Alphabet Launches 100‑year GBP Bond, Eyes Currency Debasement
#Alphabet to issue 100-year GBPSterling bond after having issued 50-year $17.5 bn USD bond in November. Also plns to issue CHF bond. They're betting further currency debasement #forex
AI's Real Divide: Users vs Non‑users of Machines
AI anxiety often misses the key margin: it’s not “humans vs machines,” it’s “humans who use machines vs humans who don’t.” The tech shifts who’s productive—and who gets paid. Remember, you don't need to outrun the bear. https://t.co/jULdqTdCrU
Stripe's Tender Offer Valuation Jumps to $140B
This was an auspiciously-timed quote. @stripe is in talks for a tender offer valuing the company at $140B. That's up from $107B in the fall. https://t.co/3EHL07KS8p
2026 AI Agent Deals: Contracts Over Collaboration?
So we added one new AI Agent to our arsenal this week, and it's a great one, even though it's pretty new. Much more to come. And another? In the end, we decided not to deploy it. What happened? It's...
Founders Quitting in AI Era Shows Lack of Resilience
Watching three 3 founder CEOs at $200m+ ARR quit their start-ups the past 2 weeks or so. On the one hand, I get it. Growth way down, no M&A options, it was supposed to get easier at that stage. Now...
Dollar Index Plummets; Trade‑Weighted vs Equal‑Weighted Diverge
The $DXY has dropped sharply today. A big picture look at the trade-weighted Dollar index vs an equally-weighted variant: https://t.co/sqTvcv4ihu
Gold Surges Past $5,000 Amid Reckless Fiscal Policy
Gold is back above $5,000. The rally in precious metals is reckless and crazy, but so is global fiscal policy. At some point over the past 20 years, policy makers who believe in keeping public debt stable stopped existing. Makes...
Seven Firms Command 35% of SPX Investment Dollars
Employment in S&P 500 companies is 18% of total US employment, but 35 cents of every dollar that goes into the SPX goes to 7 companies. This is a market structure problem and a major issue with our 401k system.
Avoid Copycats: Dare to Think Differently for Startup Survival
When the typical outcome for a post seed, post series A, and post series B startup is death. Perhaps the best strategy is to be careful how much you copy the startups around you. Are you brave enough...
Being a VC Is Mostly About Mastering Sales
Aspiring VCs - do you know VC is a ton of sales? Externally: - Pitching to LPs - Winning over founders & other VCs - Recruiting talent Internally: - Pitching new deals to your team - Proposing new firm initiatives - Suggesting new firm processes
Upcoming Events for Founders & Investors
Three upcoming events worth checking out for anyone building or investing: 🤖 Lead Your Team With AI - February 24, virtual A practical session on how founders can effectively use AI to lead their teams. Featuring Doug Peete, CPO at https://t.co/Wcl0Ro2nMv 🤝...
Reflecting on the Significance of Today’s Moment
Great post that explores this moment in time...
Pulse Slashes Research Time From Hours to Minutes
BIG NEWS: I just launched Pulse. The world's first news reader that cuts research from 2 hours to 5 mins👇
Build on Sundays, Skip the Super Bowl, Win
Entrepreneurs: if you spent more time on Sunday building than watching the Super Bowl, you're going to WIN.
Recruiting: From Task to Strategic Talent Mapping
Posting jobs and waiting fails. Demand beats supply in hiring. A headhunter mindset shifts recruiters from process to market mapping and relationships. You map talent, build ties, and engage before rivals. Do you treat recruiting as a task or a strategy?
FinTech Funding Soars: Over $1 B Raised in February
February FinTech funding off to flying start with over $1bn raised https://t.co/2EDie8Yh7q $1.02bn raised across 29 rounds. Past two-weeks Fintech funding topped $2.3bn.
AI Adoption Requires Leadership, Not Just Employee Compliance
A corporate position that workers should "just use AI to do stuff" has never been enough. AI use in companies is a leadership problem that involves answering fundamental questions about what people should do with their time, how work is...
Bug‑Fix Speed Reveals a Founder’s True Mastery
If you use any software, you will hit bugs. Only a tiny 5% of your users will ever report bugs. The speed at which those bugs are fixed is the true measure of a founder in mastery of their craft.
