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
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...
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...
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...
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...
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...
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...
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...
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
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...
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.
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.
Celebrating Excellence at Clarity Pediatrics
Go go Clarity Pediatrics
Live in 10: 24‑Hour Startup Advice Hotline Launch
I am going live in 10 minutes to kick off our 24 hour startup advice hotline. We have some amazing mentors joining us to help founders navigate sticky situations. Join here: https://lnkd.in/g2parB8i
Ask Tara Viswanathan: Startup Success and Building America
On the 24 hour startup advice hotline, our first guest will be @TaraViswanathan who sold her company Rupa Health for a ton of $$$ & is starting a new co to help America build. What should I ask her? (Join...
Fix Fundamentals Early; Growth Won’t Hide Inefficiencies Later
Growth hides inefficiency the way adrenaline hides pain. It feels good while it lasts. When growth slows, everything surfaces at once. Teams that fix fundamentals early experience fewer emergencies later.
Narrative Gives Meaning to Shipping; Otherwise It's Noise
Shipping answers the question “what changed.” Narrative answers “why this matters.” Without the second, the first just feels like noise.
Founders Must Prioritize Distribution over Product Alone
Founders who are not focused on building distribution: https://t.co/XypSD04aLJ
Highlight Unique B2C Strengths to Secure Better Sale
A key aspect of marketing a B2C software company is helping prospective buyers/investors evaluate the asset on its own merits instead of against the backdrop of B2B software. Unfortunately, B2C software businesses usually don't receive the same caliber of treatment...
Secondary SPVs Available for Top Late‑Stage Pre‑IPO Deals
Hey Chris, We’re actively syndicating secondary SPVs in Polymarket, xAI, SpaceX, Anduril, and Kraken alongside a broader basket of late-stage names. Flagging in case you’re spending time on late-stage, high-growth, pre-IPO opportunities. Happy to connect later this week or next to share...
Winning Mindset: Growth Equity Meets Marathon Drive
What do growth equity and the NYC Marathon have in common? JMI Equity 's own Larry Contrella proves it takes the same innate drive and competitive streak to succeed at either. Tune in to tomorrow's Run the Numbers to learn...
Waymo Leads Global Robotaxi Fleet, Poised for IPO
Not an investor but I think Waymo will be a successful IPO if and when it does It quietly has the most robotaxis of any company around the world https://t.co/CzXsOB6viz
No Perfect Moment—Stop Waiting, Start Building Now
There's never going to be a perfect time to build a startup. Please stop waiting and start building.
US Capitalists Prioritize Value, UK Chairs Chase Titles
American capitalists that care about value creation vs. UK chairmans who care about their career? Becoming knighted? The governance is f***** up on UK PLCs. If they do not bring @TSMonzo back they will lose the $5BN he gained for them.
Founders Must Lead in AI's Disruptive Era
One CEO I have insane respect for is Daniel Dines, CEO of UiPath. After the better part of two decades — and it taking 10 years to get the first $1m ARR (!) — he stepped down as CEO, a billionaire,...
Hidden Startup Jobs via A16z Speedrun Referrals
for folks thinking about a new thing in 2026: we want to find you a job at a startup -- we’ve invested in >250 companies so far via a16z speedrun. I’ve spent time with all of the founders: I’m betting (literally)...
Proprietary AI Keeps Pricing Power Despite Cheaper Open‑Source Alternatives
Despite open-source AI models being 10-100x cheaper, proprietary providers haven’t lost pricing power. OpenRouter’s data reveals a market splitting in two. Over the last year, open-source models’ market share has remained stable around 22-25%, briefly spiking to 35% during the explosive...
Governance Saves Startups From Post‑funding Mishaps
We see this kind of thing from time to time before seed/VC funding — but it should never happen after fund raising Which is why governance is so critical for startups — you can avoid 100% of these self inflicted...
Emerging VC Funds Operate Like Startups, Needing Go‑to‑market and Fundraising
Emerging fund VCs are much more akin to startups than to other VCs. Both have to figure out go-to-market and how to bring money in the door.
