Social•Dec 19, 2025
Remove Mediocrity Quickly to Preserve High‑Performing Teams
A truly high performing team gets brought down by even one mediocre player The better the team, the faster you have to root the mediocre out
By Jason Lemkin
Social•Dec 19, 2025
VCs Rarely Publish “State Of” Reports Outside AI
Did any VC or LP write a "State Of" report on anything other than AI?
By Michael Eisenberg
Social•Dec 19, 2025
LLM Startup Boom Mirrors 2009 Mobile, 2003 Web
It’s the golden age for startups that turn latent LLM capability and intelligence into actual adoption Will be like working on mobile apps in 2009 or the web in 2003
By Garry Tan
Social•Dec 19, 2025
Beware: Classic Valuation Trick Still Misused
i've seen this too and it's the oldest trick in the valuation maxxer bad practice book
By Nathan Benaich
Social•Dec 19, 2025
Guard Your Focus: Turn It Into a Competitive Asset
Focus used to be a habit. Now it’s an asset that must be defended. AI constantly invites expansion. Founders who don’t guard focus end up running a portfolio instead of a company.
By Hiten Shah
Social•Dec 19, 2025
TikTok US Valued at $14B Amid Political Sale Push
The deal values TikTok U.S. at around $14 billion, a source confirmed to Axios. (ChatGPT says it’s really worth between $50 and $100B) Oracle, Silver Lake and Abu Dhabi-based MGX will collectively own 45% of the U.S. entity, which will...
By Chris Fralic
Social•Dec 18, 2025
AI-Native B2B Firms Surge, Seat‑based SaaS Lag
The Great B2B Bifurcation of 2025 Palantir +142%. HubSpot -51%. Despite the fact both businesses end the year pretty strong. Some patterns from the top 25 B2B / SaaS public companies: What's working: 🔼AI-native infrastructure (Palantir, Cloudflare, MongoDB) 🔼Mission-critical + high switching costs (CrowdStrike, Palo...
By Jason Lemkin
Social•Dec 18, 2025
2025 Portfolio Milestones Unveiled in Video Recap
Just sent a video-filled 2025 recap to our LPs. Here's a peek at a few slides highlighting portfolio cos and their milestones. https://t.co/VDqBus6eDe
By Ryan Hoover
Social•Dec 18, 2025
Top CROs Have Already Built 2026 Teams
The best CROs have mostly recruited the teams they need for 2026 already Half the job is recruiting
By Jason Lemkin
Social•Dec 18, 2025
Lux Funds Frontier; Others Waste on Quantum Hype
1000%. From my partner @Farshchi Lux funds the frontier but some people are funding really stupid shit including Quantum and Photonic compute (photonic interconnect and data relay makes good sense, not compute) nor data centers in space for terrestrial use
By Josh Wolfe
Social•Dec 18, 2025
Thiel’s Kind Dismissal Leads to SpaceX’s Biggest Bet
"Peter Thiel fired Elon Musk. Be -- he was kind about it. And he left Elon with all his economics (12% of PayPal). Be kind. He did what he had to do, but he was kind. And then Elon...
By Jason Lemkin
Social•Dec 18, 2025
Shopify Subscription App Generates Predictable $30K Monthly Profit
Recurring revenue is king. Live on @acquiredotcom: Shopify subscription app helping merchants turn one-time buyers into predictable monthly revenue. > $29K ARR > $32K TTM revenue > $30K TTM profit > 190 paying merchants Full listing: https://t.co/zCumfIm8mD https://t.co/wYOQ3FwbAz
By Andrew Gazdecki
Social•Dec 18, 2025
Product Strength Beats Capital as True Business Bludgeon
Capital is not a bludgeon The best product is the bludgeon
By Garry Tan
Social•Dec 18, 2025
Truth Social Merges with Billion‑dollar Fusion Startup TAE Technologies
Meanwhile in M&A, TRUTH SOCIAL (last 12 months $400M losses) is merging with TAE Technologies - a fusion power company - that has raised over $1B betting on a beam-driven field‑reversed configuration (FRC), where high-energy neutral particle beams sustain...
By Chris Fralic
Social•Dec 18, 2025
VCs Fuel Silicon Valley's Aggressive Startup Roll‑up Wave
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm https://t.co/isY66sgWKh
By Eric Newcomer
Social•Dec 18, 2025
LPs Concentrate, Co‑invest Rises; Small Funds Must Differentiate
ICYMI: Re-sharing Dan Gray's badass survey on the state of fundraising👇. He puts data behind how the current fundraising low wasn't just a "hard year" for smaller funds, but a structural shift in LPs changing behavior. Key takeaways from 48...
By Beezer Clarkson
Social•Dec 18, 2025
World Models Poised to Rival LLMs, General Intuition Leads
World models will be as important as LLM's. Next big market and General Intuition has the best data set for this...
By Vinod Khosla
Social•Dec 18, 2025
CFO Insights Signal Accelerating Finance Stack Growth
When the CFOs speak, I listen - gotta love real talk from the people actually building modern finance stacks. Here's a supercut from a year's worth of insights on Run the Numbers, with special shoutout to Brex . I expect...
