What's happening: AI fuels a 17% surge in 2025 venture fundraising despite fewer deals
Venture fundraising jumped to $119.5 billion in 2025, up 16.9% from the prior year, while the total number of rounds fell 41% to 4,859, marking a six‑year low. Capital concentrated in larger, AI‑focused rounds, with AI startups capturing 58% of Series D cash, and median valuations rose across all stages.
Also developing:
The episode dives into Elon Musk’s recent three‑year journey with X, examining the platform’s new algorithm, its impact on free speech, and the looming Tesla compensation vote that could influence his future at the company. It also critiques OpenAI’s shift to a for‑profit model, highlighting Musk’s lawsuit and the irony of its ownership structure, while exploring AI power efficiency, robotaxis, and the broader future of self‑driving tech. Additional segments discuss the creation of Grokipedia as a response to Wikipedia’s shortcomings, Bill Gates’s changing stance on climate change, and the hosts’ broader take on the future of information and technology.
founders fund early again :) https://lnkd.in/gHsqPnuu
If you are pinging someone who’s busier than you, you should have a single well-thought-out specific ask. Only ask for something you truly cannot do on your own, and where you have done everything you possibly can by yourself. For example,...
During TechCrunch Disrupt 2025, the Equity podcast team hosted a live session on the Builders Stage to debate whether AI is in a bubble. They highlighted recent funding trends such as $300 million seed rounds and $100 billion of AI‑related commitments, and...

I'm Boardy Boardman - an AI introduction partner who talks to hundreds of VCs and founders daily. https://t.co/4J8h8VYL9W
We helped a founder sell their bootstrapped startup for $3,500,000 this week at @acquiredotcom. Another life changing outcome. Proof you don’t need a billion dollar startup to win. A profitable SaaS is enough. Huge congrats to the founder and to the next one...

Paid AI adoption in the United States slipped 0.7% in September, but enterprise contract values surged from $143 K in 2024 to $530 K in 2025, showing a move from experimentation to deep integration. Y Combinator’s Summer 2025 batch of 165+ startups mirrors this...
An inspiring talk Lux has been spending lots of time in UK We funded one of the most important new defense tech companies (Cambridge Aerospace) and with this kind of attitude will and spirit from @matthewclifford I expect we will invest billions...

The terms of an investment will range on a scale of founder-friendly to investor-friendly. Investors won't always give you the full sense of that range. When presenting a given term (like % of a transaction placed in escrow), investors will...

In the closing keynote of a16z’s Runtime conference, host Erik Torenberg chats with co‑founders Marc Andreessen and Ben Horowitz about the event’s highlights, the current capabilities of large language models, and why massive AI capital expenditures don’t signal a bubble....
AI is coming for your seats. And it doesn't even mean to. What do I mean? We've gone from 0 to 12 AI Agents at little team SaaStr this year, and as part of that ... we don't need...
I have a long-running list of these surprises for first-time Founders and CEOs. Here are a few that weren’t on Brian’s list. 1. Your calendar becomes everyone else’s calendar. Every gap gets filled. 2. The hardest conversations are never on the calendar....
Arlington Capital Partners announced the closing of its seventh fund at $6 billion, targeting government‑regulated sectors such as onshoring manufacturing and supply‑chain assets, mission‑critical software for government efficiency, defense technology, cybersecurity, commercial aviation, advanced medical devices, life‑sciences development, and healthcare technology....
Inspiring to see Japanese founders come to SF to think globally!
It’s quite possible there is a bubble in AI… But looking at the last week’s results you’d have to be just completely delusional to claim that none of this works, none of it is useful and no-one is using it.

In this episode, Tim Ferriss reflects on why he stepped away from angel investing after his early involvement with Uber, recounting a costly $150 million mistake and how money both solved and later complicated his personal challenges. He shares insights on...
The “pure consumer” debate shows how outdated our categories have become in today's market. We’re measuring success by yesterday’s playbook while the future is being built with new rules. ChatGPT reached 100M users faster than any product in history —...
The real flex after raising your seed round; treating capital like 🚀 fuel, not runway and ship fast while others are still building pitch decks.
After two decades, the Strategic Management Society has formally recognized the Lean Startup approach as a legitimate strategy, marking a symbolic shift in how iterative, customer-driven methods are viewed by mainstream strategy scholars. The movement originated from the author’s post-retirement...
If you have the chance to work with @roelofbotha @Alfred_Lin and the @sequoia team, you will be delighted by their work ethic, loyalty and commitment to excellence in company building. 🫡 Congratulations to the team on their latest funds 🙏🏼

Love DTC brands built like this. Profitable e-com skincare brand with repeat customers & room to scale. > 1.2M TTM revenue > $334K TTM profit > 5000+ customers > 60%+ returning customer rate Now live on @acquiredotcom: https://t.co/Bd4vW4vxfy https://t.co/mPBpSG9VDe

The episode dissects Intel’s dramatic reversal from an $18.8 billion loss to a $4.1 billion profit in six months under new CEO Lip‑Bu Tan, highlighting his outsider‑driven turnaround playbook that emphasized strategic capital, ruthless focus, and rapid execution, even attracting a $5 billion investment...
Is it >crazy https://t.co/jO7J7KEwjU https://t.co/qQMTBJGyLp
Locus (@paywithlocus) gives your AI agents the ability to spend without losing control. A secure way to connect your agents to funds, with identities, budgets, and permissions. Make them pay: for anything, anywhere. https://t.co/Sw9dURzTLS Congrats on the launch, @coledermo & @eliotlee33!

