Social•Oct 30, 2025
VC Backs Breakthrough Computational Chemistry Platform Launch
If this isn’t what venture capital is for, then nothing is. Congrats to @GillVerd and @trevormccrt1 for working on a hard, interesting, and important problem. Computing revolution loading… I thought I had left Gibbs behind in college chemistry. Everything in its right place. https://t.co/qXGf9EPdAS
By Kanyi Maqubela
Social•Oct 30, 2025
Tech Weekly: Fund Raises, OpenAI Shakeup, VC Insights
The only podcast you have to listen to every week. No politics. Just tech. - a16z Raises $10BN in New Funds - Mercor Raises $350M at $10BN - OpenAI Restructuring: Who Wins & Who Loses - Why IRR is a BS Metric - 3 Ways to...
By Harry Stebbings
Social•Oct 30, 2025
European Investment Council Ranks #4 in Sifted’s Top 50
In another magnificent piece of work by Sifted 🤣 I would like to congratulate… The European Investment Council On being a top 50 performing investor. They are #4 according to Sifted. You can’t make this s*** up. 🤣 Too good Sifted....
By Harry Stebbings
Social•Oct 30, 2025
Build Workflow Moat, Expand TAM with Viable Vertical AI
My favorite vertical AI startups: • Create a 10x workflow that feeds into a marketplace moat • Increase TAM by making something financially viable for new markets
By Ryan Hoover
Social•Oct 30, 2025
SaaStr AI VC: Massive Startup Data & VC Connections
SaaStr AI VC. Try it free -> https://t.co/XzJ5d0OqGr 🧮548,709 start-up valuations 🖥️1,657+ VC pitch decks graded 🧖♀️1,200+ active founders now 🫂503 VC connections made It's pretty darn cool https://t.co/nXGlRNz6mC
By Jason Lemkin
Social•Oct 29, 2025
First‑time Founders Ship the Impossible; Veterans Over‑analyze
First time founders ship the impossible while experienced ones often are still explaining why it won't ever work!
By Niko Bonatsos
Social•Oct 29, 2025
Founders Can Keep Seed Money, Leaving SAFE Investors Empty
So far I've watched 3 VC seed deals this year where the founders just decided to keep the money for themselves and not build the product. All were on SAFEs, and they took the position they owed investors nothing and that...
By Jason Lemkin
Social•Oct 29, 2025
Hire AI Generalists: Young Talent Beats Experience
" Companies underestimate 23 and 24 year-olds. The new playbook for these AI startups is actually gonna be much more about hire the AI generalist, this 23, 24, 25-year-old who's really native in AI." @DavidCahn6 Do you agree and how do...
By Harry Stebbings
Social•Oct 29, 2025
Lockheed Invests $50M in SAILDRONE Autonomous Missile Platform
Next-gen autonomous maritime defense leader SAILDRONE accepts $50M investment from legacy prime Lockheed partner for weaponized missile launchers 🤖+⛵️+🚀 = 🇺🇸 https://t.co/E9NrWbePNv
By Josh Wolfe
Social•Oct 29, 2025
Partnering to Build Globally Competitive LFP Production
Excited to work with @ChEMcShane Evan and the team @ElectroflowTech on building globally competitive LFP production as part of our overall storage gap thesis
By Albert Wenger
Social•Oct 29, 2025
Deep Dive Into AI Valuations and Infrastructure Costs
Trying to address all the questions on AI valuations, margins to AI vendors and infrastructure, huge investments in data centers, chips, circular economics, robotics, energy and more with @akshay of @theinformation: https://t.co/0qKruLwEvv
By Vinod Khosla
Social•Oct 29, 2025
Leverage Competitors' AGMs to Meet LPs Fast
The single best way to meet a lot of high quality LPs fast. Find out when your competitors AGMs are. Reach out to their LPs knowing they will be in town on those dates. They always want to fill their...
