From Karpathy’s latest post: “LLM apps will organize, finetune and actually animate teams of them into deployed professionals in specific verticals by supplying private data, sensors and actuators and feedback loops.” This is exactly right. In a world of AI agents, there is a much thicker layer above the LLM than was initially perceived. The thin wrapper criticism somewhat worked in a world where people were repackaging tokens with a lightly customized interface or system prompt, which was largely all that was possible 2 years ago. But AI agents will combine tools, proprietary data, highly domain specific system prompts, specialized interfaces for the human-in-the-loop parts of the workflows, advanced context engineering to deal with context window limits, and more. The vast majority of these will perform better when tailored to a specific vertical, job function, or type of task. Further, to get real adoption in the enterprise, a heavy degree of system integration and change management is generally needed to drive the workflow changes and adoption. This is why companies (or at least products) focused on specific opportunities will often be required to actually power these workflows. Tons of opportunity here in the year to come.
The 5 warning signs your GTM Strategy is already outdated for 2026…. 1) Your only form of Marketing is spending on Google ADs 2) You're waiting for SEO to kick in 3) Your AI SDR is returning zero replies 4)...
ChatFAI was winning. Millions of users, strong revenue, and viral growth. Umar (@heyumarkhan) got acquired when things were going great. Cashed in the chips. He then used the exit to fuel his other startup. Full interview here: https://t.co/tNIE71aLPb https://t.co/htq2TImIUZ
The toughest part of building your first SDR team is how to manage it: 1/ Need a lot of management 2/ Turnover often high 3/ Who will train 4/ Need constantly be recruiting 5/ Often junior Outbound always works. Always....
Startups are built by consistently executing small short term goals towards really large long term goals.
The AI LLM market share story of 2023-2025 is one of just ... massive change. Fast. Enterprise LLM Market: 2023: OpenAI 50% | Anthropic 12% | Google 7% 2025: Anthropic 40% | OpenAI 27% | Google 21% 🥇Anthropic went from distant third to...
Lovable 's secret sauce to growth: Give the product away—a lot. Here's the relational from their head of growth Elena Verna 👇
The rate of AI agents being able to complete more and more complex work is definitely the story of 2025. Next year it appears this will only go more vertical. We’re collectively figuring out how to develop agent architectures that...
The best marketing ideas come from studying your customers (not your competitors)
I think about where I was 10 years ago, and I wish I could go back and smack myself upside the head. The things I thought were correct were ABSOLUTELY not correct. There's almost nothing about how I made decisions in my...
Had an issue on @Replit last night and they pushed a fix in wee hours of morning Went from mediocre support (at best) in June 2025 to … the best support I’ve gotten this year in December 2025 You can do the...
How do you price an ERP before scale? 🤔 On Ep 223 of The SaaS CFO Podcast, Michael Salorio breaks down Solentrex’s per-proposal pricing model—and the 2 metrics that matter most right now. 🎧 https://t.co/qW6DePhZzM #SaaS #Podcast https://t.co/K9Q5UvmZ0p
Talk to your customers. Talk to your customers. Talk to your customers. I promise they know more about your startup's roadmap than you do.
Stop competing on features in 2026. Start building moats. Achieving feature parity is tablestakes these days. The ONLY way you get a chance in the playing field (and more importantly to stay there) is through building hard-to-copy moats. Here are...
2026 AI predictions from the CEOs of NVIDIA, Harvey, Glean, Cognition, Box, .... Jensen Huang, @jainarvind , @winstonweinberg, @ScottWu46 ,@raizamrtn, @zackmziegler, @levie, @MishaLaskin, @polynoamial, @joshim5, @bryan_johnson, @_sholtodouglas, @bfspector, @amspector100, @dylan522p
A startup told me a highly-funded competitor bought the .com of their name. I told them this is good news in a way. It means the competitor is (a) amateurish and (b) afraid of them, both of which suggest the...
We apply Shape Up slightly differently when building a new product vs. maintaining an existing one. Here's a look.
We are literally >just< getting going in AI B2B. Really, most stuff didn’t even work before Claude 4 and the beginning of 2025. That’s why Lovable, Replit, Cursor, Gamma, etc. exploded. The models alone weren’t good enough — until early...
One of the most frustrating things for a founder selling their business: A retrade. Retrading is when a buyer tries to renegotiate the terms of a transaction late in a process due to "new" information that arose during final diligence....

Fizzy refinement continues. Now we show the number of comments on a card. Helps you spot ones with conversation vs. ones with crickets. https://t.co/KSonHBvAqX
The recordables pattern has been the single-most important architectural pattern we've used on both Basecamp and HEY. It's a key reason both code bases are still a joy to work on. Jeff breaks down the magic in this new podcast....
It's almost 2026. If you're a SaaS founder, you're probably screwed. Anything you do that works gets copied, CAC is up, LTV is down. Here are the 7 things I see that ARE working - in a world where most...
Hyperscaler Marketplaces are becoming a mainstream enterprise procurement channel. By the end of 2025, over $21B in third-party software purchases will flow through hyperscaler-operated marketplaces, rising toward $42B by 2029. These marketplaces now represent roughly 5% of global enterprise software...
