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The episode examines three core themes: the productivity paradox of AI coding assistants, which often slow developers despite a perceived speed boost and introduce security risks; the concentrated nature of AI venture funding, where massive capital flows into a few foundational model and infrastructure players, leaving application-layer startups to compete on differentiation; and the continued dominance of the US VC ecosystem, highlighted by rapid growth in new US cities and global shifts like Saudi Arabia's surge in growth. Key takeaways advise founders to use AI tools as scaffolding rather than a silver bullet, focus on solid engineering practices, and consider the competitive funding landscape when positioning their startups. The host, Sahil R., leverages industry research and recent reports to provide actionable insights for founders navigating AI product development and fundraising.
At Field Ventures, we invest in vertical software businesses that modernize antiquated industries. Today, we're witnessing one of the most compelling opportunities in healthcare technology: revenue cycle management (RCM). With over $280 billion flowing through the U.S. healthcare billing system...
new on the press: unveiling @airstreet's investment in the leading frontier ai company for visual intelligence, @bfl_ml from the black forest 🌲 @robrombach @andi_blatt and their team have shipped the world's most popular image generation and editing models, FLUX - and...
In this episode, Russ Fradin and a16z General Partner Alex Rampell argue that the $700 billion AI productivity gap stems from a lack of robust measurement infrastructure, similar to what drove the internet ad boom. They explain how companies struggle to...
If you don’t own the AI narrative in your industry, someone else will—fast. It's not enough to just quietly do the work. Now, more than ever -- it's important to also win the narrative. Founders still consistently...
The GOATs of B2B: The Founders That Delivered The Biggest IPO Returns of All How founder CEOs created generational wealth for investors who believed in their vision While Wall Street debates the next big IPO, some B2B software founders have...
In this episode, co‑founder and President Michelle Zatlyn discusses Cloudflare’s long‑term vision for securing the internet and supporting creators in an AI‑driven landscape. She highlights how the company balances rapid growth with staying close to customer realities, and outlines strategies...
SaaS is Over: " SaaS apps were built at a time when software was relatively hard to build. Now many of these AI applications are easy to build on top of these LLMs. Most companies will start building custom software super easily." @jonsidd Love...
Prepping for massive live pod with @HarryStebbings @rodriscoll and me tomorrow at SaaStr AI LDN!! https://t.co/GrNgLU8TVB
The episode dissects Europe’s tech climate, covering policy moves like EU child‑social‑media bans and UK startup‑friendly budget reforms, while highlighting regulatory friction exemplified by N26’s German battles and VAT compliance woes. Robin Haak provides insider perspective on Germany’s macro challenges—energy...
We had our annual general meeting right before Thanksgiving, and every year I share some of what we covered. Last year, I shared a post about three potential states of the venture capital world, as I felt we were in...
Focus your startup on distribution 1st then build the best product 2nd.
In this 20VC newsletter episode, Harry Stebbings interviews Base44 founder Maor Shlomo, who argues that traditional SaaS will fade as "vibe coding" enables companies to own their tools and data, and highlights Google as the real competitive threat while emphasizing...
Announcing another @usv robotics investment!
Love seeing founders turn their hobbies into profitable businesses. Live on @acquiredotcom: F1 gaming performance tracker SaaS. > $33K ARR > $26K TTM profit > 15% growth Full listing: https://t.co/k4yxWJv4Lx https://t.co/DaibGHHotW
In this episode Martin Scherrer of Redstone VC explains how corporate venture arms can exit their investments through secondary sales or managed runoff without eroding value or relationships. He highlights the importance of treating CVCs as true portfolio managers—using proper...
Fireside w me & Henry Kravis of @KKR_Co and a legend in alternative asset management / PE 🔥 -Starting KKR -What to look for in people you hire -Transforming businesses -Building a $100B public company -Who he would have dinner with if could chose anyone? Hosted...
Very smart to have squashed this Switzerland is in a great spot for tech + AI cycle and will probably attract more talent! “More than 80 per cent rejected the initiative, with about 42 per cent of the population participating by...
Conventional wisdom turns out to be often wrong . . .
Founders solving problems that doesn't exist: https://t.co/t3JMsUJYDs
PagerDuty has fallen to $1.1 Billion market cap … at $500m ARR 2.1x ARR It’s profitable now, but it isn’t growing anymore. Revenue growth has slowed to 4% and new customer count is net 0. The markets reward growth. Efficient growth...
In the coming months and years, there will be more conversations about what the American workforce looks like in the age of AI. Instead of asking whether AI will eliminate ALL our jobs, we should be thinking about how to...
Most venture valuations aren’t real — per se They are bets They are bets you will be worth a lot, lot, lot more. Not tomorrow. But fairly quickly.
