Social•Dec 27, 2025
Tech Tax Could Disperse Startups Beyond California
Ro mistakes this for a big tech tax But over a decade all of big tech won’t start in CA anymore because little tech, the startups, will start in all the other states If you want to kill the golden goose of tech this is what it looks like
By Garry Tan
Social•Dec 26, 2025
Mediocre VP Breeds a Cascade of Weak Hires
When you get tired, and settle on a mediocre VP You also settle on their 10-15 mediocre hires to come
By Jason Lemkin
Social•Dec 26, 2025
Multiple LOIs Create Auction, Maximize Exit Value
If you want a premium exit, you can’t rely on one "perfect" suitor. One buyer means no buyers. You need leverage and leverage comes from competition. To get the deal you want, the funnel usually looks like this: > 100 NDAs signed >...
By Andrew Gazdecki
Social•Dec 25, 2025
Early Investors McCauley and GarageCapital Celebrate Groq Success
One of the unsung winners from the $20B Groq deal: @mmccauley and @GarageCapital. They invested in the first round and several since. Incredibly kind, incredibly humble, incredible investors. Always great to see the good guys win.
By Seth Bannon
Social•Dec 25, 2025
Invest in Key Startups for Pre‑IPO M&A Premium
Groq is a reminder that "important" startups can get a massive premium in M&A It all normalizes at IPO, more or less Valuations then are based on revenue, growth and profits But for venture, investing in important startups can lead to massive outcomes...
By Jason Lemkin
Social•Dec 25, 2025
Attend Few Key Events, Build Relationships Regularly
My rough advice for events, having produced many of them, with lots of data: - Go to 2 of the top events in your industry each year - Go to 2 local meet-ups, dinners, etc. in your industry each month...
By Jason Lemkin
Social•Dec 25, 2025
AI Chip Startups Falter Against Nvidia, Even With Gov Ties
there’s another “only in America” episode to be written around the outcomes of Groq and Graphcore similar thesis that new silicon needed to power ai breakthroughs neither hit rev scale to continue on their own vs nvidia/tpu but one had pro-tech...
By Nathan Benaich
Social•Dec 24, 2025
From TPU Founder to Nvidia: A Decade of Gratitude
Taken Sep 1, 2016 when @JonathanRoss321 convinced me we could take on the giants, build new silicon and that AI was coming. In typical SV fashion, we didn’t even have a company yet - just a term sheet from me...
By Chamath Palihapitiya
Social•Dec 24, 2025
Rapid Productivity Boom Threatens Wealth Concentration, Requires Early Action
How concentrated do you think the wealth generation will be ? What do you see as second order social implications of productivity hyper-acceleration? If we don’t address the issues you anticipate now, before it happens, I don’t know that it’s...
By Mark Cuban
Social•Dec 24, 2025
Cold Emailing VCs Succeeds at Seed Stage
Yes, cold email to VCs works. Especially at Seed and earlier -> https://t.co/ibiQ9FIQyV
By Jason Lemkin
Social•Dec 24, 2025
Finalizing 50mm Round; Request Overview Before Allocation
Signing Out on this Outreach Hi Christopher, We’re finalizing this stage of the 50mm round - would a brief overview be helpful before we lock in this phase of allocation?
By Chris Fralic
Social•Dec 24, 2025
Profitable Startups Hold Real Acquisition Leverage in 2026
If you are a profitable startup, you have the only leverage that actually matters in an acquisition in 2026. You don't need to sell. This means you can walk away from bad terms or lowball offers without hesitating. Buyers can smell...
By Andrew Gazdecki
Social•Dec 23, 2025
AI Strategy Boosts SaaStr Growth From -19% to +47%
From -19% to +47% growth over the course of 2025. Here's how we turned SaaStr's traffic (and SaaStr itself) around in 12 months: 📉Through April 2025, we were down 19% in active users, 22% in views. The slow bleed every B2B...
By Jason Lemkin
Social•Dec 23, 2025
Each Crisis Is Unique; Wall Street Fees Fuel Trouble
Why some economic crises are not like the others… In this TWiST highlight, I break down how the Dot Com Bubble was nothing like the “Great Recession” of 2008, and ALSO totally distinct from the Silicon Valley banking crisis of...
By Jason Calacanis
Social•Dec 23, 2025
Zero‑Return Public Markets Forecast, Yet Investing Still Essential
"Will the public markets return ... 0% over the next decade? Apollo says so. Even so, we probably have to keep investing." The latest with @rodriscoll @HarryStebbings + me https://t.co/rAgT9714X8
By Jason Lemkin
Social•Dec 23, 2025
Cold Email Investment Fuels Drone Pivot to Defense Giants
We backed @flybyrobotics via a cold inbound email. They built drone delivery for Yale campus students. Since then COVID crushed their plans and they pivoted. They’re now selling US-made drones to Palantir, US Marine Corps, and others. And now this…
By Ryan Hoover
Social•Dec 23, 2025
2025 Predictions: Strong IPO Surge, Google Leads AI
Every year I make a list of predictions & score the previous year’s. You can find my 10 Predictions for 2026 here. 2025 was a good year : I scored 7.85 out of 10. 1. The IPO market rips. Score...
