Venture Capital Blogs and Articles

20VC Newsletter - 26th October 2025
BlogOct 26, 2025

20VC Newsletter - 26th October 2025

20VC’s latest newsletter synthesizes three interviews with practical takeaways for founders and investors: Deel CEO Alex Bouaziz laid out a repeatable M&A playbook that rebuilds frontends in months and full backends to hit product scale in about nine months (vs....

By Harry Stebbings
Product-Market Fit Is No Longer Static
BlogOct 23, 2025

Product-Market Fit Is No Longer Static

Venture investor Tomasz Tunguz argues product-market fit (PMF) is no longer a one-time milestone but a continuous condition because rapid advances in AI are constantly reshaping customer needs and technical possibilities. He points to firms that lost PMF between 2021–2024,...

By Tomasz Tunguz
The Bear Roars: Dan and Brad
BlogOct 21, 2025

The Bear Roars: Dan and Brad

On The Bear Roars podcast, Dan Caruso and guest explored how advances in AI, quantum computing and robotics are reshaping not just technology but learning, leadership and collaboration, with a central claim that equitable access — broadband, curiosity and freedom...

By Brad Feld
The Forecast Model Every Startup Needs (with Free Template). | VC & Startup Jobs.
BlogOct 21, 2025

The Forecast Model Every Startup Needs (with Free Template). | VC & Startup Jobs.

A simple, reusable financial forecast model — with a free Google Sheets template — is presented as essential for startups to project cash flow, prioritize spending, and guide fundraising and hiring decisions. The model focuses on five core sections: customer...

By Sahil S
20VC Newsletter - 19th October 2025
BlogOct 19, 2025

20VC Newsletter - 19th October 2025

The 20VC newsletter (Oct. 19, 2025) distills three podcast episodes featuring Atlassian CEO Mike Cannon‑Brookes, investors Rory O’Driscoll, Jason Lemkin and Roger Ehrenberg, and Warp CEO Zach Lloyd, highlighting how AI will expand software development, reshape pricing models, and leave...

By Harry Stebbings
How Founders Should Think About Runway: A Guide From Sequoia Capital
BlogOct 14, 2025

How Founders Should Think About Runway: A Guide From Sequoia Capital

Sequoia Capital published guidance urging founders to treat runway as a dynamic strategic metric, not just cash divided by burn, recommending use of net cash (cash minus drawn debt) and monthly cash burn (cash in minus cash out) to get...

By Sahil S
The Data Pendulum Swings to Consolidation
BlogOct 14, 2025

The Data Pendulum Swings to Consolidation

Fivetran and dbt Labs have announced a merger in an all-stock deal, creating a combined entity with an anticipated annual recurring revenue (ARR) nearing $600 million, signaling a strategic shift towards consolidation in the data infrastructure market. This merger reflects...

By Tomasz Tunguz
20VC Newsletter - 12th October 2025
BlogOct 12, 2025

20VC Newsletter - 12th October 2025

Here are the transcripts and top takeaways from 20VC episodes released this last week.

By Harry Stebbings
Is Token Consumption Growth Slowing Down?
BlogOct 10, 2025

Is Token Consumption Growth Slowing Down?

Philip Schmid dropped an astounding figure1 yesterday about Google’s AI scale : 1,300 trillion tokens per month (1.3 quadrillion - first time I’ve ever used that unit!). Now that we have three data points on Google’s token processing, we can chart...

By Tomasz Tunguz
How Saboteurs Threaten Innovation–And What to Do About It
BlogOct 8, 2024

How Saboteurs Threaten Innovation–And What to Do About It

The article warns that incumbents—from Fortune 500 companies to entrenched government contractors—routinely sabotage startups and internal innovators through tactics ranging from patent lawsuits and procurement protests to budget strangulation, pre‑announcements and strategic acquisitions. AStartup founder cited faces roughly $500,000 in...

By Steve Blank