Help Founders Grow Into Unicorns, Not Just Grab Coffee
The surest way to break into VC isn't asking your favorite VC for ☕. It is advising and referring founders who become 🦄 a few years later.
Peter Fenton Excels by Trusting Founder Conviction over Stages
What Makes @peterfenton So Good? " Peter does an amazing job following his founder conviction. He doesn't think about stages. When he finds a @howietl @btaylor that's what guides him." @EverettRandle What have been your biggest lessons from working with Peter @howietl...
AI Travel SaaS Hits $345K Revenue, 300% Growth
Big fan of AI plays like this. Vertical AI SaaS built for travel customer experience. > $345k TTM revenue > $265k TTM profit > 300% YoY growth High-margin + Lean ops Check out listing @acquiredotcom: https://t.co/W8PNmLJqTD https://t.co/xuUCVn0BpK
Helping 2–3 Founders Secure Daily Acquisitions
We help 2–3 founders get acquire’d every day on @acquiredotcom. Life changing moments for everyone involved. Pretty awesome to see it happen daily.
Align Incentives: Invest With Partners to Test Conviction
The Biggest Investing Lesson from Peter Thiel: "Peter creates incentive structures to test the conviction level of partners. For example, you can personally invest alongside the fund in a deal you are leading. If you do not, he will ask, do...
AI-Native Status Now Essential, Even for Legacy Firms
Today, legal software @goclio announces a round at $5B and presentation software @GammaApp at $2.5B valuations What do they have in common? Both were around well before the AI Era. Clio in 2008, Gamma in 2020. Being “AI Native” is critical to...
Exit Tax Threatens $200M UK Investment and Jobs
I have invested $200M into the UK in the last five years. If @RachelReevesMP implements “Exit Tax” all that funding will go overnight. That is countless jobs, companies and people who will lose out. Rachel, you have managed to steal our...
Western Startups Increasingly Rely on Chinese AI Models
this is a great piece that captures the current love affair that western startups and even some bigger companies have with chinese ai the models are intelligent, accessible, and open weight turns out some of your fav sf startups are built on...
SaaS Achieves 90% Profit Margin with Minimal Overhead
A margin this high for a task and workflow SaaS is insane. Live on @acquiredotcom: > $423k TTM revenue > $384k TTM profit > 5,000+ paying customers 20+ years in the market. Near zero overhead. Full listing here: https://t.co/Bu8ma6ccSD https://t.co/Y2sadhLoRe
Free AI Reviews 2,000+ VC Pitch Decks Instantly
This week we’ll cross 2,000 (!) VC Pitch Decks reviewed for FREE on SaaStr AI Try it here -> https://t.co/hVolcGvbUt - Real time scoring - Real time valuation based on 5,000+ rounds - Exact odds of funding based on top VC rounds this...
AI Customer Support Flooded with Billion‑Dollar Funding
One market I cannot figure out in a world of AI is customer support. You have: Sierra Decagon GigaML Parloa Forethought Kore Cresta All of these have raised over $100M. and then oldies like Intercom Zendesk Help me out, how does this market shake out?
Meghan K. Reynolds Clarifies Current LP Sentiment
For those wondering the LP sentiment @MeghanKReynolds does a great job explaining… 👇
Skip the Competition Slide if You Claim Uniqueness
Many startup founders claim they are building something nobody else sees yet, but their pitch deck comp landscape slide has 7 companies doing the exact same thing. Easy fix: remove this slide from your pitch deck.
Nice CTOs Stifle Innovation and Halt Growth
A VP mis-hire is always tough. A VP Sales mis-hire can set you back a year in sales. A VP Marketing mis-hire can lead you down massive time and money ratholes that don’t get you any more customers. But,...
Vet-Focused Shopify Brand Turns
I love when founders turn passion projects into profitable businesses. A Shopify brand built for vets and healthcare pros. > $142K TTM revenue > $130K TTM profit > 17% YoY growth > Low overhead Full listing on @acquiredotcom: https://t.co/ddxifCeDgi https://t.co/CsDd7W2XxK
Non‑obsessed Founders Are Just Underpaid, Under‑insured Employees
Startup founders who aren't irrationally obsessed with their startup are just rationally employed people with worse health insurance and lower pay.
Roelof Botha Celebrates 23 Years Shaping Founders
Congrats @roelofbotha on an incredible 23 years at Sequoia! You’ve helped shape a generation of founders and investors. None of the scoops or noise can take away from what you’ve achieved and the legacy you leave behind.
AI Chatbots Loved, Yet Doomer Billionaires Fuel Fear
If judged based on consumer adoption, AI chatbots are the most popular technology ever. If judged based on poll numbers, they are the least popular. How to explain this? A big part of it is the Doomer Industrial Complex —...
Two Portfolio Wins: Nasdaq IPO and Time Cover
One @fiftyyears portfolio company IPOed on NASDAQ the same day another appeared on the cover of Time. Pinch me.
Send Investor Updates: Leverage Trust, Drive Growth
Founders, for the love of God; send investor updates. 1. Leverage them for help with customer intros, hires and fundraises. 2. Use them to create excitement and conversation about you in market. 3. Because these people have trusted you and...
Bootstrapped SaaS Grew via SEO, Sold for Right Price
Christopher Lier built LeadGen App as an internal tool. Turned it into a SaaS, grew it with SEO, and never raised a dollar. When he sold on @acquiredotcom, he knew what his startup was worth and waited for the right buyer...
SaaStr AI VC Matchmaking Delivers 183 Intros in Two Weeks
The new SaaStr AI VC Matchmaking tool has already made 183 VC intros in its first 2 weeks Try it here -> https://t.co/ZbU9L2c0td https://t.co/HXWF2pE3Gx
Great Products Need Distribution, Not Just Brilliance
Technical founders who build amazing products but can't get distribution are like master chefs with Michelin recipes cooking at their mom's kitchen.
