Social•Mar 1, 2026
Bootstrapped SaaS Thrives on Trust, Not Code
Gah such a great take. I don’t invest in large SaaS plays, but on the micro end, especially for bootstrapped founders, it’s still a fantastic place to build.
By Travis Jamison
Social•Feb 27, 2026
OpenAI and VCs Will Fill Military AI Void
If anthropic doesn’t want to do military tech, you can be sure that OpenAI (or another foundational model), will bend over backwards to provide whatever the department of war wants. And the department of war/defense doesn’t need to accept any...
By Jason Calacanis
Social•Feb 27, 2026
Early Bets Win; Amazon’s Late Entry Costs Billions
Early positioning beats late capital every time. Amazon just invested $50 billion in OpenAI for 6 percent ownership and distribution rights. Microsoft invested $13.8 billion starting in 2019 and owns 23.5 percent with exclusive IP, revenue sharing, and API control locked through...
By Hiten Shah
Social•Feb 27, 2026
Prioritize Growth and Brand Over Early Profit
Profitability shouldn't always be the primary goal in the early stages. Sometimes, investing in growth, user experience, and brand reputation is more important than immediate profits. Play the long game. ✨
By Gale Wilkinson
Social•Feb 27, 2026
Company Secures Record Private Funding Amid Cofounder Lawsuit
Remarkable that a company raises largest private round ever, while in the midst of being sued by a cofounder who also happens to be the world' richest man.
By Dan Primack
Social•Feb 27, 2026
Efficiency Revolution: Companies Will Trim Workforce by Half
Could you operate your company with half the people? Jack Dorsey’s announcement yesterday, reducing Block’s headcount from 10,000 to 6,000, should provoke this question in every management team. The stock surged 24%. Dorsey’s memo framed it as inevitable : > Within the...
By Tomasz Tunguz
Social•Feb 27, 2026
OpenAI's Record Funding Rattles AI Giants and Software Stocks
There's a new kingmaker in AI... OpenAI raises the largest private funding round in history and two of the biggest backers ($NVDA and $AMZN) are down to flat today. Meanwhile a blog post from Anthropic sends software stocks swinging
By Deirdre Bosa
Social•Feb 27, 2026
Storytelling Beats Metrics in Early-Stage Fundraising
Metrics matter. But in early-stage fundraising? Storytelling matters more. In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why vision + narrative win investor conviction. Listen here 👇 YouTube: https://t.co/BnQYh8fzzR #SaaS #Fundraising #Startups https://t.co/zRSXoqqM2z
By Ben Murray
Social•Feb 27, 2026
Ask Rejected Investors for Immediate Feedback to Refine Pitch
Seek feedback from investors who pass on your pitch. In fact, ask for feedback right there on the call (much easier than trying to get it via email later). Use it to improve your approach and strengthen your next presentation. Constructive...
By Gale Wilkinson
Social•Feb 27, 2026
LLM Boom to Yield $10B Profit by 2031
Can someone make me an analysis for the jcurve being created by LLMs and supporting companies (data centers)… which should be $250b today… Assume $250b more invested over next 4 years Then assume $10b in profits in 2031 and 50%...
By Jason Calacanis
Social•Feb 27, 2026
Watch Webinar Linking Top 100 Biotech VCs Insights
Here's the link to watch yesterday's webinar on venture capital, a companion to this year's top 100 biotech VCs list with @ChrisDoko Lots of positive feedback here. Post your thoughts. https://t.co/c16y04mFsD
By John Carroll
Social•Feb 27, 2026
OpenAI Poised for $10 B Infusion, $850 B Valuation
As noted in Axios Pro Rata: OpenAI expected to add another $10 billion to the round, which would bring it to $120b at an $850b post-money valuation. Would be from sovereigns and other fin investors (including existings). https://t.co/xDMSkiZRiR
By Dan Primack
Social•Feb 27, 2026
OpenAI Secures $110B Funding, Targets $600B Compute
With backing from Amazon, Nvidia, Softbank -> OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each $600B -> "OpenAI has been telling investors that...
By Glenn Gabe
Social•Feb 26, 2026
Big Seed Rounds Aren’t Irrational, They Reflect
A mini rant about seed VC models and pricing. Seed VC's lament that rounds have gotten so big and varied and there is no definition of a seed round anymore. They tend to suggest this is a signal of irrational...
By Rob Go
Social•Feb 26, 2026
Tencent Pulls Funding as Highguard Misses Launch Targets
Bloomberg reports that Highguard devs thought they had more runway but Tencent seemingly pulled funding when it failed to hit launch goals.
By Ethan Gach