik Zeuthen as its new chief executive officer. Zeuthen brings a track record of leading digital transformation initiatives in the pharmaceutical sector, with expertise in...
By FinSMEs
Social•Nov 23, 2025
JAMF Deal Highlights SaaS Growth’s Brutal Reality
Francisco Partners announced this week they're taking JAMF private for $2.2 billion at $13.05 per share. The headlines trumpet a "50% premium" to recent trading prices. The press releases talk about "strategic flexibility" and "accelerating growth." But here's what the...
By Jason Lemkin
Social•Nov 25, 2025
Stay Resilient—Download the Latest Private Company Benchmarks
Keep on keeping on (and download the new private company benchmarks): https://t.co/TzlGYFvqPm
By CJ Gustafson
Blog•Nov 25, 2025
Private Equity : The New Distribution Channel for AI Startups
The post argues that private equity (PE) firms have become the primary distribution channel for AI startups, thanks to the rapid growth of PE‑owned companies—now outnumbering public firms 4:1 in the US. Because PE portfolios consist mainly of mid‑market firms...
By Tomasz Tunguz
Social•Nov 23, 2025
AI Music SaaS Hits $621K ARR, Profitable
This is the future of music right here. Live on @acquiredotcom: AI music creation SaaS that turns vocals and text into full songs with voice. > 3M+ users > $621K ARR > $559K TTM profit > 80% margins Bootstrapped and profitable. Full listing: https://t.co/Obvm9zKtc6 https://t.co/W1RRxUq9Oj
By Andrew Gazdecki
Social•Nov 25, 2025
Pre‑Christmas Podcast with Harry Stebbings and Rodricoll
Pre-Xmas pod with @HarryStebbings and @rodriscoll https://t.co/tEZBz0srjx
By Jason Lemkin
News•Nov 24, 2025
Huha Wear Raises $20M in Funding
Vancouver‑based women's intimate‑apparel brand Huha Wear announced a $20 million financing round led by District Ventures Capital, with participation from Export Development Canada. The capital will be deployed to accelerate product innovation and expand the company's market reach. Founded in 2019...
By FinSMEs
Social•Nov 22, 2025
Fresh, Focused AI Memory Beats Massive, Outdated Datasets
I know ‘memory’ is a big deal in AI — what I don’t know is how >much< of it you really need to have a great AI experience. The more I learn about how our own AI Agents work, the...
By Jason Lemkin
Social•Nov 25, 2025
Mega-Funds Dominate Rare $20M+ Seed Rounds
New data on Seed & Series A: how many deals are getting done & at what check size👇 Seed: ~90% of priced Seed rounds are $20M: Though just a tiny fraction of the mkt, 70% of priced Seed rounds include mega-fund lead...
By Beezer Clarkson
Podcast•Nov 24, 2025•1h
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
Epoch AI researchers discuss a data‑driven timeline for superintelligence, arguing that Anthropic could build the first gigawatt‑scale AI datacenter and that breakthroughs like solving the Riemann hypothesis may arrive within five years. They challenge the notion of "energy bottlenecks," framing...
By a16z Podcast
Social•Nov 25, 2025
Humanoid Chore Bots Under $1000 Launch
.@PiggyRobotics is building mass-producible humanoid robots that can do your chores at iPhone prices. They're full-size and complete with custom muscles, valves, and pumps for less than $1000. Congrats on the launch, @RichardGong17 & @Chenny_Deng33! https://t.co/dTIOKW2u1B https://t.co/8jrZsOZa4r
By YCombinator
Social•Nov 24, 2025
80% of Founders Fail First Due Diligence, Investors Overlook It
An astounding 80% of founders fail due diligence the first time they go through the process… and many investors aren’t doing ANY confirmatory due diligence at all. On TWiST, we’re chatting with Collin Sebastian of En Vérité about the shocking...
By Jason Calacanis
Podcast•Nov 24, 2025•1h 12m
She Sold Her Startup for $500 Million, Here’s Her Next Idea
In this episode, Brynn Putnam discusses how her personal frustration with screen‑driven family disconnection inspired Board, a face‑to‑face gaming console designed to reunite families, and reflects on her previous ventures like Mirror that also emerged from personal needs. She emphasizes...