By Harry Stebbings
Social•Oct 29, 2025
Nvidia Hits $5 Trillion, Ushering Airstreet’s New Era
a day to remember: a new @airstreet epoch begins as @nvidia becomes the first 5t company fortuitous timing? i think not!
By Nathan Benaich
Social•Oct 29, 2025
Buy Anthropic and OpenAI to Enforce AI Governance
Regarding Public Benefit Corporations: shareholders can insist on upholding the public benefit (cf my speech from 12 years ago after it was signed into law in Delaware). So if you care about AI governance and can afford to, you should...
By Albert Wenger
Social•Oct 29, 2025
Ship First, Storytelling Improves with Each Iteration
So many on X say founders need to be “great storytellers.” Hogwash. And it leads to founders selling bulls**t. Look, you gotta tell the story. But no matter what, if you are successful, you’ll get good at the story by...
By Jason Lemkin
Social•Oct 28, 2025
Collectibles‑First Strategy Propelled Whatnot to $11.5B
Congrats to the @Whatnot team on raising at $11.5B A few unknown facts about this amazing cofounder duo @GrantLaFontaine and @loganhead13 1/ They launched in 2020 right before COVID hit. 2/ in the early days, they even funded payroll for some of the...
By Anu Hariharan
Social•Oct 28, 2025
Margins Reveal Product Depth on Foundation AI Models
" I do think margins matter in a world of AI. They're a directional indicator of how much product you've built on top of the foundation models." @DavidCahn6 Do you agree and how do you think about margin in the...
By Harry Stebbings
Social•Oct 28, 2025
OpenAI Targets $1 Trillion Annual Compute Spend
OpenAI clarifies it has about 30GW of infra committed now. And aspires to a run-rate of one new GW/week at $20bn/GW, meaning (say) $1tr/year
By Benedict Evans
Social•Oct 28, 2025
Unsexy Contractor SaaS Generates $26K Profit, 84% Margins
SaaS + large unsexy market = gold Live on @acquiredotcom: Referral SaaS helping contractors (plumbing, HVAC, roofing etc) share & track jobs. > $32K TTM revenue > $26K TTM profit > 84% margins Turning WOM into recurring income. Full listing: https://t.co/NqMh8TRUsA https://t.co/hiQW7jDrXJ
By Andrew Gazdecki
Social•Oct 28, 2025
Support Young Founders: Stay the Course When Wrong
Often it turns out that when backing very young founders it isn't as much about being right early, it's more about staying in the room when you're wrong…
By Niko Bonatsos
Social•Oct 28, 2025
PARIMA Becomes First European Approved Cultivated Meat Brand
today, @airstreet portfolio co PARIMA (fka Gourmey) has become the first european company to be granted regulatory approval to market a cultivated meat product! the first approval within PARIMA’s global regulatory pipeline was granted in singapore for its cultivated chicken. https://t.co/yCJcg3rH9d
By Nathan Benaich
Social•Oct 28, 2025
Rebooting US Semiconductor Supply Chains for National Resilience
Rebooting semiconductor supply chains is a moonshot silicon valley needed to take on for US resilience. GC backed Substrate 3+ years ago. Stoked to see this unveiled today. America invented semiconductors. We will lead again.
By Hemant Taneja
Social•Oct 28, 2025
Celebrating Chris Ovitz: The Unsung Second Believer
We don't praise angels enough. I'd like to take a moment to really shine a light on @ChrisOvitz. He was the true second believer in @substrate. He had so much conviction in them and @jamesproud. He deserves every minute today...
