SaaS Social Media and Updates

Microsoft Pivots to Agent‑centric Infrastructure Business
SocialNov 17, 2025

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

By Tomasz Tunguz
Execs Must Practice Their Own Roles to Succeed.
SocialNov 17, 2025

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...

By Jason Lemkin
Profitable B2B Marketing SaaS with Strong Moat
SocialNov 16, 2025

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

By Andrew Gazdecki
More Demos and Sales Calls Drive B2B Success
SocialNov 16, 2025

More Demos and Sales Calls Drive B2B Success

Here’s the one thing you need to know about B2B Marketing. The more demos and sales calls you get on. The more successful you’re going to be. Not just because you get more revenues (that's obvious). https://t.co/USYfFhPs1X

By TK Kader
More Demos Drive Learning, Iteration, and Sales
SocialNov 16, 2025

More Demos Drive Learning, Iteration, and Sales

The more demos and sales calls you get on. The more successful you’re going to be. Not just because you get more revenues (that's obvious). But because the more demos you do, the more time you are spending with your...

By TK Kader
Markup AI Secures $27M for Full Reinvention
SocialNov 16, 2025

Markup AI Secures $27M for Full Reinvention

Markup AI just raised $27M to fuel a full reinvention—fresh PE equity, debt refi, and angel participation. Matt Blumberg breaks it down on Episode 218 of The SaaS CFO Podcast 👉 https://t.co/o4rtC8sd0B #SaaS https://t.co/bd1bOMuzJm

By Ben Murray
VCs Vanish When Growth Is Steady, Not Hyper
SocialNov 15, 2025

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...

By Jason Lemkin
Depth, Not Just a GPT Wrapper, Drives Real Value
SocialNov 15, 2025

Depth, Not Just a GPT Wrapper, Drives Real Value

Grant Lee on Gamma (valued at over $2.1B) being "just a GPT wrapper": "When you think about literally only being a wraparound one model, yeah, maybe there's only a limited amount of utility or value add. But when you start...

By Lenny Rachitsky
Content Guardian Agents Ensure AI Content Stays On‑Brand, Accurate
SocialNov 15, 2025

Content Guardian Agents Ensure AI Content Stays On‑Brand, Accurate

AI is powerful—but imperfect. Matt Blumberg (CEO @ Markup AI) explains how content guardian agents keep AI-generated content on-brand, compliant, and accurate. Episode 218 of The SaaS CFO Podcast 👉 https://t.co/o4rtC8sd0B #SaaS https://t.co/RklJVLlNeL

By Ben Murray
Minority Recap Keeps Control, Majority Sells Liquidity
SocialNov 15, 2025

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...

By Michael Lyon
AI Grows, Yet Search Share Holds; Gemini, ChatGPT Lead
SocialNov 14, 2025

AI Grows, Yet Search Share Holds; Gemini, ChatGPT Lead

If you somehow missed our joint report with Datos, A Semrush Company from 2 weeks ago: - AI tools continue to grow - But they're not taking market share from traditional search - Zero-click searches continue to rise (based on...

By Rand Fishkin
Top 10 SaaS Cloud Multiples This Week
SocialNov 14, 2025

Top 10 SaaS Cloud Multiples This Week

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

By Jamin Ball
Rapid Iterations Boost CompanyResearch.ai with GPT‑5.1
SocialNov 14, 2025

Rapid Iterations Boost CompanyResearch.ai with GPT‑5.1

It's almost 3am, but I'm on a roll. UPDATE: It *was* 3am last night when I started writing this, but I (wisely) decided *not* to post this last night. Day 3 of the CompanyResearch .ai launch. Just released an update:...

By Dharmesh Shah
AI Growth Outpaces Bubble Narrative, Numbers Confirm
SocialNov 14, 2025

AI Growth Outpaces Bubble Narrative, Numbers Confirm

Everyone’s talking about the ‘AI bubble’ but the numbers say otherwise. This chart makes it obvious. Here's what everyone's missing 👇 For months we’ve seen the headlines: “Tech valuations are inflated.” “AI will crash like the dot-com era.” But the...

