Airport Lounge Club Could Tap $500M Market
Huge opportunity for someone to create a membership club like SOHO house for airports There are 100,000 people who would pay $5,000 a year — $500m — in the USA to have lounges at the top 100 airports I guess @amex centurion lounges are a version of this, with 31 lounges @grok?
Investors Bet on Nuclear Tensions, Fresh Defense Capital
Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Bets https://t.co/X75Amdor1M
SaaStr Fund Backed Us Since Pre‑Seed
Boom!! Proud @saastrfund has been an early investor since pre-seed!!
Grateful for Founders' Support, More Stories Coming
Thank you Jordan Nel for telling the Version One Ventures story better than we could 🙏 and the ~200 founders who welcomed us on their journey so there'd be a story to begin with 🩷 Lots to write still... and...
USV Robotics Secures Another Strategic Investment
Announcing another @usv robotics investment!
Stuart Faught’s Formula Sold 18 Startups for Millions
Stuart Faught has sold 18 startups (yes seriously) on @acquiredotcom totaling millions in closed acquisitions. Here's how he makes that happen: https://t.co/cLIHwCEGgj
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...
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
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...
Conventional Wisdom Is Frequently Mistaken
Conventional wisdom turns out to be often wrong . . .
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...
When Founders Chase Imaginary Problems
Founders solving problems that doesn't exist: https://t.co/t3JMsUJYDs
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...
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...
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
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...
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...
Prioritize Distribution Before Perfecting Your Product
Focus your startup on distribution 1st then build the best product 2nd.
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.
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...
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
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!
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...
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
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.
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...
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.
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?
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...
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...
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
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...
Support Kara Nortman's Next Big Venture
Go Kara Nortman https://lnkd.in/gpy3arfQ
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...
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.
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.
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
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...
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...
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?
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....
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...
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...
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...
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...
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...