AI Coding's VC Subsidy Mirrors Early Food Delivery Boom
Is AI Coding Like Food Delivery: VC Subsidised and Unsustainable: " I remember the early days of food delivery, it was VC subsidized. We're seeing that right now with AI coding. This can't go on forever... there will be some very valuable businesses that are not perpetually VC subsidized but navigating this crazy VC subsidy world to get to good outcome takes a lot of skill." @AndrewYNg Do you agree this resembles the early days of food delivery and how do you determine who thrives and who dies @_fredrik @JTLonsdale @Mascobot @LM_Braswell
Even Disney+ Struggled: Forecasting New Brands Is Guesswork
5 learnings from launching (and attempting to forecast) Disney+ ... Forecasting a brand-new product, even one with Disney's IP library behind it, is a leap off a cliff. As Vanna Krantz , former CFO of Disney Streaming, told me: “We...
OpenAI Lacks Platform Power Without Network Effects
Posit: OpenAI’s fundamental problem is that it cannot become a platform company as long as the models it wants to use as a platform have no network effects and remain pure commodities. People had to use Windows, but there is...
Build for Users, Not Just for Funding
It was never “build what’s fundable” and it isn’t now. It’s always been: make something people want. This comes from users and customers and the needs of others.
Funding Space Fusion, Not Just a Consensus Engine
We're funding space fusion and your take is we're building a consensus machine Maybe you need to look harder
Microsoft Pivots to Agent‑centric Infrastructure Business
"Our business, which today is an end-user tools business, will become essentially an infrastructure business in support of agents doing work." — Satya Nadella Microsoft talking about their view where the value accrues : agent infrastructure https://t.co/1TaxJpOeCB
Execs Must Practice Their Own Roles to Succeed.
Every time I see a CRO that doesn't sell themselves, they fail. Every time I see a CTO that doesn't code themselves, they fail. Every time I see a CMO that doesn't market themselves, they fail. Every time I see a...
Profitable B2B Marketing SaaS with Strong Moat
This is an incredible business. Live on @acquiredotcom: Top-ranked B2B marketing education SaaS serving global teams and pros. > $3.25M ARR > $1.65M TTM profit > globally recognized SaaS + education + brand trust = serious moat Full listing: https://t.co/qKWsmO2tpo https://t.co/97g300eS6r
VCs Vanish When Growth Is Steady, Not Hyper
I have a seed investment I made years back now at $130m ARR now growing 40% and cash flow positive. And all the VCs have checked out. They haven’t been mean about it. Everyone is nice. It’s just, one has...
FoundHer House Empowers Women Founders Amid Funding Gap
Last year, women-led startups received just 2% of total venture capital funding a number that hasn’t changed much in more than a decade. That’s why stories like this one matter. Two of our USC Jimmy Iovine and Andre Young Academy...
Minority Recap Keeps Control, Majority Sells Liquidity
The fundamental difference between a minority and majority recap: Control. If you sell a majority of your business, you'll receive a high level of liquidity, but all the key decisions will now be out of your control. With a minority...
Key Takeaways From My Chat with Nihal Mehta
This was a fun conversation with Nihal Mehta of Eniac Ventures https://lnkd.in/eKaqvudG
AI Transforms Flexport Hackathons Into New Product Roadmaps
Flexport is at $2B annual revenue and just getting started. AI is so powerful it has turned internal hackathons into roadmaps for entire new product lines https://lnkd.in/g5pueCR7
Take the 2025 VC Compensation Survey by Nov 20
Everyone, It’s that time of year when folks start to think about comp. In conjunction with the All Raise team, please find the link below. Please complete the following survey by Thursday, November 20th. We will share the results with...
Securing 18‑Month Runway at Startupfest
Thank you for having me at Startupfest! (Btw, I'm raising for 18 months of runway...)
Mascobot Becomes A16z’s Top Scout and Infra Partner
.@Mascobot is always a few steps ahead!! best @a16z scout now infra partner 🚀🚀
LPs Struggle with Large, Non‑Concentrated Portfolios
It's rare that I see spicy quotes from Limited Partners, but Ben Choi had a great quote at the most recent Kauffman Fellows Summit about why becoming and remaining a venture capitalist can be hard. It sparked a conversation between...
Rejection Fuels Stronger Pitches, Like a Growing Hulk
Every founder who got rejected 39 times before their Series A reminds me of Hulk. The angrier they got, the stronger the pitch became.
Solana Advocate Predicts Global Finance’s Crypto Future
🪙🧑🏫 Wow. A masterclass on the future of global finance from a crypto savant who bet big on Solana and ironically… has zero interest in bitcoin. New Origins with @KyleSamani, MP at @multicoin👇 https://t.co/v2gSJyqLX8
Solana Signals New Era of Global Financial Infrastructure
Wow. 🧑🏫 A masterclass on the future of global finance from a crypto savant who bet big on Solana and ironically… has zero interest in bitcoin. New Origins with Kyle Samani , Managing Partner of Multicoin Capital 👇 Transparency, speed,...
Game Data Unlocks Real-World Insights and Competitive Edge
Amazing how valuable the game data is for real world data. Only games have action on controller and reaction in the world in a physics accurate way. And if you have data from thousands of games and tens of millions...
Stamina Wins: Persistence Turns Long‑Term Vision Into Payoff
It’s near impossible to beat someone who just doesn’t give up. I learned that racing marathons: you hit a wall, you feel awful, you may think you're done—and then somehow you find another gear. The same thing happens as a founder. And...
Founders Prioritize Safer Pesticides for Farmers From Day One
One of the things I love about these founders is how genuinely committed they are to discovering pesticides that are safer for farmers. Startups often talk about making the world better, but I can tell you this was their concern...