Seeking B2B AI Talent for $10k MRR Role
I'd like to add someone to help me with @saastrfund This is primarily an in-bound venture role, and a chance to learn If you know what the best looks like at $10k MRR in B2B+AI, email me
Catch the Hustle Fund 24‑Hour Livestream—One Hour Only
Joining the Hustle Fund crew’s 24 hour livestream (only for an hour, thank god). Here’s the schedule. Join me. :) https://t.co/hflDlAnt4y https://t.co/XBGEIpb78R
AI SaaS Turns Sermons Into Multi‑Channel Content, Thriving
SaaS for churches is wildly underrated. Live on @acquiredotcom: AI platform that turns a Sunday sermon into a full week of social posts, clips, emails, and discussion prompts. $275K TTM revenue $120K TTM profit 375% YoY growth Full listing: https://t.co/uXWpOoEZLT https://t.co/6dtcnsYY9i
Decision Owners Drive Speed; Committees Kill Execution
Speed emerges when decisions have owners. It disappears when decisions have committees. Team size and sign-off count quietly define your execution ceiling.
Build Anywhere, Yet Spend Months in SF for Network
I think you can build a large tech startup from literally anywhere in the world. At the same time, I still think it is valuable to spend at least a few months in San Francisco to build network.
Get Real-Time Founder Advice Before Decisions Harden
Most advice fails for a simple reason. It shows up too late. By the time founders ask for help, the decision has already hardened. Positions are entrenched. Narratives are locked. The cost of being wrong has gone up. Uncapped Notes Live is designed...
New Entrants Lead Harmonic AI's Hot 25 Rankings
So @harmonic_ai just released their Hot 25 Report on the most in-demand early-stage companies. The top 3: @getserval Is the big new entry at #1 & have now announced a massive Series B at a valuation above $1BN 20VC portfolio company @peec_ai rises...
Greylock’s 60‑Year Playbook: Durable Venture Principles
Last Uncapped episode of the year, feeling really grateful for what a fun project this has turned out to be. Closing out the year with one of my best friends @saammotamedi. Although I don't like to admit it to him, he's...
How Companies React to Mistakes Reveals Their Priorities
You can learn a lot about a company by watching what happens after a mistake. Do people rush to explain it away, or do they slow down to understand it. One path protects egos. The other protects the future.
Prioritize Investor Alignment Over Pure Return Pitch
Angel investors can invest for a whole variety of reasons besides maximizing returns. They invest because they like you or your cause. They invest because they think your mission is strong. Finding the right investor fit is more important than...
Overnight Successes Usually Take Two Years to Start
Most overnight success stories were founded at least 2 years before you’d ever heard of them Often, 2 years before they even had a paying customer
Avoid These Founder Exit Pitfalls with Goldman Sachs
In our latest episode of Vista Point Advisors ' podcast, The Path to Exit, I sat down with Sarah Letourneau from Goldman Sachs to talk about the most common pitfalls we see founders encounter when preparing for an exit. Listen...
Seeking Frontier AI Evaluation Expert for London Role
i'm looking for someone who has experience building evals for frontier ai systems for an amazing opportunity at a well-funded @airstreet company with strong traction ideally in london or wanting to move there ping here or dm if you're interested /...
DoW Overhauls Acquisitions: Speed and Commercial‑First Focus
TL;DR DoW Directory revision 3 is Online here , Order a print copy here. In November 2025 the Department of War (DoW) unveiled the biggest changes in 60 years of how they will buy weapons and services. This month Congress,...
Venture Capital Crisis: Only AI Startups Matter Now
Venture investors are going through an existential crisis. If you are not in the OpenAI, Anthropic, Cursor, Mercor etc etc you do not fricking matter.
Angel Investing Mirrors Poker: Survive Losses, Play Winning Hands
In listening to Nate Silver’s audiobook “On The Edge”, I’m reminded by how similar angel investing is with poker playing. A lot of the time, you are losing hands, and you need to be able to survive long enough to...
1 Billion Hidden Angels Await Discovery
The world has 1B angel investors. And they may not know they are angels. You just have to find them.
Notion’s Revenue Surge Outpaces Valuation, Proving Growth Beats Multiples
Notion: $2M seed → $11B in 12 years. A great case study on growing into your valuation The journey: 2013: $2M seed 2019: $3M ARR → $800M val (267x) 2020: $13M ARR → $2B val (154x) 2021: $31M ARR → $10B val (322x) ←...
South Park Commons Shares Fun Thought‑Provoking Prompts
these are really fun thought prompts from South Park Commons nice Dylan Itzikowitz and team https://lnkd.in/gUzU-Eqa
Small VCs Forced Out, Large VCs Pursue IPOs
INVOLUNTARY exits for the small VCs (50%+) VOLUNTARY exits for the large VCs (~5 will IPO)
Valley VC Win Rates Plunge Below 50% Amid Fierce Competition
The amount of venture firms in the valley that have a win rate sub 50% right now is insane. Early stage valley is more competitive, frothy and crowded than ever.