Social•Dec 1, 2025
Henry Kravis Shares Secrets to Building a $100B Firm
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 by @stripe https://t.co/0eMLkvftFf
By Elad Gil
Social•Dec 1, 2025
Getting Ready for Massive Live Podcast at SaaStr AI London
Prepping for massive live pod with @HarryStebbings @rodriscoll and me tomorrow at SaaStr AI LDN!! https://t.co/GrNgLU8TVB
By Jason Lemkin
Social•Dec 1, 2025
AI Sets New Fundraising Bar; VC Returns Evolve
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...
By Charles Hudson
Social•Dec 1, 2025
Conventional Wisdom Is Frequently Mistaken
Conventional wisdom turns out to be often wrong . . .
By Ben Horowitz
Social•Dec 1, 2025
Own the AI Narrative or Lose Market Leadership
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...
By Angela Strange
Social•Dec 1, 2025
When Founders Chase Imaginary Problems
Founders solving problems that doesn't exist: https://t.co/t3JMsUJYDs
By Andrew Gazdecki
Social•Dec 1, 2025
AI Boom Spurs High-Paying Data Center Jobs
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...
By Reid Hoffman
Social•Dec 1, 2025
AI-Driven Custom Apps Will Eclipse Traditional SaaS
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...
By Harry Stebbings
Social•Dec 1, 2025
AI's Ripple Effects: Energy Ambition Can Boost Jobs
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
By Reid Hoffman
Social•Dec 1, 2025
Data Labeling Market Faces Revenue Concentration and Synthetic Threat
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...
By Harry Stebbings
Social•Dec 1, 2025
Airstreet Backs Europe's Breakthrough Visual AI Startup Flux
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...
By Nathan Benaich
Social•Dec 1, 2025
Prioritize Distribution Before Perfecting Your Product
Focus your startup on distribution 1st then build the best product 2nd.
By Andrew Gazdecki
Social•Dec 1, 2025
Venture Valuations Are Speculative Bets on Future Worth
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.
By Jason Lemkin
Social•Nov 30, 2025
Fund Startup Ops with Bond Interest, Not Dilution
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...
By Paul Graham
Social•Nov 30, 2025
Hobby‑Driven F1 Gaming SaaS Hits $33K ARR
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
By Andrew Gazdecki
Social•Nov 30, 2025
Last Ten Seats for Angel Investors at SF Dim Sum
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!
By Jason Calacanis
Social•Nov 30, 2025
Swiss Voters Reject Initiative, Boosting Tech‑AI Appeal
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...
By Nathan Benaich
Social•Nov 30, 2025
Scaling to $100M Is Getting Dramatically Faster
The pace from $1m to $100m keeps accelerating. Proud to be a supporting investor (and very early customer) at @saastrfund
By Jason Lemkin
Social•Nov 30, 2025
Fundraising Slumps No Longer Mean Failure
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.
By Paul Graham
Social•Nov 30, 2025
Investors Overlook That This Work Already Feels Automated
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...
By Paul Graham
Social•Nov 29, 2025
Compressing Data for LLMs Equals Understanding and Innovation
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.
By Paul Graham
Social•Nov 29, 2025
Startup Founders Trace Multi‑generational Tech Company Lineage
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?
By Paul Graham
Social•Nov 29, 2025
Lux Capital Revives Vintage Tech with Luxury‑Style Ads
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...
By Josh Wolfe
Social•Nov 29, 2025
Start Small, Focus on Core Questions, Avoid Overreach
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...
By Jason Fried
Social•Nov 29, 2025
AI Voiceover App Delivers 90% Margins, $250K Revenue
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
By Andrew Gazdecki
Social•Nov 29, 2025
Profit Without Growth Halves PagerDuty’s Valuation
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...
By Jason Lemkin
Social•Nov 29, 2025
Support Kara Nortman's Next Big Venture
Go Kara Nortman https://lnkd.in/gpy3arfQ
By Hunter Walk
Social•Nov 29, 2025
Penang Emerges as Supply‑Chain Resiliency Hub
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...
By Jenny Lee
Social•Nov 29, 2025
Both Founders and Investors Envy Each Other's Roles
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.
By Elizabeth Yin
Social•Nov 28, 2025
Efficient Operations Teams Are the Hidden Winners
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.