90% margins on this app! AI text-to-speech app for generating voiceovers in seconds. > $250K TTM revenue > $180K TTM profit > 100% YoY growth Live on @acquiredotcom: https://t.co/HtzQVs42uS https://t.co/in7czbVTl1
Stuart Faught has sold 18 startups (yes seriously) on @acquiredotcom totaling millions in closed acquisitions. Here's how he makes that happen: https://t.co/cLIHwCEGgj
hosting dim sum in SF on Friday for 150 investors and my latest 10 investments... have ten seats left for active angel/seed investors. please email your angellist/linkedin profile to demoday@launch.co to apply for one going to be amazing networking!
The biggest mistake you can make as a founder when you hire your first VP of Sales is stepping out of sales I see this again, and again It only works with the very best VPs of Sales Every other first VP of...
The pace from $1m to $100m keeps accelerating. Proud to be a supporting investor (and very early customer) at @saastrfund
I met with a startup in the current batch who seemed demoralized because fundraising was going badly. Later I learned they'd already raised a million dollars. Fundraising going badly is not what it used to be.
Stuart Faught has been acquired 18 times on @acquiredotcom. No plans to build a unicorn. Just trying to escape a corporate job that felt like Office Space. One tiny product at a time. Dentists. Orthodontists. HVAC. Med spas. Home care. Build vertical SaaS....
Instead of getting carried away, it's nice to be carried back instead. What's the essence of this? What's the core? Where's the epicenter? Have we slipped away from that? Good questions to ask when making the first version of anything. If...
Amidst doomerism, it's essential to consider the second-order effects of AI. Ex: Data center investment has been massively positive for blue-collar workers. If we matched that level of ambition in domestic energy (necessary), we’d unlock similar gains across the workforce. https://t.co/QhksSGZs04
Go Kara Nortman https://lnkd.in/gpy3arfQ
Honored to be part of history-in-making as I see Penang and its startups and founders emerging as a region to watch. Supply chain resiliency is a key top of mind consideration for governments and companies. Besides being faster, better, (more...
I talked to a startup yesterday that had been forced to compress certain information to fit it into an LLM context window. But compression is understanding, and in the compressed form the information could be used for other, new things.
I met a startup today whose founders had previously worked at Coinbase and Scale. And Brian Armstrong of Coinbase had himself worked at Airbnb. I bet 3 "generations" is not the record though. Anyone know of a longer chain?
1/ Introducing (in this 🧵 thread below) Lux Capital’s new luxury vintage technologies… (inspired by WSJ magazine fashion ads which ALL have the SAME algorithmic layout: 1 page has model modeling new luxury jewelry or watch; adjacent page has item by...
I talked to a startup today that had been forced to take so much from investors and whose expenses were so low that they could put the money in bonds and fund their operations off the interest. I told them...
The grass is always greener on the other side of the fence. I know so many founders who wish they were investors, and so many investors who wish they were founders again.
In the international M&A/private equity markets, US buyers/investors tend to be the most aggressive in terms of valuation (specifically for software & internet companies). The primary reason is that TAM in the US represents a much larger opportunity compared to...
Data labelling is a fricking hard market and there are some core questions. 1. Why does no player want to be called a talent marketplace? 2. Is the proclaimed “revenue” real revenue or GMV? 3. What are the margins given the GMV structure...
Every major shift in consumer tech has a moment when it suddenly becomes accessible to millions. Michael Mignano (@mignano) helped spark one of those moments with Anchor, making podcast creation something anyone could do with a tap. Now at Lightspeed,...
I was talking recently to a startup using AI to take over a certain kind of work. Apparently investors are skeptical that AI could do it. I told them they should point out that most of this work already seems...
I think operations is one of the areas and startups that people talk the least about. But the most efficient teams are the ones that end up winning.
The face every European seed fund sees before they lose the term sheet 🤣 https://t.co/luEqQH95ly
1/ AI has been amazing for all of us mostly EQUITY financed by risk-taking VC + growth equity + tech giants until now DEBT has entered the party (Which @andrewrsorkin in "1929" has shown is often the match 🔥that ignites bubbles📈 + eventually brings...
In 2026, we will be doubling down on our events. Where is a location that you think we should bring one of our founder events to?
Although in most cases, I would not recommend to my founders to fundraise between U.S. Thanksgiving and the year end, it is a really good time to reflect and think about 2026 plans. It's also a great time to plan...
THIS is what startup success looks like - when the team wins too "According to Stewart Butterfield and Allen, 700 employees made $1M or more from their equity. This number would eventually climb to over 1000 people by 2021 as...
I talked to a startup that's not a software company but uses AI quite a lot. They currently have 6 employees. I asked how many more people they'd need to hire if they didn't use AI, and they said about...