By CJ Gustafson
Social•Dec 18, 2025
Scale Faster: Hire Leaders Better Than Yourself
How do founders that have never done it before scale to $10m, $100m, $1B in ARR? They hire people better than them This is the mistake most Stretch VPs make. They don’t hire folks better & later more experienced than...
By Jason Lemkin
Social•Dec 18, 2025
Trump Media's $6B Fusion Deal Signals Struggling Tech
Trump Media to Merge With Fusion Energy Firm in $6 Billion Deal. Technologies that cannot make it on their own partner with a Trump entity? Happened in critical minerals (MP materials / Vulcan), in batteries (50% in Mitra Chem for...
By Vinod Khosla
Social•Dec 18, 2025
Tech Titans, Mega Funding, and AI Disruption Weekly
The only podcast you have to listen to every week. No politics. Just tech. - Will SpaceX IPO for $1.5TRN - Will Cursor Kill Figma - Lightspeed Raises $9BN - OpenAI: Disney’s $1BN Investment & New CRO Spotify 👉 https://t.co/kSlARc4lQP Youtube 👉 https://t.co/GUg2n68etS Apple Podcasts 👉 https://t.co/osOaTumZQS My 6...
By Harry Stebbings
Social•Dec 18, 2025
Start Building Today for a 2026 Exit
2026 might feel far away but exits don’t happen overnight. Most founders who sell in 2026 start preparing now. Not because they’re desperate but because they want options. You don’t need to rush and you don’t need to sell tomorrow. Just build...
By Andrew Gazdecki
Social•Dec 18, 2025
Mercury CEO Immad Akhund Live for Startup Q&A
Immad Akhund @immad - CEO / co-founder of Mercury is live answering startup questions now. Ask yours in the comments here: https://t.co/EkZAmrfjOS
By Elizabeth Yin
Social•Dec 17, 2025
Patience Finds Buyer, Speed Closes Deal
He sold SwiftNet in 30 days on @acquiredotcom. After months of calls that went nowhere, Nikita Danilov finally met the right buyer. His secret? > Patience in finding the right buyer > Speed once aligned Don’t rush the process. But when it’s time, move...
By Andrew Gazdecki
Social•Dec 17, 2025
Private Cap Tables Are Riddled with Unnecessary Inefficiency
There’s soooo much inefficiency in private company cap tables. Sometimes it’s a feature but for most stakeholders it’s not.
By Ryan Hoover
Social•Dec 17, 2025
Seek Evidence, Not Consensus, to Shrink Startup Risk
Founders often wait for consensus when they should be waiting for evidence. Agreement feels safer, but it does not reduce risk. Evidence does. Risk shrinks fastest when opinions are forced to meet the real world.
By Hiten Shah
Social•Dec 17, 2025
Celebrating Excellence at Clarity Pediatrics
Go go Clarity Pediatrics
By Hunter Walk
Social•Dec 17, 2025
Live in 10: 24‑Hour Startup Advice Hotline Launch
I am going live in 10 minutes to kick off our 24 hour startup advice hotline. We have some amazing mentors joining us to help founders navigate sticky situations. Join here: https://lnkd.in/g2parB8i
By Elizabeth Yin
Social•Dec 17, 2025
Ask Tara Viswanathan: Startup Success and Building America
On the 24 hour startup advice hotline, our first guest will be @TaraViswanathan who sold her company Rupa Health for a ton of $$$ & is starting a new co to help America build. What should I ask her? (Join...
By Elizabeth Yin
Social•Dec 17, 2025
Fix Fundamentals Early; Growth Won’t Hide Inefficiencies Later
Growth hides inefficiency the way adrenaline hides pain. It feels good while it lasts. When growth slows, everything surfaces at once. Teams that fix fundamentals early experience fewer emergencies later.
By Hiten Shah
Social•Dec 17, 2025
Narrative Gives Meaning to Shipping; Otherwise It's Noise
Shipping answers the question “what changed.” Narrative answers “why this matters.” Without the second, the first just feels like noise.
By Hiten Shah
Social•Dec 17, 2025
Founders Must Prioritize Distribution over Product Alone
Founders who are not focused on building distribution: https://t.co/XypSD04aLJ
By Andrew Gazdecki
Social•Dec 17, 2025
Highlight Unique B2C Strengths to Secure Better Sale
A key aspect of marketing a B2C software company is helping prospective buyers/investors evaluate the asset on its own merits instead of against the backdrop of B2B software. Unfortunately, B2C software businesses usually don't receive the same caliber of treatment...
By Michael Lyon
Social•Dec 17, 2025
Secondary SPVs Available for Top Late‑Stage Pre‑IPO Deals
Hey Chris, We’re actively syndicating secondary SPVs in Polymarket, xAI, SpaceX, Anduril, and Kraken alongside a broader basket of late-stage names. Flagging in case you’re spending time on late-stage, high-growth, pre-IPO opportunities. Happy to connect later this week or next to share...
