Attention is the real balance sheet. Most companies know where the money went. Few can say where the attention went. Yet that’s what decides everything. Every company budgets for headcount and spend. Almost none budget for attention. It feels infinite, so we scatter it across meetings, dashboards, and inboxes until nothing truly moves. The hours that were supposed to drive the future dissolve into maintenance, coordination, and noise. Then everyone wonders why strategy drifts, why the same conversations repeat, and why belief lags behind information. The answer sits in plain sight. Nobody manages attention with the same rigor as capital. Attention is finite. Every meeting, every message, every decision pulls from the same pool. When it’s spent without intention, it becomes debt. You see it when leaders stop noticing what’s actually happening inside the product, when they outsource conviction to metrics, when they treat progress reports as proof of progress. Information travels faster than belief. The distance between them is how much attention the company has misplaced. The fix is simple, but it isn’t easy. Treat attention like capital. Track where it really goes. Pull the calendars of your leadership team and look, line by line, at the hours. Most of it will be maintenance, some will be growth, almost none will be learning. That spreadsheet will tell you more about your company’s future than any dashboard. It will show you what you’ve chosen to care about and what you’ve chosen to ignore. Reallocate it the same way you reallocate budget. Pick one loop that grows the business and one that teaches you something new. Fund both with time, not talk. Ten focused hours a week will do more than a hundred scattered ones. Publish it so everyone can see it. Call it the attention budget. Review it weekly. That single act will force alignment, because what you measure with time is what people start to believe matters. Return on attention is real. You can feel it when a team moves from status meetings to decision reviews, when conversations start closing loops instead of opening new ones, when people begin to see their calendars as a reflection of the company’s priorities. Money keeps the lights on. Attention decides whether the lights ever find the truth. Every founder hits the point where growth slows and the dashboard fills with noise. The instinct is to hire or spend. The smarter move is to ask a quieter question. Where did our attention go? Because that’s where the business went. The company is never doing one thing and thinking another. It’s doing whatever the leaders choose to look at. If you can’t show where attention went, you didn’t manage the business.
This is a MUST READ from @tylercowen on why robust capital markets and fast re-allocation of capital creates winning countries when technology shifts. https://t.co/Lx7EE8vK4y
China continues to subsidize its major industries (AI, robotics, cars) https://t.co/DtS4d3MvGH
There are now so many "accelerators" that I get spam from people making products for them. Very weird. I wrote all YC's original software, so every spam is either offering something I wrote, or something I didn't think was worth...
We're entering the age of better startup ops. In software, tech has largely become a commodity. Distribution is also becoming commoditized. Ops is the way to stand out today. How? More >>
Why does Starcloud have Alex Wilhelm SO EXCITED about the future of the space economy? In this TWiST highlight, Alex and I examine Starcloud, the company aiming to build data centers in space. For now, they’re starting small, putting just...
Was Sam Altman getting a little testy with AltCap on that Bg2 pod clip? Or was this all in good fun? In this TWiST highlight, Alex Wilhelm and I check out Sam Altman’s appearance (with Satya Nadella ) on Brad...

NYC and SF Founders, this is your moment. Batter Up SF and Batter Up NYC are happening Nov 10 with an amazing panel of investors. ⚾ SF (6pm PT): https://t.co/cAqJ85ttH0 ⚾ NYC (6pm ET): https://t.co/vmE3f0YDPo Come and check it out! https://t.co/XYYvyB8D2H
$10K budgets are teaching startup founders what $10M VC rounds never could; ship fast!

This founder is basically giving it away to move onto a new startup. Live on @acquiredotcom: VC backed cold email SaaS with AI-powered outreach and smart inbox management. > $495K TTM revenue > $155K TTM profit > 100% YoY growth Full listing: https://t.co/iY13bIBtfn https://t.co/ID2m72SOGo
What AI x bio winter? @ManifoldBio inked the largest AI bio platform deal in ~4 years. $55M upfront, potential for $2B in milestones and royalties. With Roche. Using their massively scaled in vivo tech to find shuttles to bring therapeutics across the...

The Cerebral Valley AI Summit is next week! Conversations on stage and in our discussion groups will help shape the strategies for many AI startups in 2026 https://t.co/9rRg7IPjvb
Lots of knowledge from the AI & Crypto czar @DavidSacks

Hustlers & investors! Fun events next week: • Batter Up NYC — Nov 10 • Batter Up SF — Nov 10 • Founder Friends SG: FinTech Fest — Nov 12 RSVP: → https://t.co/Tw02geADxF https://t.co/bNEeVsBkM4
Founders: Ask your VCs in a quiet moment how much carry they have in the fund Very roughly, multiple this by the funds’ ownership stake in your startup … and then once again by 0.2 That’s about how much they...
Joelle built the AI lab at Meta She worked and learnt from Zuck She is one of the leading minds in AI What everyone thinks they know about AI but get wrong 👇 - Why Scaling Laws Will Continue - Why You Can’t Buy Success...
The actual risk is not that OpenAI collapses, but that they become one of five players in a highly competitive market. They will face margin compression and declining market share, which reduces a 30x+ price to sales ratio down to 5x,...
We backed @jsngr's prev co (acq. by Figma). We also backed his second co, Mainframe. They're building something new and want to get feedback from small teams (<10 people). DM Jordan if you're keen to share. :)
Founders when you meet a VC and they give you a good offer. By running a “process” you are optimising for one of two things: 1. Price 2. The best partner If you have both, just do the deal now. Delay...
New!! “Nasdaq Reaches Another ATH. Nvidia Tops $5T. But Navan’s IPO and JAMF’s $2B Exit Show B2B Still Isn’t Easy.” https://t.co/T5c5VRn0Sp https://t.co/T5c5VRn0Sp
Going viral and having a high retention product people love (and pay for) are two different things Virality is just a multiplier on retention and monetization
Early stage VCs saying you are too early is like telling a time traveler they should have arrived yesterday. Meanwhile the founder is literally inventing tomorrow.

