Venture Capital Social Media and Updates

Buyers Ready to Pay for Real
SocialJan 19, 2026

Buyers Ready to Pay for Real

A good business in a bad market often sells for nothing. A great business in a strong market can sell for something that actually changes your life. That’s where we are right now. > Strategic buyers are buying tech to move faster. >...

By Andrew Gazdecki
B2B Shifts to 70% AI, Old GTM Obsolete
SocialJan 19, 2026

B2B Shifts to 70% AI, Old GTM Obsolete

The best B2B companies are now running with 30% humans and 70% AI agents. Or even higher. The old GTM playbook is dead. At SaaStr AI 2026, we're going deep on what the new playbook actually is. And what really...

By Jason Lemkin
Six Threats Force SaaS to Deliver Smiling AI
SocialJan 19, 2026

Six Threats Force SaaS to Deliver Smiling AI

“Can your team ship AI features that make you truly smile? If you don’t smile — your customers won’t either” Traditional enterprise software and SaaS is under assault. The leaders are all still growing, but in many cases slower than...

By Jason Lemkin
Dominate AI-Driven GTM at SaaStrAnnual 2026
SocialJan 19, 2026

Dominate AI-Driven GTM at SaaStrAnnual 2026

AI is changing every GTM role. You can run from it. You can argue with it. Or ... you can learn to dominate the new world at SaaStrAnnual.com 2026. Join us.

By Jason Lemkin
Series B Startup Naming Contest Tests VC Knowledge
SocialJan 18, 2026

Series B Startup Naming Contest Tests VC Knowledge

VC autism contest: Who can name the most startups that have raised a Series B. If you get a single one wrong, you’re eliminated at that number. Whoever gets the highest wins.

By Turner Novak
Founders Must Overcome Sunk‑Cost Bias to See Real Customer Love
SocialJan 18, 2026

Founders Must Overcome Sunk‑Cost Bias to See Real Customer Love

Even without a lot of data points, often founders truly know whether customers love their product or not. But it’s easy to delude oneself. Mostly because of sunk costs. But if you’re really honest with yourself, you know your answer.

By Elizabeth Yin
Late AI Adoption Sparks 100% Growth for Veteran SaaS
SocialJan 18, 2026

Late AI Adoption Sparks 100% Growth for Veteran SaaS

Just got an investor update from a 10+ year old vertical SaaS company I invested in a looong time ago. Founders never quit, know space cold, but man it’s been a grind. And they are far, far from “AI Native”. However … They...

By Jason Lemkin
Public Software Stocks Tank, Private AI Startups Soar
SocialJan 18, 2026

Public Software Stocks Tank, Private AI Startups Soar

Strange World Indeed, 2026 January edition: - The worst time in our history to be invested in public software stocks - The best time in our history to be invested in private hot (AI fueled) startup stocks

By Jason Lemkin
AI B2B Landscape Shifts: Lawsuits, Billion‑Dollar Valuations, and Market Moves
SocialJan 18, 2026

AI B2B Landscape Shifts: Lawsuits, Billion‑Dollar Valuations, and Market Moves

📰 Top AI+B2B News - Sun, Jan 18 https://t.co/MWFHfEuzpm Top Stories: 1. Musk Seeks Up to $134 Billion Damages From OpenAI, Microsoft 2. ClickHouse Lands $15 Billion Valuation in AI Database Race 3. Figma (FIG) Is Down 13.2% After AI Deal With OpenAI Top SaaStr...

By Jason Lemkin
I’m Unable to Create a Headline without Knowing the Content of the Link. Could You Provide a Brief Summary of...
SocialJan 18, 2026

I’m Unable to Create a Headline without Knowing the Content of the Link. Could You Provide a Brief Summary of...

🧠♻️ https://lnkd.in/gGt8wQmK

By Hunter Walk
VC Expectations Escalate: From $1B to $100B Targets
SocialJan 17, 2026

VC Expectations Escalate: From $1B to $100B Targets

10 years ago, VC was optimized around $1B+ outcomes, for the most part. 5 years ago, VC was optimized around $10B+ outcomes. Today, VC is optimized around $100B+ outcomes. It’s exciting and bold and startups in the Age of AI...

By Jason Lemkin
Never Sell: Growth Compounds, Starting over Is Hard
SocialJan 17, 2026

Never Sell: Growth Compounds, Starting over Is Hard

If the company was going well, a lot of founders I know who sold their companies later regretted it. Because success compounds, they lost out on the revenue compounding over the next several years. AND, when you start a new...