By Tomasz Tunguz
Social•Dec 23, 2025
US Defense Won’t Trust Chinese Drone Maker, VCs Realize
one of the reasons VCs passed on Shield AI in 2015 was "won't DJI just do this?" We said you're crazy if you believe the US gov/military is going to rely longterm on a Chinese company for NatSec. https://lnkd.in/gcpRNMnA
By Hunter Walk
Social•Dec 23, 2025
Keep Growing During Due Diligence, Don't Stall Valuation
Common deal killer I see at @acquiredotcom? Stalled growth during due diligence. When you decide to sell your startup, it’s tempting to shift 100% of your focus to the deal. You stop shipping features. You pause marketing. You start mentally checking out. But buyers...
By Andrew Gazdecki
Social•Dec 23, 2025
Parallel Due Diligence Compresses Timeline and Boosts Competition
How long should due diligence take? Ad hoc diligence begins Day One of a process, but the detailed, confirmatory diligence right before closing the deal should last roughly 3-4 weeks (assuming you run a tightly controlled process). If it were...
By Michael Lyon
Social•Dec 22, 2025
AI Agents Will Outprice Human Labor by 2026
11 Predictions for 2026 Every year I make a list of predictions & score last year’s predictions. 2025 was a good year : I scored 7.85 out of 10. Here are my predictions for 2026 : 1. Businesses pay more for AI agents...
By Tomasz Tunguz
Social•Dec 22, 2025
Freemium AI Conversions Hover Around 2%—Scale Requires Tens of Millions.
The AI Freemium Math is Brutal — But It Works at Scale 1⃣ChatGPT: 800M users → 15M paid (2%) → $20B ARR 2⃣Gemini: 650M users → Est. 2-3% → Part of Google 3⃣Claude: 30M users → Heavy API/Enterprise → $5B ARR 4⃣Perplexity: 30M users...
By Jason Lemkin
Social•Dec 22, 2025
2026 IPO Boom Falters From the Start
The 2026 IPO Boom Is Already Off to a Bad Start https://t.co/f7BR2zMb0I
By Eric Newcomer
Social•Dec 22, 2025
Life After a Game‑Changing Exit: Founder Stories
Founders after a life changing exit on @acquiredotcom: https://t.co/SgKWPn5gwQ
By Andrew Gazdecki
Social•Dec 22, 2025
Free 7-Day Access to Molly Graham’s Leadership Essays
Molly Graham 's excellent collection of leadership, operations, and startup advice is changing a little. All new essays will be freely available for seven days, then they go behind a subscription plan where you get everything, forever. i've shared many...
By Hunter Walk
Social•Dec 22, 2025
AI Unifies Marketing, Sales, and Support Into One Agent
"AI is converging marketing, sales & support. They are becoming 1 AI agent. Not 10 different pre-AI SaaS products. In fact, it's already happening in e-commerce." The latest with @rodriscoll @HarryStebbings + me https://t.co/Uhpain34qX
By Jason Lemkin
Social•Dec 22, 2025
Vision Obsession Masks Avoidance of Concrete Details
Founders who obsess over vision usually do it to avoid specifics.
By Hiten Shah
Social•Dec 22, 2025
From Skepticism to Success: Truemed Proves Its Worth
I was wrong about Truemed. When Justin first told me about his new co, I was skeptical brands would adopt a new payment solution. ~3 years later, it’s definitely working. Thankfully we bet on him. :)
By Ryan Hoover
Social•Dec 22, 2025
Show the Incentive, See the Outcome.
“Show me the incentive and I’ll show you the outcome…” https://t.co/QJAbUuo9bc
By Chamath Palihapitiya
Social•Dec 22, 2025
Blueprint: Build a Hot AI Startup to IPO
-> https://t.co/NlPWFTrkQ8 is getting there - Found hot AI startup - Pick top accelerator - Poach from other AI start-ups - Build to Series A, IPO, and ... beyond https://t.co/2tS4gKNkhp
By Jason Lemkin
Social•Dec 22, 2025
2025 Winners Revealed, 2026 Tech Stock Predictions Unveiled
2025 was a crazy year. 2026 will be even less predictable. So at 20VC we thought it was time for @jasonlk, @rodriscoll to do a very special “20VC Big Fat Quiz of the Year”. For 2025: - Best Founder of the Year -...
By Harry Stebbings
Social•Dec 22, 2025
Learning Shows When Teams Adapt: Design Pressure, Own Outcomes
The fastest way to tell whether a team is learning is to look for moments where someone had to revise their view because reality contradicted it. If those moments are rare, the system is insulated. It may be busy, but it...