By Ryan Allis
Junta Explores AI Transforming Financial Services
SocialNov 14, 2025

Junta Explores AI Transforming Financial Services

This is a great interview with Junta by Josue on AI usage in Financial Services! https://lnkd.in/gd7psQE2

By Ali Ghodsi
Bootstrapped Success Beats VC: $1M Monthly Profit
SocialNov 14, 2025

Bootstrapped Success Beats VC: $1M Monthly Profit

Over the past 12 months, I spoke to more than 50 top-tier VC firms about investing in my $25M ARR SaaS company. After a full year of pitches, term sheets, and big promises... I walked away from every single one and decided...

By Adam Robinson
Magic First 30 Seconds Drives True Product Virality
SocialNov 14, 2025

Magic First 30 Seconds Drives True Product Virality

Gamma won Product Hunt 's product of the Day, Week, and Month. Signups spiked. But then they flatlined. Despite this very hard-to-achieve trifecta, they realized they didn't actually have product-market fit. So they made a bet-the-company move: go all-in on...

By Lenny Rachitsky
Spreadsheets Still Lead FP&A Software Survey
SocialNov 14, 2025

Spreadsheets Still Lead FP&A Software Survey

Any surprise here? No, not really. I listed some of the top contenders below. Survey results so far for the FP&A software category. Again, spreadsheets reign supreme, but there are many great players in this space. Some of the contenders...

By Ben Murray
AI Factories Valuations Spike with Growth Rate
SocialNov 14, 2025

AI Factories Valuations Spike with Growth Rate

This week on Clouded Judgement: AI Factories - Median software multiple: 4.8x - High Growth software median: 14.8x - Mid Growth software median: 6.5x - Low Growth software median: 3.7x - 10Y: 4.1% https://lnkd.in/g_Ua83mn

By Jamin Ball
High‑growth Software Commands ~15× Multiples Vs
SocialNov 14, 2025

High‑growth Software Commands ~15× Multiples Vs

This week on Clouded Judgement: AI Factories - Median software multiple: 4.8x - High Growth software median: 14.8x - Mid Growth software median: 6.5x - Low Growth software median: 3.7x - 10Y: 4.1% Article in next post 👇 https://t.co/VtohqmpuhR

By Jamin Ball
PE Should Look Beyond EBITDA to Sustain Growth
SocialNov 14, 2025

PE Should Look Beyond EBITDA to Sustain Growth

PE isn’t always about EBITDA—sometimes you need to break the paradigm to avoid starving the business. Great insights from Matt Blumberg (CEO, Markup AI) on Episode 218 of The SaaS CFO Podcast. Watch: https://t.co/o4rtC8sd0B #SaaS https://t.co/5JS8OOHdK2

By Ben Murray
Strategic Narratives Fail Without Long‑Term Commitment
SocialNov 14, 2025

Strategic Narratives Fail Without Long‑Term Commitment

why do shiny new strategic narratives get launched and then forgotten so quickly? and how can we avoid this (yet again)? I'm warming up to Anthony Pierri he's actually pretty nice when you get to know him and has a...

By Anna Furmanov
Microsoft Clarity: Free, Faster Alternative to Hotjar
SocialNov 14, 2025

Microsoft Clarity: Free, Faster Alternative to Hotjar

If you’re a B2B SaaS debating which user recording tool to use, just go for Microsoft Clarity. It does everything Hotjar does, but better - and it's completely free. That sounds too good to be true, but after working with...

By Wes Bush
In AI Era, GTM Becomes the Real Product
SocialNov 14, 2025

In AI Era, GTM Becomes the Real Product

From zero to $4 billion ARR (!!) - one CRO, one epic run. He figured out something about building in an AI-native world a decade before AI existed - and if you don’t understand it yet, you’re already behind. I...

By Amos Joseph
AI Maturity Hits Industry Scale, Reshapes Business and Geopolitics
SocialNov 14, 2025

AI Maturity Hits Industry Scale, Reshapes Business and Geopolitics

“AI agents running $5B in ad spend & deepfakes triggering a UN emergency meeting? 🎙️The Metrics Brothers just discussed this 313-page report from Air Street Capital - "The State of AI Report" on our most recent episode... ...this "State of...

