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 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 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 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 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 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 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 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
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 21, 2025
VC Firm Publishes Complete Data on All Portfolio Startups
We're the most transparent in VC in history. So we're sharing full information on all the startups we've backed. Investment size, valuations, current revenues, everything. Including for startups still in stealth. https://t.co/fD3p3Tdaux
By Seth Bannon
Social•Dec 20, 2025
Agency, Not Tools, Drives Real Impact
Agency is the scarce resource. Tools are abundant. Information is cheap. Coordination is easy. None of that changes reality by itself. Agency does. Agency is deciding when there is no proof, acting when outcomes are unclear, and remaining accountable after the result shows...
By Hiten Shah
Social•Dec 20, 2025
Founders Fail When They Skip Understanding Market Needs
"Make something people want" sounds obvious, but not doing it is the most common mistake founders make. I explained why I made it in the essay where I coined the term. I didn't understand the market I was building for,...
By Paul Graham
Social•Dec 20, 2025
Competitor's Domain Grab Reveals Fear and Amateurism
A startup told me a highly-funded competitor bought the .com of their name. I told them this is good news in a way. It means the competitor is (a) amateurish and (b) afraid of them, both of which suggest the...
By Paul Graham
Social•Dec 19, 2025
Future AI Millionaires Earn Equity, Not Founders' Shares
The AI Wealth Machine is like nothing we have ever seen before. 🔎Nvidia has created ~27,000 millionaires. 78% of employees. Half worth $25M+. Jensen Huang: "I've created more billionaires on my management team than any CEO in the world." 💥OpenAI is catching...
By Jason Lemkin
Social•Dec 19, 2025
AI B2B Takes Off in 2026 After 2025 Foundations
We are literally >just< getting going in AI B2B. Really, most stuff didn’t even work before Claude 4 and the beginning of 2025. That’s why Lovable, Replit, Cursor, Gamma, etc. exploded. The models alone weren’t good enough — until early...
By Jason Lemkin
Social•Dec 19, 2025
SpaceX's $1.5T IPO: Who Will Fund It?
"The SpaceX IPO at $1.5 Trillion 1⃣Who will buy? 2⃣Could the valuation get walked back? 3⃣ Will the Big Vision justify it? 4⃣Could Google anchor the IPO for $10B+?" The latest with @rodriscoll @HarryStebbings + me https://t.co/YBJayKYQrp
By Jason Lemkin
Social•Dec 19, 2025
From CFO to Creator: Building Mostly Media
The tables have turned... my friend and fellow creator Paul Stansik at ParkerGale Capital interviewed me on my business. How did I go from CFO to guy who creates stuff online? And is it worth it? We cover the origins...
By CJ Gustafson
Social•Dec 19, 2025
Organize Diligence and Keep Competition to Prevent Retrades
One of the most frustrating things for a founder selling their business: A retrade. Retrading is when a buyer tries to renegotiate the terms of a transaction late in a process due to "new" information that arose during final diligence....
By Michael Lyon
Social•Dec 19, 2025
Unified AI Regulation Needed to Shield Small Startups
America doesn’t win by making every startup navigate 50+ regulatory regimes. Fragmented AI rules become a moat helping big tech only. A coherent federal framework is how you protect safety and keep US AI advancing. This EO is a meaningful...
By Garry Tan
Social•Dec 19, 2025
Founders' Decision Speed Limits Startup Growth, AI Highlights
Every startup eventually hits the same wall. The company can only move at the speed the founder is willing to make irreversible decisions. AI exposes this because everything else can move instantly.
By Hiten Shah
Social•Dec 19, 2025
Remove Mediocrity Quickly to Preserve High‑Performing Teams
A truly high performing team gets brought down by even one mediocre player The better the team, the faster you have to root the mediocre out
By Jason Lemkin
Social•Dec 19, 2025
VCs Rarely Publish “State Of” Reports Outside AI
Did any VC or LP write a "State Of" report on anything other than AI?
By Michael Eisenberg
Social•Dec 19, 2025
LLM Startup Boom Mirrors 2009 Mobile, 2003 Web
It’s the golden age for startups that turn latent LLM capability and intelligence into actual adoption Will be like working on mobile apps in 2009 or the web in 2003
By Garry Tan
Social•Dec 19, 2025
Beware: Classic Valuation Trick Still Misused
i've seen this too and it's the oldest trick in the valuation maxxer bad practice book
By Nathan Benaich
Social•Dec 19, 2025
Guard Your Focus: Turn It Into a Competitive Asset
Focus used to be a habit. Now it’s an asset that must be defended. AI constantly invites expansion. Founders who don’t guard focus end up running a portfolio instead of a company.
By Hiten Shah
Social•Dec 19, 2025
TikTok US Valued at $14B Amid Political Sale Push
The deal values TikTok U.S. at around $14 billion, a source confirmed to Axios. (ChatGPT says it’s really worth between $50 and $100B) Oracle, Silver Lake and Abu Dhabi-based MGX will collectively own 45% of the U.S. entity, which will...
By Chris Fralic
Social•Dec 18, 2025
AI-Native B2B Firms Surge, Seat‑based SaaS Lag
The Great B2B Bifurcation of 2025 Palantir +142%. HubSpot -51%. Despite the fact both businesses end the year pretty strong. Some patterns from the top 25 B2B / SaaS public companies: What's working: 🔼AI-native infrastructure (Palantir, Cloudflare, MongoDB) 🔼Mission-critical + high switching costs (CrowdStrike, Palo...
