Social•Dec 12, 2025
When Demand Overflows: Market Pull Overwhelms Supply
Extreme market pull is when you really don't have to do much to get customers. You just need to fulfill their demand. You are so overwhelmed with customers that you can't even fulfill everyone's demand.
By Elizabeth Yin
Social•Dec 12, 2025
Relentless Founder Jamie Overcomes Early Hurdles, Thrives
Yes we are - and you can hear some of his amazing stories and insights including some from an early investor (me) who gets some coverage in his book about that time Jamie said he had other investors coming in...
By Chris Fralic
Social•Dec 12, 2025
Student Startup Turns AI Glasses Into Accessibility Revolution
🚀 Proud moment spotlighting two of our incredible students, Henry Fox and Henry Warren , and their USC Jimmy Iovine and Andre Young Academy born startup Seeing Is Everyone’s Right (S‑I‑E‑R), the creators of Sidekick, a clip‑on AI smart glasses...
By Tina Sharkey
Social•Dec 12, 2025
Wealthfront’s 17‑Year Pivot to Cash Banking Yields IPO
Wealthfront IPO'd today at $2.6B 🎉 The 17-year journey: 2008: Founded as "kaChing" 2014: Peak at $700M valuation 2018: Down round to $500M 😬 2022: $1.4B UBS deal collapses 2025: IPO @ $14/share, $485M raised The pivot that saved them? Cash accounts now drive 75% of...
By Jason Lemkin
Social•Dec 12, 2025
Product‑Market Fit Is a Spectrum, Not a Binary
I think the problem with product market fit is that it's actually a spectrum. When people say that you know if you have it, that's only when you have extreme market pull. But there are plenty of products that can...
By Elizabeth Yin
Social•Dec 12, 2025
Founders Must Prioritize Distribution From Day One
Founders realizing they need to work on distribution from day 1: https://t.co/ADYBNNLJja
By Andrew Gazdecki
Social•Dec 12, 2025
Kieran Turned Down Seed Funding for ElevenLabs.
My face when @matiii reminds me @Kieranleehill turned down the seed for ElevenLabs…. 🤣 https://t.co/R0b3biSsor
By Harry Stebbings
Social•Dec 12, 2025
Speed Beats Perfection: Execution Wins in Startups
Friendly reminder that the “get shit done” founder beats the “perfect plan” founder 100% of the time in startups because speed of execution wins.
By Andrew Gazdecki
Social•Dec 12, 2025
Silicon Valley Firms Outvalue Entire National Economies
Silicon Valley is repeatedly generating individual companies that are worth more than entire developed world national economies
By Erik Torenberg
Social•Dec 11, 2025
Founders Would Be Happier by Slowing Final Fundraising
So many founders would be happier if they just slowed down fundraising toward the end ... a little
By Jason Lemkin
Social•Dec 11, 2025
AI's Power Already Here; Change Unfolds Gradually
You can argue timelines, risks, or regulation. Existing AI capabilities are already sufficient to drive long-term change. What people miss is how disruption actually unfolds. It takes time for systems, incentives, and habits to reorganize around what already exists.
By Hiten Shah
Social•Dec 11, 2025
Call Boardy for Year-End Term Sheet Guidance
If you're a founder trying to make a term sheet decision before year's end, give Boardy a call to check in!
By Charles Hudson
Social•Dec 11, 2025
Key Triggers That Signal It's Time to Raise or Exit
We frequently get asked how a founder can tell when it's the best time to think about raising capital or making an exit. The truth is, it depends on a handful of factors. In this video, I walk through some...
By Michael Lyon
Social•Dec 11, 2025
Bruce Booth: Mastermind Behind LifeSciVC Success
Great profile of great investor Bruce Booth @LifeSciVC https://t.co/VCOHBQIriN
By Josh Wolfe
Social•Dec 11, 2025
Master Risk by Practicing Small Calculated Moves Early
The best risk takers I know took lots of small, calculated risks when they were younger before concentrating. It’s a skill that requires repetition for the patterns to emerge.
By Brian Norgard
Social•Dec 11, 2025
AI Bubble Burst Could Boost Europe's Trusted Platforms
what a silly oped on so many levels “But the resource-intensive AI platform bubble in which the US dominates cannot last. A market correction will shift attention to alternative models. This will in turn create new opportunities for Europe, which has...
By Nathan Benaich
Social•Dec 11, 2025
VCs Win by Nurturing LP Relationships, Not Pitching
Every week I meet three new LPs. Even when I am not fundraising. And... I never ever sell 20VC to them. The single biggest reason VCs struggle fundraising: they do not build relationships in between funds. This is wrong. You...
By Harry Stebbings
Social•Dec 11, 2025
Indian Tech Capitalists: Choose India, Internet, or Global Markets
INDIA, INTERNET, INTERNATIONAL If you're Indian, don't move to America. Because the US left hates technocapitalists. And the US right wants no more immigrants. Moreover, as the sovereign debt crisis worsens... It only gets worse. Possibly murderously worse. So: Indian immigrant technocapitalists need alternatives. And there...