By Grit (Kleiner Perkins)
Social•Nov 24, 2025
Pivot Fast: Listen, Adapt, and Find Your Market
Sometimes founders can’t necessarily predict who will embrace their product… that’s why it’s so important to stay flexible and open-minded! On TWiST, Alex and I are chatting with Francisco Cornejo of Familify, maker of the well-reviewed storytelling app Storybook app....
By Jason Calacanis
Social•Nov 24, 2025
One Week Left: Apply for Impactful Graduate Internship
One week left to apply to our graduate internship program! I love working with our interns and they get to work on projects that directly impact the direction of our firm! https://lnkd.in/g6A7_phA
By Charles Hudson
News•Nov 24, 2025
Hippocratic AI Expands Leadership Team
Palo Alto‑based Hippocratic AI, which builds generative AI agents for the healthcare sector, announced a major expansion of its executive team, adding seasoned veterans to oversee product, engineering, and commercial functions. The hires come shortly after the company closed a...
By FinSMEs
Social•Nov 24, 2025
Investment Banks Connect Non‑hub Founders to Buyers
Who you know matters. If you own a software company that isn't headquartered in a city known for being a tech hub, one of the greatest benefits of hiring an investment bank is access to buyers. #founders #pathtoexit
By Michael Lyon
Social•Nov 24, 2025
Celebrating a Near‑Miss Investment in Interface’s Vision
Congrats to Thomas Lee Young , Aaryan Mehta , and the whole Interface team on today's announcement! This is an investment that almost didn't happen - thankfully, a friend nudged me to meet with them before the round closed. I've...
By Charles Hudson
Podcast•Nov 24, 2025•1h 11m
20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why It Is BS that Vibe...
Maor Shlomo, founder of Base44, argues that AI‑driven "vibe coding" platforms will disrupt traditional SaaS and CRM tools like Salesforce by offering faster, low‑code development with superior user experience. He challenges the notion that these platforms lack defensibility or margins,...
By The Twenty Minute VC (20VC)
Social•Nov 24, 2025
Forge Slowly, Thrive as AI Automates Speed
“Move Fast and Break Things” vs “Move Slow and Forge Things” “Move fast and break things” was a something we invented at Facebook to get a bunch of entitled Ivy League kids to grind for us. It worked. Then, all of...
By Chamath Palihapitiya
Social•Nov 24, 2025
Allocate 10% to a 30x Winner for 3x Fund
How do you create a 3x venture fund? For a smaller fund, in theory there are many ways, but most likely is: 1️⃣ Put 10% of your fund into your very best investment 2️⃣ It does 30x = 3x the whole...
By Jason Lemkin
Social•Nov 24, 2025
Base44 Lets Anyone Build Products, Outpacing Cursor
5. How Does Base44 Beat Cursor in the End? I started Base44 for non-technical people: no API keys, no Supabase links… As models improve, even developers care less about editing files or seeing code. When you can build whole products inside Base44, most...
By Harry Stebbings
Social•Nov 24, 2025
Success No Longer Dependent on Silicon Valley Location
6. Why Base44 Is Helped & Not Hurt by Not Being in Silicon Valley Silicon Valley is no longer mandatory for building important companies or accessing opportunity. The war on talent is tough in Silicon Valley: If you don’t have deep pockets,...
By Harry Stebbings
Social•Nov 24, 2025
Outdated Travel Policies Force Meetings Away From Tel Aviv
As I mentioned, we had to do our LP meeting in London because many firms' travel policies have not been updated to show how safe Tel Aviv is and we always want to see our partners in person. We appreciate...
By Michael Eisenberg
Social•Nov 24, 2025
Sharing Select Slides: Israel vs UK Insights Unveiled
Every year, at our annual meeting with our LPs, I do a State of the Union. It is pretty wide ranging. It covers Geopolitics, VC, Investment Themes, Opportunities, State of Aleph and more. For years I have debated whether to share...