By Elizabeth Yin
Hidden Stripe Fees Lurk Beyond Dashboards
SocialJan 17, 2026

Hidden Stripe Fees Lurk Beyond Dashboards

I wonder how much of Stripe’s margin comes from junk fees that aren’t on any of the pretty dashboards, only the CSV that takes 24 hours to generate.

By Benedict Evans
2026 Vertical SaaS Outlook: Buyers Return, AI Valuation Shifts
SocialJan 16, 2026

2026 Vertical SaaS Outlook: Buyers Return, AI Valuation Shifts

How do we see vertical Software M&A and fund raising shaping up for 2026? A lot of founders we speak with are trying to figure out what 2026 might actually look like if they're thinking about raising capital or selling....

By Michael Lyon
Leadership Excellence Cuts Through Market Idea Overload
SocialJan 16, 2026

Leadership Excellence Cuts Through Market Idea Overload

Today, if there’s a good idea, prepare to see 100s of it. There’s a lot of sameness. In this market, leadership excellence wins. @marissamayer's experience is a major edge, but so is her ability to know how to put it...

By Kirsten Green
Push Through Early Burnout to Reach Product-Market Fit
SocialJan 16, 2026

Push Through Early Burnout to Reach Product-Market Fit

The first 3 years of starting a company really wears you down. Finding product-market fit is hard. But once you get some success and push through that wall, that’s when it gets good. Unfortunately, too many people run out of...

By Elizabeth Yin
Sign up for the VC AI Show & Tell
SocialJan 16, 2026

Sign up for the VC AI Show & Tell

I got so much positive response to my previous post about hosting a VC AI tool show and tell that I created a form to capture interest - if you'd like to stay in the loop please fill this out...

By Charles Hudson
Tech‑Savvy Finance Fuels Growth and Flexibility
SocialJan 16, 2026

Tech‑Savvy Finance Fuels Growth and Flexibility

Postscript 's Chris Brubaker is not afraid to color outside the lines of finance. In fact, it may be his superpower. As a master at partnering with sales and an advocate for finance leaders to have tech skills past the...

By CJ Gustafson
YC Mentors Founders for a Decade, Not Just Launch
SocialJan 16, 2026

YC Mentors Founders for a Decade, Not Just Launch

One of the things that surprised me about YC is how long we continue to advise founders. We thought we'd just help them get started and then hand them over to later stage investors, but in fact we're still talking...

By Paul Graham
Skip “Strategist” Hires Until You Hit $20M ARR
SocialJan 16, 2026

Skip “Strategist” Hires Until You Hit $20M ARR

Before $20,000,000 in ARR Maybe even before $50,000,000 in ARR Do not hire anyone with "strategist" in the first few lines of their LinkedIn bio

By Jason Lemkin
Open Models Turn Research Into Scalable Startup Opportunities
SocialJan 16, 2026

Open Models Turn Research Into Scalable Startup Opportunities

During last month’s NeurIPS 2025 conference, YC’s @sdianahu sat down with @Thom_Wolf, co-founder and CSO of Hugging Face to discuss his unconventional journey from physics and law to building one of the most influential open-source AI platforms. They discussed why open...

By YCombinator
Solve Real Problem First, Then Exit Becomes Simple
SocialJan 16, 2026

Solve Real Problem First, Then Exit Becomes Simple

I see this pattern over and over in great exits. Founders don’t start by trying to sell. They start by solving a real problem well. Arman Iranpour (@ArmanIranpour) and Matt Aleali (@aleali_mahdi) were real estate investors frustrated by how slow and...

By Andrew Gazdecki
OpenAI's Dilemma: No Core Product, Competing Everywhere
SocialJan 16, 2026

OpenAI's Dilemma: No Core Product, Competing Everywhere

The strategic problem for openAI is that if the input box isn’t the product, then either the product is dozens of new apps or dozens of features in existing apps, and that means they’re competing with every startup on earth...

By Benedict Evans
Mega‑Fund Returns Require Unrealistic Share of Biotech Exit Pie
SocialJan 16, 2026

Mega‑Fund Returns Require Unrealistic Share of Biotech Exit Pie

The Mega-Fund Math vs Reality Below is a simple case study on fund math. People are asking if a16z can really do a 3-5x on a $15B fund. To 3x net on $15B, you need ~$45B back. Assume ~5% ownership at exit. 👉 That...

By BowTiedBiotech
2026: Free Yourself, Scale Without Being the Bottleneck
SocialJan 16, 2026

2026: Free Yourself, Scale Without Being the Bottleneck

I caught up with a portfolio founder who is doing super well. Profitable. Throwing off $1m+ in annual cash. Growing quickly. Doesn’t need to raise. But he didn’t take a holiday break - because he’s the bottleneck. If your company...