VCs Demand 100x IPO: Absurd, Reckless Expectations
VCs explaining why a portfolio company needs to IPO at 100x revenue is like teaching your kid to swim by throwing them off a yacht!
Top Seed Investor Bill Offers Incredible Job Opportunity
Bill is one of the best seed investors in the business. Incredible job opp for someone:
YC's Impact: Our Success Began There
Back to YC — without which we’d never be where we are today https://t.co/8BQ8ijpA4a
YC's New Era: Younger, Elite‑Educated, Bay‑Centric Founders
Startup culture feels very different these last few years. This analysis of the 'new' Y Combinator under @garrytan's leadership highlights shifts: • YC founders are younger, averaging ~26 years old • More graduated from a top 20 university, now more than 50% • Massive...
Secure AI Funding Now or Fall Behind
"If you haven't captured any AI budget for your start-up yet, your team failed. They had all of 2025 You had to grow faster due to AI in 2025. Twilio, Mongo, Snowflake, startups like WorkOS and RevenueCat all did. The budget was...
Sequoia Shakeup and OpenAI Missteps Highlight Industry Turmoil
Meaty Friday piece on Sequoia Capital's leadership shakeup, OpenAI's executive communications fumbles, and much more https://t.co/Lbioa0Q8SP
Seeking Ideal 2026 Founder & Investor Event Locations
We are ramping up our founder and investor events in 2026. Where should we host them?
Brutal Honesty Beats Politeness
So true. I get dinged for the latter all the time. Since 2004 the @khoslaventures website has proclaimed “we prefer brutal honesty to hypocritical politeness”. Proud to be a big investor in @PimDeWitte’s two ventures: general intuition and highlight.
Hummingbird's First Biotech Deal Nets $800M Stake
Let me just get this straight: Hummingbird owned 16% of BillionToOne at IPO. That is an $800M stake. This was their first ever biotech deal. These guys just play another game!!
AI Capex Distinguishes Valuation of Hardware vs Digital Firms
I get asked a lot if we are in an AI bubble. My answer generally is it does not matter to my investment strategy. But here is one place that the AI CAPEX buildout matters: valuation. You cannot value companies that...
Jaw‑dropping Founder Demos Spark My Curiosity
Occasionally I meet a founder with a demo that makes my jaw drop. Wish I could share what I just saw. Side note: If you're a founder with a truly jaw-dropping demo, DM me. :)
Breadth Beats “Spray and Pray” At Seed Stage
Breadth matters at seed. “Spray and pray” is a lazy pejorative and LPs who insist on spreading that toxic meme will destroy the firms they invest in and and their own returns.
Success Lies in Building Ecosystems, Not Dominating Markets
"Venture capital, the success of Silicon Valley, and much of today’s technological progress, was built on an infinite game: Recognising the opportunity to develop an ecosystem, rather than simply dominating what little existed."
Migrate only for Concrete Needs, Not Trendy Buzzwords
Ouch. If this is your list of reasons for doing something, don't do it. "Why we migrated: - New investor wanted 'cloud-native' - Engineers wanted K8s experience - Competitors were using it - Seemed like the future"
Skip Finishing Schools, Build Real Value and Relationships
Someone at the SF Standard is going to write a story about how I told people not to go to Slow Ventures Finishing School. FWIW I really like a bunch of the people who work there, and I have no...
Biotech Nasdaq IPO Promises Massive Early‑investor Returns
juicy biotech nasdaq ipo today! huge returns for early investors https://t.co/EppHjO3egc
Introducing Cerebral Valley’s Heavyweights with Index Ventures
Meet the Cerebral Valley Heavy Weights with @IndexVentures https://t.co/MfyhKCjKam
Investing to Accelerate Technology's Deflationary Impact
Technology is deflationary in a good way and @usv we are investing in driving down cost!
AI Agents Already Outpace Average Humans—Start Monetizing Now
New!! @rodriscoll @HarryStebbings + me on 20VC: 1/ "AI Agents really are already better than mediocre humans. So you better be tapping into that revenue as a startup. You better be getting some of that revenue by now, by late...
Cash Burn: No Escape for Founders
New on SaaStr!! "You Can Hide From a Lot of Things as a Founder. Cash Burn Isn’t One of Them." https://t.co/GzWBxOnn2k https://t.co/KFM0DeUeuo
Product Hunt Celebrates 12 Years Empowering Indie Makers
Today is Product Hunt's 12-year anniversary. It started with a tweet and has become a global launchpad for founders and makers. Pretty cool to see so many now-household names—Notion, Deel, Loom, Ramp, Figma—launch their v1s on the platform. But we've always tried to...
Export Restrictions Threaten US AI Leadership and Global Innovation
Everyone in Silicon Valley understands that the way to win a technology race is to get the most users and developers on your platform. Yet the anti-export lobby in Washington keeps inventing reasons why America’s friends and allies shouldn’t be...
Mission‑First Biotech Thrives on Science and Execution
10 out of 10. Would recommend. BillionToOne is a wonderful example of what's possible when you take on the most important, hardest problem you can. Oguzhan and David didn’t set out to “start a startup.” They wanted to solve a globally important...
AI Hype: Bubble or Superintelligence? Both Unlikely.
The two biggest narratives about AI right now are that (1) it’s a massive bubble (i.e. totally fake) and (2) about to give rise to superintelligence (i.e. totally real). Both narratives can be fake (which is what I believe) but...
No U.S. AI Bailout; Competition Will Fill Gaps
There will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place.