By Michael Eisenberg
Social•Nov 24, 2025
AI Lowers Founder Bar, Sparks Career Reinvention
Aileen Lee 's in conversation with Reid Hoffman , Stacy Brown-Philpot , & Van Jones sharing prescient thoughts on how this AI revolution has lowered the bar for founder entry and career re-imagination. #MastersofScale
By Tina Sharkey
Social•Nov 24, 2025
High‑Profit 3M‑User Portfolio Hits $1M Revenue
An amazing portfolios of apps just landed on @acquiredotcom > $1M TTM revenue > $595K TTM profit > 2.95M monthly active users Lean team, diversified revenue mix, and strong recurring base. Love rare portfolio listings like this: Check more here: https://t.co/iqotQkQkUE https://t.co/aAtqSU3dIs
By Andrew Gazdecki
Social•Nov 24, 2025
Cofounder Breakups Kill Startups More than PMF
Startups die from cofounder breakups/tensions more often than not finding product market fit. We just blame PMF because "irreconcilable differences" sounds too much like divorce court jargon.
By Niko Bonatsos
Social•Nov 24, 2025
Microbiome Model Predicts Drug Response, Boosts Efficacy
Anto (@anto_f25) is building a foundation model for microbial communities that predicts how drugs work across diverse populations. By uncovering how the microbiome drives drug response and failure, they're optimizing molecules for broader efficacy and reduced toxicity. https://t.co/WkL4bmIahO
By YCombinator
Social•Nov 25, 2025
AI Video Agents Halve Downtime, Boost Resolution Speed
Congrats to Cerrion on their $18M Series A! Factory downtime costs manufacturers $1.4T annually (up 319% since 2019). Cerrion's AI video agents monitor production lines in real time, detecting quality issues, safety risks, and process deviations—then intervene automatically. Manufacturers like Unilever and...
By YCombinator
Social•Nov 24, 2025
Model Prices Expected Near Zero, Margins Become Irrelevant
" The margins are the least thing that I'm worried about. We're taking into consideration that the prices of models will go down to zero." @MS_BASE44 How do you think about model costs over time? Right to assume close to zero? @destraynor...
By Harry Stebbings
Social•Nov 24, 2025
Spotlight on USV’s Star Entrepreneur and Portfolio Success
Great read about a fantastic entrepreneur and @usv portfolio company (also featuring @BradUSV)
By Albert Wenger
Social•Nov 24, 2025
Tiny Carry, Massive Payout: VC Economics Explained
That new VC partner on your board? They might have say 5% carry in the fund Let's say you sell for an incredible $500,000,000 after 10 years. WOW! And the fund owns 15% The new partner then makes ... $750,000 $500m x 15% x...
By Jason Lemkin
Social•Nov 24, 2025
Key Investable Themes Highlighted in Slide
This is a slide I showed last year as well. These are investable themes. /2 https://t.co/Ahu2RPdjuo
By Michael Eisenberg
Social•Nov 24, 2025
What It Takes for OpenAI to Reach $500B
A spicy thought experiment: What would OpenAI have to do to hit $500 billion in annual revenue within the next five years? https://t.co/jxxTIIIqgC https://t.co/blAVz6cHUP
By CJ Gustafson
News•Nov 25, 2025
Paxos Acquires Fordefi
Paxos, the New York‑based regulated blockchain infrastructure provider, announced the acquisition of Fordefi, an institutional‑grade custody and wallet technology firm also based in New York. While the purchase price was not disclosed, the deal merges Paxos’ licensed, qualified‑custody capabilities with...
By FinSMEs
Social•Nov 25, 2025
Custom Vibe Coding Threatens SaaS Dominance
Vibe Coding Will Kill SaaS: " In a year or two; you'll get to a place where a lot of the current organizational tools that companies are using, you could build your own version. It would make so much more sense to you...
By Harry Stebbings
Social•Nov 25, 2025
Growth Slows: Even $50M+ Firms Hit 17%
We’re seeing a structural reset: growth is simply harder now. Even $50M+ companies are growing at 17%, and public SaaS is stuck at 13%.
By CJ Gustafson
Social•Nov 25, 2025
Why SaaS Revenue Matters to VCs, Even If Overrated
As a founder, I used to think that SaaS revenue was overrated. Why did VCs care so much about that? Especially when it didn't make sense per the business More >>
By Elizabeth Yin
Social•Nov 22, 2025
AI Startups Must Master Unit Economics to Survive
🔥 AI startups are burning cash faster than you think. You see Series A AI companies burning $500K/month on GPUs while showing zero profit margins. More users = more GPU usage = bigger losses. But the survivors won't have the...
By Elizabeth Yin