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!
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...
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...
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...
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...
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
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
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…
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
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.
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...
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
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 &...
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...
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)
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
Power Law Still Dominates Across All Domains
The Power Law remains undefeated https://t.co/9EEvSYDfxl
OpenAI Shifts to Public Benefit Corporation Status
OpenAI conversion to PBC https://t.co/3tdPRWR4DU
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.
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...
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
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...
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...
Great Product Doesn’t Guarantee Business
The biggest myth in tech is that great product automatically builds a great business.
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...
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
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...
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
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
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.
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...
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...
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
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...
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.
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
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
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...
SaaStr AI VC Matchmaking Delivers 116 Intros in Two Weeks
The new SaaStr AI VC Matchmaking tool has already made 116 VC intros in https://t.co/P5GuMbTEG9 https://t.co/RzkMeULyjI
Software Awakens: Real‑time Learning Revives Innovation
Software is waking up again. Ten years ago, apps were the frontier. Screens were canvases. Curiosity was the culture. Then the App Store froze. The same grids, the same playbooks and the same incentives repeated endlessly. We optimized everything except imagination. For a while,...
Ship Early, Execution Beats Perfect Pitch Deck
When you ship v1 before the pitch deck is perfect, you are already ahead of 90% of startup founders still polishing their slides. Execution crushes credentials!
No‑Code Platforms Turn Weeks‑Long CRUD Projects Into Minutes
Yes, ‘prosumer’ vibe coding apps like @Replit are best at CRUD and CRUD+AI apps today. But that also means if you have some experience building CRUD apps … that you can just fly when you ‘vibe’ your next one. All the stuff...
Founders Ignore Market Timing; Invest Every Year
Great founders don’t time the market Great founders often don’t even check the markets at all They just start up when they see white space, and are ready to go So … Every year is a good year to invest
Silence Signals Trouble—Unless It Hides $50M Profit
It’s usually a bad sign when a founder stops sending investor updates. But occasionally they surface with impressive news. Just received this one: “$50M run rate and profitable” For founders (as a founder and investor): Most investors will assume the negative without updates. They’re...
Lean Execution Drives 24% Revenue Growth and Profitability
2025 has been a big year for us at @acquiredotcom. We have grown revenue, reduced expenses and finally became profitable. > $6.1 million in revenue, up 24%. > $4.5 million in expenses, down 26%. > Operating profit, up 50.2%. > Total profit, $1.6 million. Absolutely...
Anduril Hits 6.6× Multiple Since My Tattoo
Anduril's at a 6.6x multiple since my tattoo. Can't wait to share what the second one is. VCBrags, come slay me.
Execution Beats Credentials: Build Fast, Ship Faster
Founders: please ditch the credential chase. Build fast and ship. Strong execution is the ultimate credential.
Empowering Debt Relief: Partnering with Ava’s Impactful Team
Really proud to have the opportunity to work with Reza Rahman Omar Sinno Abed L. and the team at Ava. They’ve been pretty quiet about the work they’ve been doing for the past few years but they’re making a really...
Scaling $1M‑$50M: Execution Beats Early Milestones
I do not care how long it takes for a company to get to $1M in revenue. But I do care desperately, how long it takes for a company to get from $1M-$50M in revenue. The road to PMF is...
Serial Unicorn Experience Fuels Sky‑High Seed Valuation
Talked the other day to a founder raising a seed round at an insane price Here's the thing: the last two start-ups he worked at are worth $10B+ He wasn't the founder at those ones. But he does know how...