I don't "optimize" ads first. I optimize the offer. If the landing page can explain the value in 8 seconds and the pricing has a clear next step, even mediocre ads work. Fix the offer → ads get cheaper, CAC drops, ROAS...
my husband challenged me yesterday: if you say "go to market using research, not assumptions" companies are gonna think you mean Big Data 👀 my husband is an engineer, so I get where he's coming from... data means big complicated...
In the last 9 years, I've helped companies like GrooveHQ, Boomi, Microsoft, Keap and 400+ others generate over $1B in self-serve revenue. Through that work, I noticed something interesting: Most PLG operators (myself included early on) only knew pieces of...
A common gap in the founder selling playbook: the Customer Success Qualifying Matrix. Most people know the Sales Qualifying Matrix—the framework that helps predict whether a prospect will buy. Common examples are BANT, MEDDIC, and SPICED. This Sales Qualifying Matrix...
50+ VC and private equity firms. A full year of pitches, term sheets, and big promises. I walked away from every single one. And I’d do it again because: 1. Dividends Beat Lottery Tickets VC money is a lottery ticket that might pay...
Cheaper and more leads don’t mean growth. Here's a common mistake in B2B SaaS: Teams celebrate a $50 cost per lead (because it's cheap), but ignore what happens next. Low-cost leads look great on a dashboard until you realize only...
Sometimes we have to push our customers out of their comfort zone. What's in their best interest is not always the easiest path. We had a customer at @ListKitio that wanted to only run outbound cold email campaigns a couple of...
Sometimes we have to push our customers out of their comfort zone. What's in their best interest is not always the easiest path. We had a customer at ListKit that wanted to only run outbound cold email campaigns a couple...
🎙️ After years around startups, one thing stood out: founders spend weeks preparing pitch decks but rarely practice how they answer questions from investor or media. I built a small tool to help founders rehearse answers out loud and get...
everyone wants to close before Christmas. busy day at Founderpath today. we'll fund ~$5-10m more before holiday Founderpath is, by far, the most active investor in Software startups by deal count https://t.co/sU5DGqneOU
The Great B2B Bifurcation of 2025 Palantir +142%. HubSpot -51%. Despite the fact both businesses end the year pretty strong. Some patterns from the top 25 B2B / SaaS public companies: What's working: 🔼AI-native infrastructure (Palantir, Cloudflare, MongoDB) 🔼Mission-critical + high switching costs (CrowdStrike, Palo...
New @metricablecom integration coming to @acquiredotcom soon: https://t.co/Juquyki0zL
Progress is constrained by how fast information moves. It has nothing to do with raw intelligence. Ambition does not fix it. Neither do longer hours. Information has to travel. It has to reach the people who can decide, and it...

Recurring revenue is king. Live on @acquiredotcom: Shopify subscription app helping merchants turn one-time buyers into predictable monthly revenue. > $29K ARR > $32K TTM revenue > $30K TTM profit > 190 paying merchants Full listing: https://t.co/zCumfIm8mD https://t.co/wYOQ3FwbAz
I can be slow sometimes I didn't totally get why products like @OpenRouterAI are a big deal but this week I hit API issues with OpenAI and had to manually add a fallback to Anthropic. A real pain. And I also...
As a Chief Digital Officer, 3 things jumped out to me in Snapchat for Business 's latest report. Let's unpack what you need to know before 2026 - ready? And, get the full Snapchat Generation report: https://lnkd.in/eBs4gESm #snapchatpartner
The AI bubble is cracking. AI startups are losing 50% of their revenue within a year. A new report is circulating in VC circles, and the numbers are brutal. I just read Kyle Poyar ’s latest report, and one chart...
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...
The AI growth re-acceleration at Intercom is wild: 1. Fin went $1 to $12 million in a year -- more than a year ago. 2. On track to cross 30k paying customers by end of year. 3. Annualized growth is...
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...
Founder KPIs that don't show in Stripe: - Deep work: 2 hours/day - Workouts: 1 hour/day - Sleep: 7.5 hours/night - Support tickets: <1 hour/week (self‑serve wins) - Time‑to‑value for new users: <7 minutes - Automation coverage: +80% of repetitive ops - Time with family: Whenever I...
I rebuilt my onboarding flows 117 times. It never made any big difference. Reality is, the users who activate most likely already made up their minds way before visiting your website. From recommendations. Word of mouth. Brand awareness, etc. So you can spare all...
Technical how-to on how the team build the editions page
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...
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.
Dashboards are everywhere now. Nearly every product ships with analytics. What used to signal maturity has become table stakes. From CRMs to design tools to HR software, dashboards show up whether users asked for them or not. And yet, most of them...
20 AI Agents in Production: Inside the AI GTM Revolution with @kylecnorton 5 things every CRO/CMO needs to know: 1⃣AI agents are better than mid-pack SDRs now. Not the best—but better than average. That's enough to change everything. 2⃣Deploying the first agent...