By Ray Rike
Masterclass: Storytelling & Conflict Drive AI Category Creation
SocialNov 14, 2025

Masterclass: Storytelling & Conflict Drive AI Category Creation

I didn't want my team to publish this talk. It was too good. Should have only been for the memory of the people that went to Drive this year. But I'm also a marketer and understand the power of social...

By Dave Gerhardt
Full Money-Back Guarantee Boosts Checkout Conversions Instantly
SocialNov 14, 2025

Full Money-Back Guarantee Boosts Checkout Conversions Instantly

If you're on the FounderStack checkout page and about to leave - this pops up. After adding this, we saw an immediate increase in sales. A full money-back guarantee is an S-tier move. Let visitors know that committing is a two-way door...

By Simon Høiberg
Align Success, Support, and AI for Scalable Growth
SocialNov 14, 2025

Align Success, Support, and AI for Scalable Growth

SaasRise CEO & Founder Mastermind Recap — Week of Nov 9–13, 2025 This week on the SaasRise Masterminds, SaaS founders and leaders shared practical strategies for scaling efficiently, improving customer success and leveraging AI to streamline operations. The conversations focused...

By Ryan Allis
Add AI Agents to Any Product with Minimal Code
SocialNov 14, 2025

Add AI Agents to Any Product with Minimal Code

Arcten (@arcteninc) lets you add AI agents to your products and internal tools with just a few lines of code. Use their components or bring your own UI, data, and frameworks— Arcten handles the runtime, scaling, integration, observability, and managed RAG....

By YCombinator
Deploy Scalable AI Agents Quickly without Big Budgets
SocialNov 14, 2025

Deploy Scalable AI Agents Quickly without Big Budgets

Lua (https://t.co/cmg7JWp2xX) makes it easy to build, deploy, and scale AI agents across your entire business—without the big budget lines, consultants, or multi-year implementations. Roll out agents that are deeply integrated, measurable, and under your control. In days, not months. https://t.co/RBQPl1T0A4

By YCombinator
Lancey Automates PRs by Learning From Customer Channels
SocialNov 13, 2025

Lancey Automates PRs by Learning From Customer Channels

Lancey (@trylancey) is the multiplayer coding agent that builds what your customers want. Lancey scans your customer channels, builds an understanding of your codebase, and one-shots PRs. All in the background, without human prompting. Congrats on the launch, @_adipatel_ & @itsmeabhipatel! https://t.co/IpxLow4PtA

By YCombinator
Most Reps Prefer Inbound; Hire Outbound Specialists
SocialNov 13, 2025

Most Reps Prefer Inbound; Hire Outbound Specialists

95% of sales rep that have only done inbound ... won't start doing outbound, even if they are missing quota. Not really. They'll pretend a bit, send a few emails, but that's about it. 95% of sales reps that will do...

By Jason Lemkin
Seeking UX Feedback on AlertMouse Interface Design
SocialNov 13, 2025

Seeking UX Feedback on AlertMouse Interface Design

UX friends (and anyone who's using @alertmouse)... Does this make sense to you? Any language or layout things you'd do differently?

By Rand Fishkin
Distilling Tool-Calling Skills From Claude to Smaller Model
SocialNov 13, 2025

Distilling Tool-Calling Skills From Claude to Smaller Model

Ten months ago, DeepSeek collapsed AI training costs by 90% using distillation - transferring knowledge from larger models to smaller ones at a fraction of the cost. Distillation works like a tutor training a student : a large model teaches a...

By Tomasz Tunguz
HireGlide Instantly Surfaces Top Candidates From Applications and Network
SocialNov 13, 2025

HireGlide Instantly Surfaces Top Candidates From Applications and Network

.@HireGlide screens inbound applications to immediately surface the best candidates. If the right person has not applied for the role, it surfaces perfect-fit matches from a pre-screened network of candidates seeking roles. Congrats on the launch, @theokitsberg & @axellapira1! https://t.co/BFwpm3V7re

By YCombinator
Loyal Customers Start with a Team‑backed Culture
SocialNov 13, 2025

Loyal Customers Start with a Team‑backed Culture

If you aspire to cultivate a base of loyal customers, the first step is to establish a culture that your team truly supports and believes in. https://t.co/Js4jyb8Ker

By Tiffani Bova
Turn Scattered Data Into Optimized Customer Routes
SocialNov 13, 2025

Turn Scattered Data Into Optimized Customer Routes

https://t.co/dqTuZpyd7w is the Google Maps for customer acquisition. It finds the most optimized routes to reach your customers and turns scattered data into clear next steps. It's the all-in-one GTM and marketing tool that gives one person the power of an...