By Cyan Banister
Social•Oct 28, 2025
Celebrating Our Fund-Defining Milestone and Future Freedom
Today is the day. https://t.co/pemXFmUb3A May our flag and our freedom forever wave. Thank you @jamesproud, the whole team @substrate, @ChrisOvitz and the whole team at @LongJourneyVC! Another fund defining moment for us. https://t.co/ND8TXNRbL2
By Cyan Banister
Social•Oct 28, 2025
First‑Principles Investing: Sarah Tavel’s Blueprint for GPs
From 1st female GP at @Benchmark to now fully devoting herself to AI, @SarahTavel’s career has been defined by deep intellectual rigor and first-principles thinking. In this minisode, @nchirls & I reflect on how Sarah’s approach offers something every GP &...
By Beezer Clarkson
Social•Oct 28, 2025
Founders Drive Success; VCs Can only Assist
"The lesson that punches you in the stomach in venture is you can't make companies succeed as a venture capitalist. The company succeeds because of the founder and maybe you helped a little bit." Love to hear your thoughts on this...
By Harry Stebbings
Social•Oct 28, 2025
Seeking SF Early-Stage Investors to Beta Test Platform
I'm building a Product Hunt for investors. Looking for a few SF-based, early-stage investors to beta test. DM me if interested. :) (will delete this tweet shortly)
By Ryan Hoover
Social•Oct 28, 2025
Start at $1M ARR, Let Customers Map Growth
If you aren’t sure how to get to $100m ARR, just get to $1m ARR Then just ask your customers They will basically tell you
By Jason Lemkin
Social•Oct 28, 2025
Power Law Still Dominates Across All Domains
The Power Law remains undefeated https://t.co/9EEvSYDfxl
By Jason Calacanis
Social•Oct 28, 2025
OpenAI Shifts to Public Benefit Corporation Status
OpenAI conversion to PBC https://t.co/3tdPRWR4DU
By Elad Gil
Social•Oct 28, 2025
Founders Build Alone, Ignoring Doubt and Exhaustion
Founders don’t wait for perfect days. They work tired. They work late. They work when everyone doubts them. No one’s coming to save you. It’s on you to build it.
By Andrew Gazdecki
Social•Oct 28, 2025
Series B Deals Rarely Deliver 10x Returns—Pick Wisely
The latest data from @cartainc is brutal. Of 547 Series B deals in 2018: - Figma did 100x ... but - 39% are worth 1x or less - Only 34% are worth 2x or more after 7 years But - 11.7% do achieve...
By Jason Lemkin
Social•Oct 27, 2025
Best Deals Often Come From Solo Term Sheets
"Most of the great investments I have made I was the only term sheet. This idea that the best companies are always super hot rounds is wrong." @DavidCahn6 Have your best investments always been competitive @chadbyers @infoarbitrage @honam @Alfred_Lin? https://t.co/MWp77TBZzR
By Harry Stebbings
Social•Oct 27, 2025
Sequoia Backs AI-Driven Founders to Reshape Industries
Today, we're launching @Sequoia's latest seed and venture funds to partner with outlier founders at the start of their journey. There's never been a more exciting time to be a founder. Nearly every industry will be disrupted by AI. So far, the...
By Sequoia Capital
Social•Oct 27, 2025
Investors Chase Companies Hitting $0‑$100M Fast
"The best companies are going from $0-$100M in revenue very very quickly. As an investor, you have to believe that this company is going to be in the $0-$100M club". @DavidCahn6 Love to hear your thoughts on the required growth...
By Harry Stebbings
Social•Oct 27, 2025
Great Product Doesn’t Guarantee Business
The biggest myth in tech is that great product automatically builds a great business.
By Hiten Shah
Social•Oct 27, 2025
Poolside's 2GW AI Factory Redefines Vertical Integration
some thoughts on @poolsideai's project horizon announcement last week: building a 2gw ai factory "This level of vertical integration - from model and agent development through to power generation and deployment - gives poolside a durable advantage as AI systems become...