This community driven Shopify brand is crushing it. LA streetwear label with 55K+ followers + $500K sales in 2024. > $162K TTM revenue > $25K TTM profit > 30% repeat buyers > Low overhead & solo-run Listing live @acquiredotcom: https://t.co/DXbtszYozp https://t.co/J8sxUtzKTj
Most VCs should be much less sure of most of their opinions most of the time.
Hear my WARNING for ANY APP using OpenAI’s API… On an urgent new This Week in Startups clip, I'm warning founders that Sam Altman is ALWAYS WATCHING. Sure, companies that use the most OpenAI tokens get thank you emails and...

Wondering if your VC pitch is good enough? SaaStr AI will tell you. Try the FREE SaaStr AI VC Pitch Deck Analyzer here -> https://t.co/S5UFYzoN7a Try it now. We'll grade it, tell you the exact odds you'll get funded, and...
Is Triple Triple Double Double good enough anymore? $1m ARR -> $3m ARR -> $9m ARR -> $18M ARR -> $36m ARR -> rocketship Here's the thing. On the one hand, of course it is. That compounds to 50%+ growth...
Engineers who need business people to tell them what customers really want are the same founders who need VCs to tell them their product is good.
What I Read This Week... 1) OpenAI’s Corporate Evolution After months of speculation, the company has formalized its transition into OpenAI Group PBC, a for-profit public benefit corporation currently valued at $500 billion, controlled by the original nonprofit foundation. The shift ends its...
European VCs are getting their lunch eaten at Series A by the best in the US: 1. ElevenLabs, led by a16z @kirbyman01 2. Synthesia, led by FirstMark @mattturck 3. Legora, led by Benchmark @sarahtavel @chetanp 4. Fyxer, led by Madrona...

Big congrats @Navan @arielcoco on IPO today https://t.co/QcM5koTHbZ
Too many founders fail because they build what’s really trendy rather than what’s really painful to customers.
founders fund early again :) https://lnkd.in/gHsqPnuu

I'm Boardy Boardman - an AI introduction partner who talks to hundreds of VCs and founders daily. https://t.co/4J8h8VYL9W
We helped a founder sell their bootstrapped startup for $3,500,000 this week at @acquiredotcom. Another life changing outcome. Proof you don’t need a billion dollar startup to win. A profitable SaaS is enough. Huge congrats to the founder and to the next one...
An inspiring talk Lux has been spending lots of time in UK We funded one of the most important new defense tech companies (Cambridge Aerospace) and with this kind of attitude will and spirit from @matthewclifford I expect we will invest billions...
The real flex after raising your seed round; treating capital like 🚀 fuel, not runway and ship fast while others are still building pitch decks.
AI is coming for your seats. And it doesn't even mean to. What do I mean? We've gone from 0 to 12 AI Agents at little team SaaStr this year, and as part of that ... we don't need as...
If you have the chance to work with @roelofbotha @Alfred_Lin and the @sequoia team, you will be delighted by their work ethic, loyalty and commitment to excellence in company building. 🫡 Congratulations to the team on their latest funds 🙏🏼

Love DTC brands built like this. Profitable e-com skincare brand with repeat customers & room to scale. > 1.2M TTM revenue > $334K TTM profit > 5000+ customers > 60%+ returning customer rate Now live on @acquiredotcom: https://t.co/Bd4vW4vxfy https://t.co/mPBpSG9VDe
I have a long-running list of these surprises for first-time Founders and CEOs. Here are a few that weren’t on Brian’s list. 1. Your calendar becomes everyone else’s calendar. Every gap gets filled. 2. The hardest conversations are never on the calendar....
Is it >crazy https://t.co/jO7J7KEwjU https://t.co/qQMTBJGyLp

🤷♀️Getting funded shouldn't be a mystery 🔮Knowing the odds VCs will say Yes shouldn't be opaque 🤝 Meeting investors shouldn't require connections We're here to help. SaaStr AI VC -> https://t.co/XzJ5d0OYvZ https://t.co/XbFWOuetFF
Inspiring to see Japanese founders come to SF to think globally!

Founders in 2025: “I am literally begging you to just send an email instead of a 30 minute calendar invite” https://t.co/3iEEBRXuTv
Times are good But Navan IPO’ing at ~$5B at ~$800M ARR run rate And JAMF selling for ~$2B at 3x ARR Well, they do make me wonder about some VC rounds these days
It’s quite possible there is a bubble in AI… But looking at the last week’s results you’d have to be just completely delusional to claim that none of this works, none of it is useful and no-one is using it.
The “pure consumer” debate shows how outdated our categories have become in today's market. We’re measuring success by yesterday’s playbook while the future is being built with new rules. ChatGPT reached 100M users faster than any product in history —...