Avoid Exclusivity: Protect Your Deal Leverage
Buyers and investors will commonly request exclusivity as part of a transaction process. As a founder, you should be hesitant to grant that request. Exclusivity is a period of time in which a seller is locked into negotiation with just...
Underpricing Kills Growth; Raise Prices to Boost Sales
A house being sold at 90% of the value you think is appropriate, is a great deal. A house at 50%… you suspect a major flaw… probably it’s not worth dealing with it. First time founders often price like the second, ...
Three Simple Tricks to Instantly Raise Your Prices
3 dumbfoundingly simple ways to raise your prices: (no hostage negotiation skills required) 1. Switch to giving 3 higher price options Make your new entry level option → your current premium option :) 2. Switch to outcomes instead of quantities Increase site conversion 10% is better...
Demand First, MVPs Overrated, Code Comes Later
MVPs are overrated. You don’t need a smaller product. You need real demand. Code comes second. Agree or disagree? Comment below.
Voice AI Startups Secured $650M+ Funding in January
Voice AI startups raised more than $650 million in January. The figure goes up if you count startups like Synthesia and Decagon. I am keeping a track of voice AI funding in a post on my newsletter. https://t.co/j5BU7tpGJx
Navigating the ‘Second Desert’ Between Emerging and Established VCs
I wish I could write as well as Charles Hudson - 🙏 for talking about the 'second desert in venture capital'. It is much harder than people think to go from Fund IV - VIII or as Charles says... "no...
Real AI Wins: Speakers Reveal What’s Actually Working
We asked every speaker coming to SaaStr AI 2026 one question: 🤖"What's actually working with AI in your business right now?" No theory. No hype. Just what's shipping and what's converting. May 13-15 in SF Bay https://t.co/A02gn7heZm
World‑Positive Progress Requires Business, Humanity, Planet Integration
👏 Great job James Joaquin Vishal Vasishth Andrew Beebe on your 1st World Positive Investor Summit. ❤️ the focus on on how economic, human, and planetary health function as connected systems. Fantastic entreprenerus in the portfolio. Throughline was clear: world-positive...
Prioritize Strong Intro to Associate Over Weak Partner Intro
I’ve completely changed my mind about this. A strong intro to an associate is much better than mediocre intro to a partner.
Being Copied Proves You're Ahead—Keep Innovating
When someone copies your product/design/pricing/website/feature, it’s OK to be mad. Also remember: It means they have no ideas, no insight, and they don’t know how to get it. Which means you’ll always be ahead, just by doing what you’re already doing. So do...
AI Agent Deals Carry Built‑In Churn Risk
I was in a board meeting for a breakout AI B2B leader at $100m+ ARR and the team was excited … but stressed. Why? So many of their largest customers were happy to sign relatively large checks for the AI...
Delegation: The Key to Scaling Beyond the Founder
One of the biggest lessons I’ve learned as a startup founder is the value of delegation. Letting go of control was uncomfortable, but it’s the only way the company could grow past me.
AI Social Listening SaaS Generates $63K ARR, 2000% Growth
Cool microSaaS finding high intent leads on social. Live on @acquiredotcom: AI-powered social listening that alerts you when people are actively looking to buy. > $63K ARR > $26K TTM profit > 2000% YoY growth Full listing: https://t.co/4n3HSzCddv https://t.co/nou58zuOi3
VCs Push Startups to Scale Faster with AI
your VC board member who tells you to “grow faster” and asks “do we have an AI strategy?” https://t.co/zZEvCAtTTO
Build a Profitable, Buyer‑ready Business, Not Just a High Valuation
Most founders ask “how do I get a higher valuation?” The answer is boring and kinda annoying. Build a business buyers actually want. > Automate your processes and operations so growth isn’t tied to you. > Improve retention. CAC Be prepared...