By Hiten Shah
Social•Dec 22, 2025
Selling Frees Founders to Focus on Design Passion
Selling a business doesn’t mean walking away. Jamm Designs (@jammdotco) sold to a buyer on @acquiredotcom who could scale the business so the founders could focus on what they loved: design. First acquisition with lots of unknowns and having the right advisor...
By Andrew Gazdecki
Social•Dec 21, 2025
More Expensive LLMs Aren’t Always the Better Choice
There are times when the very latest LLM is the best, and there are times when the most expensive LLM is the best. And there are times when it isn't. We've run 2,700 VC Pitch Decks through SaaStr AI VC so I...
By Jason Lemkin
Social•Dec 21, 2025
Influence Extends Beyond Formal Reporting Lines
Org Charts Are Funhouse Mirrors Because Span of Influence is Not Limited to Span of Control https://lnkd.in/g_yhV_mK
By Hunter Walk
Social•Dec 21, 2025
VCs Gain IPO Gold While Consumers Miss Gains
"All the leaders from SpaceX to Stripe to Anthropic to Databricks waiting to IPO is the gift of a lifetime to venture capital. Yes, the consumers have been protected from bad news. But they've also been blocked from all the massive appreciation."...
By Jason Lemkin
Social•Dec 21, 2025
Deep Customer Insight Gets Punished by Organizational Incentives
One more layer that’s worth naming. Even when teams talk to customers with good intent, most companies structurally make understanding hard to sustain. The incentives quietly punish it. Deep understanding creates friction. It slows momentum and introduces ambiguity right when leadership wants certainty. So...
By Hiten Shah
Social•Dec 21, 2025
Shield AI’s V‑BAT Survives Jamming, Executes 35+ Missions
"On the frontlines in Ukraine, Russian jammers intersect communications and radio signals, leading drones to veer off course or even fall from the sky and crash. Many U.S. drones haven’t been able to perform. But after an eight-month iteration period...
By Hunter Walk
Social•Dec 21, 2025
Founder Cashes Out at Peak to Fund New Venture
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
By Andrew Gazdecki
Social•Dec 21, 2025
VC Firm Publishes Complete Data on All Portfolio Startups
We're the most transparent in VC in history. So we're sharing full information on all the startups we've backed. Investment size, valuations, current revenues, everything. Including for startups still in stealth. https://t.co/fD3p3Tdaux
By Seth Bannon
Social•Dec 20, 2025
Agency, Not Tools, Drives Real Impact
Agency is the scarce resource. Tools are abundant. Information is cheap. Coordination is easy. None of that changes reality by itself. Agency does. Agency is deciding when there is no proof, acting when outcomes are unclear, and remaining accountable after the result shows...
By Hiten Shah
Social•Dec 20, 2025
Founders Fail When They Skip Understanding Market Needs
"Make something people want" sounds obvious, but not doing it is the most common mistake founders make. I explained why I made it in the essay where I coined the term. I didn't understand the market I was building for,...
By Paul Graham
Social•Dec 20, 2025
Competitor's Domain Grab Reveals Fear and Amateurism
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...
By Paul Graham
Social•Dec 19, 2025
Future AI Millionaires Earn Equity, Not Founders' Shares
The AI Wealth Machine is like nothing we have ever seen before. 🔎Nvidia has created ~27,000 millionaires. 78% of employees. Half worth $25M+. Jensen Huang: "I've created more billionaires on my management team than any CEO in the world." 💥OpenAI is catching...
By Jason Lemkin
Social•Dec 19, 2025
AI B2B Takes Off in 2026 After 2025 Foundations
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...
By Jason Lemkin
Social•Dec 19, 2025
SpaceX's $1.5T IPO: Who Will Fund It?
"The SpaceX IPO at $1.5 Trillion 1⃣Who will buy? 2⃣Could the valuation get walked back? 3⃣ Will the Big Vision justify it? 4⃣Could Google anchor the IPO for $10B+?" The latest with @rodriscoll @HarryStebbings + me https://t.co/YBJayKYQrp
By Jason Lemkin
Social•Dec 19, 2025
From CFO to Creator: Building Mostly Media
The tables have turned... my friend and fellow creator Paul Stansik at ParkerGale Capital interviewed me on my business. How did I go from CFO to guy who creates stuff online? And is it worth it? We cover the origins...
By CJ Gustafson
Social•Dec 19, 2025
Organize Diligence and Keep Competition to Prevent Retrades
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....
By Michael Lyon
Social•Dec 19, 2025
Unified AI Regulation Needed to Shield Small Startups
America doesn’t win by making every startup navigate 50+ regulatory regimes. Fragmented AI rules become a moat helping big tech only. A coherent federal framework is how you protect safety and keep US AI advancing. This EO is a meaningful...
By Garry Tan
Social•Dec 19, 2025
Founders' Decision Speed Limits Startup Growth, AI Highlights
Every startup eventually hits the same wall. The company can only move at the speed the founder is willing to make irreversible decisions. AI exposes this because everything else can move instantly.
By Hiten Shah