By YCombinator
Don't Claim PMF Until 12 Months of Retention
SocialNov 13, 2025

Don't Claim PMF Until 12 Months of Retention

Stop shouting "we have product-market fit!" when you've got 5 customers and 6 months in business. It's way more accurate (and honest) to say: "I have early intuition that we might have PMF, but I won't know for sure until I...

By Asia Orangio
GPT-5.1 Doubles Speed, Boosts Extraction Accuracy
SocialNov 13, 2025

GPT-5.1 Doubles Speed, Boosts Extraction Accuracy

We've been testing Box AI with GPT-5.1 for the past week to compare it to GPT-5 for enterprise content use-cases. It's a very strong upgrade from GPT-5. It's super fast, performing ~2X (or more) faster on our tests on long documents...

By Aaron Levie
ChatGPT Adds Basecamp Connector for Work Queries
SocialNov 13, 2025

ChatGPT Adds Basecamp Connector for Work Queries

Hey, look at what just showed up in ChatGPT this morning. A Basecamp connector! Now you can ask ChatGPT some Q’s about your work in Basecamp. Special thanks to the folks at @OpenAI and ChatGPT for making this happen. https://t.co/xPoSsMFSKS

By Jason Fried
GPT‑5.1 API Launch with 24‑Hour Prompt Caching
SocialNov 13, 2025

GPT‑5.1 API Launch with 24‑Hour Prompt Caching

GPT-5.1 is now available in the API. Pricing is the same as GPT-5. We are also releasing gpt-5.1-codex and gpt-5.1-codex-mini in the API, specialized for long-running coding tasks. Prompt caching now lasts up to 24 hours! Updated evals in our blog post.

By Sam Altman
Get Certified Home Appraisals in 20 Minutes
SocialNov 13, 2025

Get Certified Home Appraisals in 20 Minutes

Automax (https://t.co/h7TqSl2WHD) is the fastest way to appraise a home- accurate, compliant, and in just 20 minutes. Their mobile app analyzes 150+ features from a quick scan, and AI agents turn it into a complete valuation report signed & verified by...

By YCombinator
Build Production-Ready Voice Agents in Minutes
SocialNov 13, 2025

Build Production-Ready Voice Agents in Minutes

With @vogentai's Voice Agent Wizard, you can create an effective voice agent with just a short description. Trained on the design processes of thousands of production agents, their wizard helps you go from idea to production voice agent in minutes. https://t.co/tcT4wV3IPb

By YCombinator
Cursor AI's $2.3B Raise at 29x Suggests Cooling AI
SocialNov 13, 2025

Cursor AI's $2.3B Raise at 29x Suggests Cooling AI

. @cursor_ai just raised $2.3 billion. ... at a 29x revenue multiple. Not as "bad" as the 40x SaaS multiples of 2021.... Maybe we're not in an AI bubble? https://t.co/laqcS0YrUZ

By Nathan Latka
Cursor's 29x Valuation Suggests AI Bubble Cooling
SocialNov 13, 2025

Cursor's 29x Valuation Suggests AI Bubble Cooling

Cursor just raised at a 29x multiple. Not as crazy as the SaaS 40x multiples of 2021... We might not be in an AI bubble....

By Nathan Latka
From Fired to $17B: Turning Failure Into Fuel
SocialNov 13, 2025

From Fired to $17B: Turning Failure Into Fuel

“Startups are somewhere between completely impossible and very, very, very, very hard.” That's @parkerconrad, CEO of @Rippling, on the first episode of Long Strange Trip. Parker's got one hell of a story. Violently fired by David Sacks from Zenefits. Character assassinated in...

By Brian Halligan