By Elizabeth Yin
Social•Nov 28, 2025
That Look When European Seed Funds Lose a Term Sheet
The face every European seed fund sees before they lose the term sheet 🤣 https://t.co/luEqQH95ly
By Harry Stebbings
Social•Nov 28, 2025
Founders Must Remain Hands‑On After Hiring First VP
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...
By Jason Lemkin
Social•Nov 28, 2025
Debt Joins AI Funding, Raising Bubble Risk
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...
By Josh Wolfe
Social•Nov 28, 2025
Seeking Your Top Picks for 2026 Founder Event Locations
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?
By Elizabeth Yin
Social•Nov 28, 2025
Repeatable Vertical SaaS Exits: Build, Sell, Repeat
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....
By Andrew Gazdecki
Social•Nov 27, 2025
AI Multiplies Startup Productivity, Saving Ten Hires
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...
By Paul Graham
Social•Nov 27, 2025
Use Thanksgiving Break to Plan 2026, Not Fundraise
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...
By Elizabeth Yin
Social•Nov 27, 2025
Over 1,000 Employees Earn $1M+ From Equity
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...
By Hunter Walk
Social•Nov 27, 2025
AI Funding Frenzy: Anthropic, NVIDIA, and $10B Valuations
The only podcast you have to listen to every week. No politics. Just tech. - Anthropic Raises $30BN from Microsoft and NVIDIA - NVIDIA Core Business Threatened by TPU - Sam Altman's "War Mode" Analysed - Sierra Hits $100M ARR: Justifies $10BN Price? Spotify 👉 https://t.co/6JKLLkgQVA Youtube...
By Harry Stebbings
Social•Nov 27, 2025
Solve the Problem only You Can, Not Any Problem
Figuring out the problem that *you* are uniquely the person to solve as a founder is a big part of the battle in finding product-market fit. Don't force picking a problem to solve just because you want to start a...
By Elizabeth Yin
Social•Nov 26, 2025
AI Boosts Student Engagement While Freeing Teachers for Personalized Support
Can AI actually help kids learn, or is it just good at giving them the answers? When we think of using AI for education, many people get visions of young people lazily using ChatGPT to do their homework or write...
By Jason Calacanis
Social•Nov 26, 2025
Arriving in Startup Hub, Ready to Invest
Just landed in the most powerful startup city on earth. Eager to make some new investments! https://t.co/IoVBJ2W8J2
By Niko Bonatsos
Social•Nov 26, 2025
Profitable 10‑Year DTC Swimwear Brand Hits Market
You don't see DTC startups like this up for sale often! Shopify DTC swimwear brand built over 10 years on @acquiredotcom. > $1.21M TTM revenue > $179K TTM profit > 120K+ social following > 46K+ customers Full listing: https://t.co/O02iOV89uE https://t.co/fUU6KzOgcv
By Andrew Gazdecki
Social•Nov 26, 2025
Tech's a Commodity; Win with Distribution, Brand, Experience
Unless you are absolutely on the bleeding edge, technology for many startups is largely a commodity now. It is so important to differentiate on distribution, brand, and customer experience.
By Elizabeth Yin
Social•Nov 26, 2025
Adapt or Risk Obsolescence in AI-Driven Sales
AI may not take your job in sales like it has take so many jobs in support already. But if you’re not at least a little worried it will, I think your career is at serious risk. We will still...
By Jason Lemkin
Social•Nov 26, 2025
Build the Right Team DNA Early for Success
The team you build is the company you build, so getting the DNA right early on is critical. I wrote a three part series on how to get it right. Here’s Part 1. Parts 2 & 3 are exclusive for KV...
By Vinod Khosla
Social•Nov 26, 2025
Skip the Fluff—Just Build a Prototype and Relocate
You don’t need a notable cofounder. You don’t need a warm intro. You don’t need a perfect pitch deck. You need a prototype that works and a one-way ticket to SF. Everything else is noise :). Happy Thanksgiving!
By Niko Bonatsos
Social•Nov 26, 2025
Avoid 50/50 Cap Table Deadlocks: They're Dangerous
From a lot of experience with lots of founding teams: 50/50 deadlock cap tables are considered harmful
By Garry Tan