By Jason Lemkin
Social•Dec 18, 2025
2025 Portfolio Milestones Unveiled in Video Recap
Just sent a video-filled 2025 recap to our LPs. Here's a peek at a few slides highlighting portfolio cos and their milestones. https://t.co/VDqBus6eDe
By Ryan Hoover
Social•Dec 18, 2025
Top CROs Have Already Built 2026 Teams
The best CROs have mostly recruited the teams they need for 2026 already Half the job is recruiting
By Jason Lemkin
Social•Dec 18, 2025
Lux Funds Frontier; Others Waste on Quantum Hype
1000%. From my partner @Farshchi Lux funds the frontier but some people are funding really stupid shit including Quantum and Photonic compute (photonic interconnect and data relay makes good sense, not compute) nor data centers in space for terrestrial use
By Josh Wolfe
Social•Dec 18, 2025
Thiel’s Kind Dismissal Leads to SpaceX’s Biggest Bet
"Peter Thiel fired Elon Musk. Be -- he was kind about it. And he left Elon with all his economics (12% of PayPal). Be kind. He did what he had to do, but he was kind. And then Elon...
By Jason Lemkin
Social•Dec 18, 2025
Shopify Subscription App Generates Predictable $30K Monthly Profit
Recurring revenue is king. Live on @acquiredotcom: Shopify subscription app helping merchants turn one-time buyers into predictable monthly revenue. > $29K ARR > $32K TTM revenue > $30K TTM profit > 190 paying merchants Full listing: https://t.co/zCumfIm8mD https://t.co/wYOQ3FwbAz
By Andrew Gazdecki
Social•Dec 18, 2025
Product Strength Beats Capital as True Business Bludgeon
Capital is not a bludgeon The best product is the bludgeon
By Garry Tan
Social•Dec 18, 2025
Truth Social Merges with Billion‑dollar Fusion Startup TAE Technologies
Meanwhile in M&A, TRUTH SOCIAL (last 12 months $400M losses) is merging with TAE Technologies - a fusion power company - that has raised over $1B betting on a beam-driven field‑reversed configuration (FRC), where high-energy neutral particle beams sustain...
By Chris Fralic
Social•Dec 18, 2025
VCs Fuel Silicon Valley's Aggressive Startup Roll‑up Wave
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm https://t.co/isY66sgWKh
By Eric Newcomer
Social•Dec 18, 2025
LPs Concentrate, Co‑invest Rises; Small Funds Must Differentiate
ICYMI: Re-sharing Dan Gray's badass survey on the state of fundraising👇. He puts data behind how the current fundraising low wasn't just a "hard year" for smaller funds, but a structural shift in LPs changing behavior. Key takeaways from 48...
By Beezer Clarkson
Social•Dec 18, 2025
World Models Poised to Rival LLMs, General Intuition Leads
World models will be as important as LLM's. Next big market and General Intuition has the best data set for this...
By Vinod Khosla
Social•Dec 18, 2025
CFO Insights Signal Accelerating Finance Stack Growth
When the CFOs speak, I listen - gotta love real talk from the people actually building modern finance stacks. Here's a supercut from a year's worth of insights on Run the Numbers, with special shoutout to Brex . I expect...
By CJ Gustafson
Social•Dec 18, 2025
Scale Faster: Hire Leaders Better Than Yourself
How do founders that have never done it before scale to $10m, $100m, $1B in ARR? They hire people better than them This is the mistake most Stretch VPs make. They don’t hire folks better & later more experienced than...
By Jason Lemkin
Social•Dec 18, 2025
Trump Media's $6B Fusion Deal Signals Struggling Tech
Trump Media to Merge With Fusion Energy Firm in $6 Billion Deal. Technologies that cannot make it on their own partner with a Trump entity? Happened in critical minerals (MP materials / Vulcan), in batteries (50% in Mitra Chem for...
By Vinod Khosla
Social•Dec 18, 2025
Tech Titans, Mega Funding, and AI Disruption Weekly
The only podcast you have to listen to every week. No politics. Just tech. - Will SpaceX IPO for $1.5TRN - Will Cursor Kill Figma - Lightspeed Raises $9BN - OpenAI: Disney’s $1BN Investment & New CRO Spotify 👉 https://t.co/kSlARc4lQP Youtube 👉 https://t.co/GUg2n68etS Apple Podcasts 👉 https://t.co/osOaTumZQS My 6...
By Harry Stebbings
Social•Dec 18, 2025
Start Building Today for a 2026 Exit
2026 might feel far away but exits don’t happen overnight. Most founders who sell in 2026 start preparing now. Not because they’re desperate but because they want options. You don’t need to rush and you don’t need to sell tomorrow. Just build...
By Andrew Gazdecki
Social•Dec 18, 2025
Mercury CEO Immad Akhund Live for Startup Q&A
Immad Akhund @immad - CEO / co-founder of Mercury is live answering startup questions now. Ask yours in the comments here: https://t.co/EkZAmrfjOS
By Elizabeth Yin
Social•Dec 17, 2025
Patience Finds Buyer, Speed Closes Deal
He sold SwiftNet in 30 days on @acquiredotcom. After months of calls that went nowhere, Nikita Danilov finally met the right buyer. His secret? > Patience in finding the right buyer > Speed once aligned Don’t rush the process. But when it’s time, move...
By Andrew Gazdecki
Social•Dec 17, 2025
Private Cap Tables Are Riddled with Unnecessary Inefficiency
There’s soooo much inefficiency in private company cap tables. Sometimes it’s a feature but for most stakeholders it’s not.
By Ryan Hoover
Social•Dec 17, 2025
Seek Evidence, Not Consensus, to Shrink Startup Risk
Founders often wait for consensus when they should be waiting for evidence. Agreement feels safer, but it does not reduce risk. Evidence does. Risk shrinks fastest when opinions are forced to meet the real world.
By Hiten Shah