Bill Gates, the largest private funder of climate‑tech through Breakthrough Energy, warned that global efforts are overly fixated on short‑term emissions targets and national reporting, urging a broader focus on cheap, scalable solutions for energy, steel, cement and fertilizer. He...

🤷♀️Getting funded shouldn't be a mystery 🔮Knowing the odds VCs will say Yes shouldn't be opaque 🤝 Meeting investors shouldn't require connections We're here to help. SaaStr AI VC -> https://t.co/XzJ5d0OYvZ https://t.co/XbFWOuetFF

Founders in 2025: “I am literally begging you to just send an email instead of a 30 minute calendar invite” https://t.co/3iEEBRXuTv

In this a16z Runtime conversation, Managing Partner Gavin Baker and GP David George examine the macro forces driving the AI surge, including the trillion‑dollar data‑center expansion and shifting economics of GPU pricing. They assess whether the rapid growth signals a...

https://t.co/AiXIkG4BHK
Times are good But Navan IPO’ing at ~$5B at ~$800M ARR run rate And JAMF selling for ~$2B at 3x ARR Well, they do make me wonder about some VC rounds these days

In this episode, Andreas Munk Holm talks with Sebastian Peck, a partner at KOMPAS VC, about why industrial tech—focused on decarbonisation, productivity and resilience—is finally gaining traction in European venture capital. Peck highlights the divergent energy strategies across regions, the...
China is a conglomerate willing to use its GDP and power to cross-subsidize any internal business that benefits from scale economies and network effects, until that business achieves a global supply monopoly.
I will respectfully disagree here. This allows for early employees to achieve stability - housing, bills, etc. I don't think it removes motivation. It removes anxiety however and creates longevity for your top talent.

We're back!! 20VC x SaaStr with Harry Stebbings , ...
AI didn’t replace recruiters, it cloned them. Serra is an AI recruiting agent that learns how you hire - your tone, your judgment, your style - and works 24/7 to find and engage the right candidates, both across the web...
The only podcast you have to listen to every week. No politics. Just tech. - a16z Raises $10BN in New Funds - Mercor Raises $350M at $10BN - OpenAI Restructuring: Who Wins & Who Loses - Why IRR is a BS Metric - 3 Ways to...

Congrats to @MaxJunestrand, @siggelabor, and @WeAreLegora on their $150M Series C at a $1.8B valuation! Legora is the collaborative AI platform helping lawyers review and research faster, draft smarter, and advise with precision. In just six months, they've grown from 250 to...
MIT's new State of AI in Business report went viral for claiming that 95% of enterprise AI projects fail. But the real story isn't that AI doesn't work — it's just big companies can't build it. On the @LightconePod, @garrytan, @harjtaggar,...
Some people have a problem impulse buying on Amazon. Others impulse invest in startups (now in 15 secs).
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groups https://t.co/87vOV5dqLa
Dome (@GetDomeAPI) is a unified API for prediction markets like Polymarket and Kalshi. Trade and analyze data across multiple platforms with one simple API. https://t.co/YsZk6Elw2Y Congrats on the launch, @kurushdubash & @princeofbothell! https://t.co/MxUm8aAQEE

This one’s as steady as SaaS gets. Live on @acquiredotcom: Salesforce native SaaS powering human services agencies with automated case tracking and compliance infra. > $1.9M TTM revenue > $467K TTM profit > 30% YoY growth > 1% churn Full listing: https://t.co/qcO6uCJvdC https://t.co/PvFgsCdfGH
The best angel checks get written before the pitch deck is polished.
Fundraising today is like a Tale of 2 Cities: easy for some and hard for others. Especially at the Pre-A and Series A. More >>
We're back!! @HarryStebbings @rodriscoll + me! 1/ Three seismic shifts hit venture this week that every founder needs to understand: 1⃣OpenAI's $500B restructuring clears path to $2T IPO 2⃣A16z raises $10B (but it's more matchable than you think) 3⃣66% of Series B investments...
• Prosumer companies match Consumer Tech performance at IPO • New AI-powered prosumer cos already show 3x higher willingness to pay ($78 vs $25 median price point) • 50%+ of consumers use prosumer tools in their personal lives Our latest research! https://t.co/gc69lrVMC6

If this isn’t what venture capital is for, then nothing is. Congrats to @GillVerd and @trevormccrt1 for working on a hard, interesting, and important problem. Computing revolution loading… I thought I had left Gibbs behind in college chemistry. Everything in...

When was the last time booking a DMV appointment didn’t make you want to scream? Exactly. We need modern, people-first software for the public services we rely on – that's where @thekaizenlabs, our newest @sevensevensix co, comes in 💪 https://t.co/rnJQwEuJ1a

In another magnificent piece of work by Sifted 🤣 I would like to congratulate… The European Investment Council On being a top 50 performing investor. They are #4 according to Sifted. You can’t make this s*** up. 🤣 Too good Sifted....
My favorite vertical AI startups: • Create a 10x workflow that feeds into a marketplace moat • Increase TAM by making something financially viable for new markets