Benchmark Your Pitch Deck Against 4,000 Startups
Wondering how you stack up? Try the new SaaStr VC Pitch Deck Analyzer. We’ll share how you stack up against 4,000 other start-ups. And we’ll provide you honest and confidential feedback on how to do better. Try it here -> https://t.co/S5UFYzoN7a https://t.co/3M6fas5f2w
Join Us Live with Harry Stebbings at SaaStr AI London
We’re BACK and it’s GOOD TIMES folks!! And come see Harry Stebbings + me LIVE in London Dec 1-2 at SaaStr AI LDN!
AI Masks True Talent, Turning Hiring Into Stagecraft
Hiring used to break because companies moved too slowly. Now it breaks because candidates move too fast. AI gave every applicant the ability to look qualified before they have proved anything. Resumes are AI-polished. Writing samples are AI-written. Coding tests...
YC's 15‑Partner GP Team Feels Like a Dream
YC is a partnership of 15 GPs who have all these qualities It’s honestly a dream
Rationalisation Kills Innovation—Burn the Ships
Rationalisation is a meat-grinder to innovation. It takes a breakthrough idea, applies yesterday’s thinking (market is too small, no one is asking for it, bigger existing opportunies), and in the end it dilutes, delays, and destroys innovation. So, yes, Burn the...
Scrappy Startups Outperform Overfunded Incumbents in Bake‑offs
Scrappy startup founders beating overfunded incumbents head to head in bake-offs https://t.co/8BZoeKUjM6
Tighten Feedback Loops, Not Features, to Unlock Growth
Most companies try to grow by adding more things. The real unlock usually comes from tightening the loop that already exists. When the feedback gets sharp enough, even old products feel new again.
AI Momentum Rounds Thrive on Early Revenue-Driven Usage Growth
One conversation I keep having with founders is about how and why these AI momentum rounds keep happening. A few of them have asked me why Company X was able to raise a big round based on a short window...
YC Targets 5x+ DPI, Promising Thousands of Happy Founders
YC’s goal: make all the mega funds 5x+ net DPI (And all the other funds small and medium sized too) If that happens there are a lot of happy founders. Thousands. Tens of thousands.
Startup Grind: Early Lessons, Endless Work, Rookie Mistakes
Here’s a fun artifact: @Jason grilling me (age 28) about my startup, convertible notes, and working 7 days a week along with @arrington A prequel to YC Garry, pre-15 years of hard knocks, didn’t figure out yet I shouldn’t get...
Great Founders Keep Asking Why; Quitters Go Corporate
Every successful founder I know is still asking why like a toddler who just discovered speech. The ones who stopped? They are in bd or corp dev right now.
VC Values Revealed by the Startups They Fund
If you want to know the values of a VC firm, look at the companies they choose to back.
Instant Trading Simplicity Fueled Robinhood’s Explosive Early Growth
In this TWiST Flashback from 2017, Vlad Tenev regales Jason with the early history of Robinhood, and explains the secret to their immediate runaway success. The key to Robinhood’s early success was simplifying the experience. Financial transactions were always subject...
From Gaming GPUs to AI Powerhouses
Companies like NVIDIA were creating increasingly powerful chips known as GPUs mainly to power up video games with more lifelike immersive graphics and performance. Little did they know, these same chips would one day power the trillion dollar data centers...
Cryogenic Propellants Unlock Efficient LEO-to-High Orbit Transfers
Here’s why extremely cold liquids are the key to taking us deeper into space. Meet Ben Schleuniger of Orbital Operations a startup building a new kind of space vehicle, designed to tow objects from Low Earth Orbit (LEO) into an...
CEO‑CTO Alignment Is the Hidden Key to Billion‑dollar Growth
My biggest heartbreak ever as a founder: if my CTO and I could have gotten along better. Because we'd both be billionaires, running a great public company together. I tried. I know so much more today than I did then....
Gen Z Founders Profit in Obscure Niches, Early Backers
Gen Z founders are printing money in niches VCs can barely spell; early preseed backers are becoming legends quickly!
AI Ad Agency Generates $620K Profit, 35% Growth
I love seeing agencies print profits. Live on @acquiredotcom: AI-powered performance ad agency helping brands grow with media buying, creative, and funnel optimization. > $1.7M TTM revenue > $620K TTM profit > 35% YoY growth Full listing: https://t.co/WAfvxsRcZs https://t.co/9BpLwk8kmq
New Fund Rebrand Collapses, Creator Expresses Disappointment
well there goes my new fund rebrand 🥹 https://t.co/cgCoBxAIQW
VC Feuds on Podcasts Spark Recursive Self‑Improvement
VCs beefing about other VCs on a VC podcast might just lead to recursive self-improvement
Avoid Common SaaS Gross Margin Miscalculations Before Funding
A SaaS company's gross margin is a key point of discussion in any M&A or capital raise transaction. As such, any SaaS founder looking to engage with potential buyers should ensure that they've properly classified costs related to the calculation...
Manage and Sell Multiple Startups From One Account
Now live on @acquiredotcom! You can now manage multiple and sell multiple startups from one account. Just click "manage startups" and then the "+" sign to create a new listing. Check it out and share any feedback! https://t.co/eWLANLahNZ
Cognition CEO Scott Wu Joins Growing Lux Family
Thrilled + lucky to count @ScottWu46 founder CEO of @cognition as part of the growing Lux family...
Home Robots Are Near: Kyle Vogt’s Billion‑Dollar Play
This week's episode is mostly about robots. Kyle Vogt is one of very few entrepreneurs to found 3 business valued at over a billion dollars - Twitch in 2006, Cruise in 2013, and The Bot Company in 2024. If you've caught any...
I’m Unable to View External Links, so I Can
https://cnb.cx/47Q6g5l