By Balaji Srinivasan
Social•Dec 11, 2025
Decision Cadence Beats Co-Location: Design Remote Immediacy
The phrase captures something teams feel long before they can describe it. Early stage work depends on a level of shared pressure that only forms when people experience the same uncertainty at the same time. The speed of communication inside...
By Hiten Shah
Social•Dec 11, 2025
Make Pitch Meetings Two‑Way: Ask VCs These Questions
I think pitch meetings should be a two way street. Most of the time, I find that few founders I speak with have any questions for me or about Hustle Fund. Here are some questions that may be helpful for...
By Elizabeth Yin
Social•Dec 10, 2025
Best Show Yet: SpaceX, Netflix, Massive Fundraises
It is midnight and I am working on the final edit for the show tomorrow with @jasonlk @rodriscoll. Holy s***. By far the best show we have done. - SpaceX valued at $800BN - The BFD: Netflix Buys Warner Brothers - Harvey...
By Harry Stebbings
Social•Dec 10, 2025
Sign Year-End Deals Only When Vendor Delivers Value
So I’m starting to get emails from sales reps I’ve interacted with over the past months trying to get a deal done by year end. The problem? They added zero value. There’s really no reason to sign a contract for...
By Jason Lemkin
Social•Dec 10, 2025
Founders Cash Out Millions While VCs Walk Away Empty
This does happen, but it’s almost unheard of for founders still running a company to make nothing in a material exit The acquirer wants the most consideration to go to the team, the least to the VCs A liquidation preference is hardly...
By Jason Lemkin
Social•Dec 10, 2025
Founders Must Directly Own Early Recruiting Decisions
Founders cannot outsource recruiting. “Recruiting is the most important thing because you need creativity; you need motivated people. Ideally, the early people are all geniuses. They’re self-managing, low-ego, hardworking, highly competent, builders, technical—maybe one or two sellers—but you can’t watch everything....
By Naval Ravikant
Social•Dec 10, 2025
MindEval Introduces Multi‑Turn Benchmark for AI Therapy Evaluation
Important work from @SwordHealth and @VSwordH on how we evaluate AI for mental health. MindEval is a new multi turn benchmark that tests how models behave across full therapy like conversations, not just single replies. Much needed, rigorous, and open...
By Vinod Khosla
Social•Dec 10, 2025
AI Handles Low-Value Leads, Boosts Revenue by 15%
We deployed 20+ AI agents & replaced our entire SDR team. 60K hyper-personalized emails. 70% open rates on ghosted leads. 15% of London ticket revenue from AI alone. The 5 things that actually work: 1⃣AI crushes the work humans refuse to do...
By Jason Lemkin
Social•Dec 10, 2025
Even AI Agents Need Human Help; No-Code Engineers Essential
We’ve worked with some really great “no-code engineers” at Hustle Fund. Although many people think that agents will eat everyone’s jobs, agents are not good enough to implement themselves. Ironically we find ourselves looking for even more people-help to build...
By Elizabeth Yin
Social•Dec 10, 2025
Seed Funding Dominates San Francisco, Outpacing All Regions
check out this chart -- the majority of seed rounds go to startups in SF and NY (and really, mostly SF) (we'll be dropping a report on "the state of seed" from Carta tomorrow on our official substack) But it's data like...
By Andrew Chen
Social•Dec 10, 2025
Investors Must Rethink Pattern Matching Amid Rapid Change
As an investor today, you should question pattern matching assumptions more than ever. Consumer behavior is changing. Business models are changing. The tools to build are changing. Org charts and roles are changing.
By Ryan Hoover
Social•Dec 10, 2025
SMB SaaS Can Command Enterprise‑Level ARR Multiples
SaaS companies serving the SMB space are often overlooked as potential investment opportunities because, when compared to enterprise SaaS providers, these companies tend to have higher churn and less well-known (or even unknown) customers. Despite these relative weaknesses, if positioned...
By Michael Lyon
Social•Dec 10, 2025
Investors Will Dilute to Join YC for Mutual Gain
If you want proof of what a good deal YC is for founders, I just told a UK startup I've invested several million pounds in that I'd be happy if they wanted to do YC. I'd get diluted alongside them,...
By Paul Graham
Social•Dec 10, 2025
Customers Choose Outcomes, Not Just Software or Platforms
People don’t want to buy software or platforms or even products They want to buy outcomes
By Garry Tan
Social•Dec 10, 2025
By 2026, Legacy Systems Risk Exceeds Change Risk
🚨 New 2026 Andreessen Horowitz prediction. A turning point is coming to financial services & insurance 👇 By 2026, the risk of *not* replacing legacy systems will exceed the risk of change. Major institutions will let long-standing contracts expire and...