By Nathan Benaich
Social•Oct 27, 2025
From $1M ARR to $1M Weekly Revenue
When 20VC led the Series A for Fyxer they were at $1M ARR. Today, they are adding $1M a week. 🚀 https://t.co/qvjg8Ke7uw
By Harry Stebbings
Social•Oct 27, 2025
Public SaaS Stagnates; Private AI Unicorns Lead Growth
As the world follows every whisper & rumor from AI, what has happened to public SaaS? The answer is not much! All the fun is in the private markets. Multiples haven’t moved outside of a narrow band since the post-Covid crash in...
By Tomasz Tunguz
Social•Oct 27, 2025
AI Marketing Startup Hits $1.15M ARR, 997% Growth
AI startups are printing cash. Live on @acquiredotcom: AI platform helping marketers maximize every dollar. Automating research, creative testing and scaling campaigns. > $1.15M ARR > $798K TTM revenue > $678K TTM profit > 997% YoY growth Full listing: https://t.co/jNAVKv3ABY https://t.co/GOthuI0JQl
By Andrew Gazdecki
Social•Oct 27, 2025
VCs Measure Your Startup Against This Benchmark
Fair or not, this is what your VCs are comparing you to Fair or not https://t.co/v9L5oDXV2h
By Jason Lemkin
Social•Oct 27, 2025
Prioritize Operator/Founder LPs, Even Small Checks
The VC version of #8: Over-index on operator/founder LPs, even if their checks are small. It's one of the best decisions we made at Weekend Fund.
By Ryan Hoover
Social•Oct 27, 2025
Upcoming Founder Events: Batter Up, Pitch Competitions, Game Night
Yo founders, mark your calendars: • Batter Up SF — Nov 10 • Batter Up NYC — Nov 10 • Founder Friends SG (Fintech Festival) — Nov 12 Community partner events: • Wild Card: Game Night — Nov 5 • Monterrey Tech Week — Early Stage...
By Elizabeth Yin
Social•Oct 27, 2025
AI Winners, Margins, and Defence: Who Thrives?
Our last episode with David Cahn was one of the most downloaded of last year. This episode today is even better. - The Winners & Losers in AI - The $0-$100M Club: Is Triple, triple, double, double dead? - The Future of Defence: Who...
By Harry Stebbings
Social•Oct 27, 2025
Skip Process‑obsessed VP of Sales Before $10M ARR
Before $10m ARR, Do not hire a VP of Sales that mainly talks about process You are too early for them
By Jason Lemkin
Social•Oct 27, 2025
Celebrating Entrepreneurs' Wins Fuels My Purpose
My favorite part of running @acquiredotcom is seeing entrepreneurs win. The founders who bootstrapped through hard months. The ones who landed their 1st customer. The ones who just sold their startup and changed their life. Every win reminds me of why this...
By Andrew Gazdecki
Social•Oct 27, 2025
Share LPs Across Non‑competing Funds to Accelerate Fundraising
The secret to LP intros that no one tells you. Make friends in alternate, non competitive categories (growth, secondaries etc etc). Share LPs. Discovery is the hardest thing in fundraising. Non-competitive managers sharing LPs is needle moving.
By Harry Stebbings
Social•Oct 27, 2025
AI Meetups Expand to Zurich and Munich in 2026
new zurich and munich events added to the @airstreet ai meetup calendar for 2026! stopping in a city near you soon - subscribe at luma(dot)com/airstreet https://t.co/2JYV1TVNOt
By Nathan Benaich
Social•Oct 26, 2025
75% Fit with Top VCs Signals Major Validation
"A 75% fit with @altosvc + @20vcFund? That's huge. It was exactly who we'd hoped for." Sign up for waitlist for SaaStr AI VC -> https://t.co/Eg5TFmnXmm https://t.co/r9Ct5KFhbP
By Jason Lemkin
Social•Oct 26, 2025
AI Support Saves Money, Yet Still Costs Too Much
We all know how much AI has already changed customer support But it's not cheap Across all my investments in the space, the average price to resolve or reflect a ticket is about $1 For complex issues, around $5 in tokens etc That's much...
By Jason Lemkin