Investors Fund SPV to Lock in Anduril Equity
how it feels raising an SPV at 5 and 20 to buy forward contracts on Anduril employee equity https://t.co/XjfQa1Z54u
Avoid Boiling the Ocean: Prioritize Small, Impactful Wins
Boil the Ocean https://lnkd.in/gqrf2J2v
Moltbook’s Hidden SKILL File Fuels Unstoppable AI Agent Growth
The growth engine behind Moltbook's explosion to 1.5 million AI agents is a bit sinister. Everyone's sharing screenshots of bots debating philosophy and having existential crises. Good content. Very shareable. But it's a distraction from what's actually happening underneath. Mason...
Market Size Irrelevant; Success Can Exceed Initial TAM
One of my biggest takeaways from talking to @dugsong and @jonoberheide: Market size doesn't matter. They ultimately sold Duo to Cisco for $2.35B, which was bigger than the initial TAM when they started the company.
UHNW Families Diversify Beyond Assets: Countries, Generations, Legal Systems
Most people diversify across stocks and bonds. But ultra-high-net-worth families diversify across something most people never consider, countries, generations, and legal systems. Let me explain…
California Policies Threaten Fintech’s Growth Engine
Vlad Tenev: California is killing the golden goose https://lnkd.in/gi_PUuHa
AI Optimism Splits: Vertical Software Drops 43%, DevTools 21%
Vertical software has fallen 43% this year. DevTools, just 21%. The gap between them, twenty-two percentage points, tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6
Reject Monthly Retainers, Minimum Fees, and Conflicts in Bank Engagements
Here are a few items you should always say "no way" to when structuring an engagement letter with an investment bank: 1. Ongoing monthly retainers Ongoing monthly retainer fees could incent the banker to stretch out the process unnecessarily. Opt...
Gym Revenue Soars with Subscription‑Based Hardware SaaS
$255K in profit from fixing how gyms sell. Live on @acquiredotcom: hardware + SaaS that turns in store visits into guided consults, subs, and recurring revenue for gyms. > $1.16M TTM revenue > $255K TTM profit > 206% YoY growth Full listing: https://t.co/8TlNbA4mqT https://t.co/H2XkQg3xJK
Decoding RevTech: CFOs, Growth, and AI FOMO
Today, the only companies getting headlines are tripling year on year. The landscape is ripe with talk of startup vs. incumbent. AI FOMO is real. And… what the heck is RevTech? Join me Monday on Run The Numbers as I...
AI Startups Outpace Legacy Firms in Revenue Efficiency
🧔♂️ Non-AI startups: - Lots CSMs (vs FDEs) - AI is slow / noncompetitive, not true #1 focus of company - Not gaining market share - Customers don’t want to pay 2x-10x more for AI Agent (honest truth: not great)...
Excited to Join Venture Underground in San Francisco
Thank you Adeo for having me, and I'm excited to do this with the Venture Underground team this coming week in SF!
Tech Workers Risk Career Stagnation Due to Company Lock‑in
Ever felt org lock-in? Ime it’s pretty common in tech even if we rarely name it. You spend years mastering one company’s hyper-niche systems and edge cases. Then one day you look up, scan the market, and nothing seems to fit. Everything...
OpenAI’s Unlimited Plan Outshines Anthropic’s Limited Pricing
pricing on openai vs. anthropic is interesting and i think oai is missing out for example, chatgpt biz for $25/month buys you all the value prop of the service - i never hit rate limits meanwhile, claude pro for $20/month i max...
Basecamp Upgrades to Fully Compliant OAuth 2.0 Implementation
Basecamp has long supported OAuth, but our implementation was based on the (now ancient) pre-release spec, and it required hoops for modern clients. We've updated it to be fully compliant with OAuth 2.0 now. https://t.co/ixQWa4GmTH
VCs Accept AI Startups Only With Insane Growth
"VCs are OK in the Age of AI with tons of competition. But they aren't OK if the growth isn't just ... insane." @tbpn https://t.co/6XVHHmKshC
Unlock Top 3% Wealth Strategies and Organic Growth
Hey there, I’m Ben 👋🏻 I’m a financial consultant to millionaires in Singapore and across Southeast Asia. In 2026, I’m building a team of financial consultants. If you’re a client: you’ll see how we think about money. If you’re a consultant: you’ll see the...