By Angela Strange
Social•Dec 10, 2025
Crypto’s Future Is Secured, No Doubt
Yes
By Alexis Ohanian
Social•Dec 10, 2025
Backed Nir Zicherman Again—Rapid Funding Round Completed
it was a blast to back Nir Zicherman a second time, and we're not surprised to see another round get done so quickly. Thanks for including Homebrew https://lnkd.in/gEgWQAXE
By Hunter Walk
Social•Dec 10, 2025
Your Business's True Core Isn’t the Product, It's the Network
What people think is core - the biggest asset - to their business is often not what they think it is. For example: for Uber, is the core the app? Not really. The core is their supply and demand sides.
By Elizabeth Yin
Social•Dec 10, 2025
Bootstrapped SaaS Sold for $1.65M in 85 Days
We just helped a founder get acquired for $1,650,000 on @acquiredotcom. Business was a bootstrapped SaaS. Multiple 4.8x profit. Took about 85 days from listing to close. 100% cash at closing. This was a life changing outcome for an amazing entrepreneur. https://t.co/zI8Ght5LNS
By Andrew Gazdecki
Social•Dec 10, 2025
VC Success Demands Courage Amid Low‑Probability, High‑Impact Risks
Strong agree + And an Iron stomach when you are wrong which happens a lot. Venture capitalists live in low probability-high impact equations that are filled with uncertainty. Hence you need courage.
By Michael Eisenberg
Social•Dec 10, 2025
Enterprise AI Needs Full‑Service Implementation, Not Just a Sale
Unpopular opinion: You cannot sell AI to large enterprises and expect usage and retention without an FDE model managing implementation and customisation. They will not buy and apply. The art is in implementation.
By Harry Stebbings
Social•Dec 10, 2025
Pop‑ups Are the New Startups; Real Life Replaces URLs
Popups are the new startups. And IRL is the new URL. https://t.co/shz1ICWBmJ https://t.co/1G1XoMH9lv
By Balaji Srinivasan
Social•Dec 10, 2025
Turning Down Nine‑Figure Deals Fuels Bigger Growth
I had CEOs at 2 @saastrfund portfolio companies turn down M&A offers this year that would have made them nine figures. I would have been equally proud of them either way. In fact, I told both to seriously consider the deals....
By Jason Lemkin
Social•Dec 10, 2025
Listeners Love the Show, yet Few Value Targeted Content
I get 10+ LPs per day email me stating they listen and love our weekly show with @jasonlk and @rodriscoll. Continues to amaze me how few truly see the strategic value of targeted content.
By Harry Stebbings
Social•Dec 9, 2025
Outcome‑Driven Remote Work: Zapier’s Early Success Blueprint
Here’s how Zapier managed an entirely-remote workforce YEARS before COVID lockdowns made them mandatory. On our latest TWiST Flashback, Lon Harris and Alex Wilhelm check out a 2016 chat between me and Zapier mastermind Wade Foster. Back then, the automation...
By Jason Calacanis
Social•Dec 9, 2025
Instantly Gauge Your Startup's Value and Funding Odds
What's your start-up worth? And what are the odds you'll get funded? Find out in seconds with SaaStr AI Valuation Calculator -> https://t.co/jvgsU2zIKA https://t.co/jUHBqpNXte
By Jason Lemkin
Social•Dec 9, 2025
Portfolio Company Posts $334M ARR, 117% Growth
Nothing beats a one on one catch up but damn it's cool to hear a portfolio founder update via a live earnings call. $334M annual run rate. 117% YoY Q3 revenue growth. 70% gross margins. GAAP profitable company-wide. What a company. https://t.co/2SlwkNCLz0
By Seth Bannon
Social•Dec 9, 2025
Harvey's $8B Valuation May Look Cheap by 2026
Is Harvey cheap or expensive at $8B? If it triples again in 2026, may be "cheap" We'll see https://t.co/Hx5bmcTbeU
By Jason Lemkin
Social•Dec 9, 2025
Solugen Slashes Six-Year Process to One Month
Took a process that typically takes 6 years down to 1 month. Solugen is bringing software timelines to the chemicals industry.
By Seth Bannon
Social•Dec 9, 2025
Execution Reveals Truth; Ideas Never Fight Back
People fall in love with ideas because ideas never fight back. Execution does. It exposes your blind spots, your patience, your habits and your excuses. Most founders learn more from the first week of doing than the first year of...
By Hiten Shah
Social•Dec 9, 2025
AI Saves Workers Hours, Yet Vendors Capture Only 5%
A new study from OpenAI shows AI saves the average white-collar worker 54 minutes per day. Where does all that value go? BLS data shows median weekly earnings for full-time workers hit $1,165 in Q3 2024, or $60,580 annually. Across 2,080...
By Tomasz Tunguz
Social•Dec 9, 2025
Founders Treat Ideas as Hypotheses, Execution as Science
The best founders treat ideas like hypotheses. Execution is their science. They run experiments, gather evidence, and adjust without getting sentimental. That discipline compounds faster than inspiration.
By Hiten Shah