By Chris Fralic
Social•Dec 17, 2025
Winning Mindset: Growth Equity Meets Marathon Drive
What do growth equity and the NYC Marathon have in common? JMI Equity 's own Larry Contrella proves it takes the same innate drive and competitive streak to succeed at either. Tune in to tomorrow's Run the Numbers to learn...
By CJ Gustafson
Social•Dec 17, 2025
Waymo Leads Global Robotaxi Fleet, Poised for IPO
Not an investor but I think Waymo will be a successful IPO if and when it does It quietly has the most robotaxis of any company around the world https://t.co/CzXsOB6viz
By Josh Wolfe
Social•Dec 17, 2025
No Perfect Moment—Stop Waiting, Start Building Now
There's never going to be a perfect time to build a startup. Please stop waiting and start building.
By Andrew Gazdecki
Social•Dec 17, 2025
US Capitalists Prioritize Value, UK Chairs Chase Titles
American capitalists that care about value creation vs. UK chairmans who care about their career? Becoming knighted? The governance is f***** up on UK PLCs. If they do not bring @TSMonzo back they will lose the $5BN he gained for them.
By Harry Stebbings
Social•Dec 17, 2025
Founders Must Lead in AI's Disruptive Era
One CEO I have insane respect for is Daniel Dines, CEO of UiPath. After the better part of two decades — and it taking 10 years to get the first $1m ARR (!) — he stepped down as CEO, a billionaire,...
By Jason Lemkin
Social•Dec 17, 2025
Hidden Startup Jobs via A16z Speedrun Referrals
for folks thinking about a new thing in 2026: we want to find you a job at a startup -- we’ve invested in >250 companies so far via a16z speedrun. I’ve spent time with all of the founders: I’m betting (literally)...
By Andrew Chen
Social•Dec 16, 2025
Proprietary AI Keeps Pricing Power Despite Cheaper Open‑Source Alternatives
Despite open-source AI models being 10-100x cheaper, proprietary providers haven’t lost pricing power. OpenRouter’s data reveals a market splitting in two. Over the last year, open-source models’ market share has remained stable around 22-25%, briefly spiking to 35% during the explosive...
By Tomasz Tunguz
Social•Dec 16, 2025
Governance Saves Startups From Post‑funding Mishaps
We see this kind of thing from time to time before seed/VC funding — but it should never happen after fund raising Which is why governance is so critical for startups — you can avoid 100% of these self inflicted...
By Jason Calacanis
Social•Dec 16, 2025
Emerging VC Funds Operate Like Startups, Needing Go‑to‑market and Fundraising
Emerging fund VCs are much more akin to startups than to other VCs. Both have to figure out go-to-market and how to bring money in the door.
By Elizabeth Yin
Social•Dec 16, 2025
Seeking B2B AI Talent for $10k MRR Role
I'd like to add someone to help me with @saastrfund This is primarily an in-bound venture role, and a chance to learn If you know what the best looks like at $10k MRR in B2B+AI, email me
By Jason Lemkin
Social•Dec 16, 2025
Rainbow's Class F Token‑Equity Model Launches Presale
I'm stoked about the innovative token/equity alignment @rainbowdotme (776 co) is pioneering w/ their Class F structure 👏 $RNBW presale is live thru Dec 18th US folks: https://t.co/iU1W0GicNg Rest of world: https://t.co/I88ezq4fnT
By Alexis Ohanian
Social•Dec 16, 2025
Catch the Hustle Fund 24‑Hour Livestream—One Hour Only
Joining the Hustle Fund crew’s 24 hour livestream (only for an hour, thank god). Here’s the schedule. Join me. :) https://t.co/hflDlAnt4y https://t.co/XBGEIpb78R
By Ryan Hoover
Social•Dec 16, 2025
AI SaaS Turns Sermons Into Multi‑Channel Content, Thriving
SaaS for churches is wildly underrated. Live on @acquiredotcom: AI platform that turns a Sunday sermon into a full week of social posts, clips, emails, and discussion prompts. $275K TTM revenue $120K TTM profit 375% YoY growth Full listing: https://t.co/uXWpOoEZLT https://t.co/6dtcnsYY9i
By Andrew Gazdecki
Social•Dec 16, 2025
Decision Owners Drive Speed; Committees Kill Execution
Speed emerges when decisions have owners. It disappears when decisions have committees. Team size and sign-off count quietly define your execution ceiling.
By Hiten Shah
Social•Dec 16, 2025
Build Anywhere, Yet Spend Months in SF for Network
I think you can build a large tech startup from literally anywhere in the world. At the same time, I still think it is valuable to spend at least a few months in San Francisco to build network.
By Elizabeth Yin
Social•Dec 16, 2025
Get Real-Time Founder Advice Before Decisions Harden
Most advice fails for a simple reason. It shows up too late. By the time founders ask for help, the decision has already hardened. Positions are entrenched. Narratives are locked. The cost of being wrong has gone up. Uncapped Notes Live is designed...
By Hiten Shah