By Elizabeth Yin
Acute Infections May Reopen Investment Door for Anti‑Infectives
SocialJan 16, 2026

Acute Infections May Reopen Investment Door for Anti‑Infectives

1/ The Back Door Is Open How Acute Infection Could Make Anti-Infectives Investable Again Anti-infectives never died. The business model did. Low prices. Short courses. High resistance risk. Pharma walked. Now look at Alfasigma stepping into HSV encephalitis. Small deal. Narrow indication. Big implication....

By BowTiedBiotech
How I Misread Airbnb’s Potential in 2008
SocialJan 15, 2026

How I Misread Airbnb’s Potential in 2008

I passed on Airbnb in 2008. My note to the founders said I had "concerns about travel-oriented startups." A masterpiece of missing the point. Here's what I got wrong: https://t.co/syj5L8gRxz

By Mike Maples Jr.
Great Companies Thrive without Investor Money or Advice
SocialJan 15, 2026

Great Companies Thrive without Investor Money or Advice

I think the truth that few investors like to swallow is that the best companies really never needed them. Either for their money or their advice and connections. Those companies would’ve been great anyway.

By Elizabeth Yin
Retell AI: Top Investment Now Hiring Product Manager
SocialJan 15, 2026

Retell AI: Top Investment Now Hiring Product Manager

Retell AI is one of the strongest companies we've invested in -- they've got an incredible team and product, and outlandish growth. They're hiring their first product manager if you or anyone you know might be interested: https://lnkd.in/gvRtGBXw

By Jack Altman
VC Breakfast Traditions Fade in the AI Era
SocialJan 15, 2026

VC Breakfast Traditions Fade in the AI Era

Back in the day, folks talked about Sand Hill VCs going to Bucks and doing deals over breakfast But the hipper VCs were in Palo Alto. And they did breakfast at Il Fornaio Another one that couldn’t make it in...

By Jason Lemkin
Celebrating TigerEye Team’s New Chapter with Lennar
SocialJan 15, 2026

Celebrating TigerEye Team’s New Chapter with Lennar

Congrats to Tracy Young Ralph Gootee and the TigerEye Team. So proud to work with this team all these years and can't wait to see what they do as a part of Lennar.

By Garry Tan
Fundraising and Running a Startup Demand Full-Time Focus
SocialJan 15, 2026

Fundraising and Running a Startup Demand Full-Time Focus

As a founder, I found that one of the hardest things about fundraising is managing the fundraise and the business at the same time. Both are full time jobs. And doing both haphazardly is the worst of all worlds.

By Elizabeth Yin
AuleSpace Secures $2M to Extend GEO Satellite Lifespans
SocialJan 15, 2026

AuleSpace Secures $2M to Extend GEO Satellite Lifespans

.@AuleSpace announced the closing of $2M in pre-seed funding to develop spacecraft that will be able to grapple onto existing sats in GEO (no preassembly required) and provide up to six years of extra propulsion. https://t.co/5Qw44UmT5A

By Payload
Thread AI Secures Series A to Power Enterprise AI
SocialJan 15, 2026

Thread AI Secures Series A to Power Enterprise AI

New Job 2026, part X No, not for me, *for you*! Thread AI is based out of NYC and has built the platform the help companies and public sector actually use AI. Two amazing founders - Mayada Gonimah and Angela...

By Hunter Walk
Higgsfield AI Doubles Revenue in Two Months
SocialJan 15, 2026

Higgsfield AI Doubles Revenue in Two Months

🚨 Lean AI Leaderboard Update A new speed record was just set. Higgsfield AI went from $100M → $200M run-rate in 2 months. Let that sink in. Here’s what makes this unprecedented 👇 • $200M run-rate in < 9 months...

By Henry Shi
Maintain Multiple Buyers to Preserve Deal Leverage
SocialJan 15, 2026

Maintain Multiple Buyers to Preserve Deal Leverage

Most founders don’t realize how exposed they are until they’re already in a deal. One buyer, one offer, one path forward. At that point you’re not negotiating, you’re just trying to get to the finish line without losing it. The buyer feels...

By Andrew Gazdecki
VC‑Only AI Hackathon in SF: Share, Build, Connect
SocialJan 15, 2026

VC‑Only AI Hackathon in SF: Share, Build, Connect

I've had a lot of fun sharing AI-powered tools I've built to help us run Precursor, and I have learned a lot from folks like Sarah Smith and Chang Xu based on what they are doing. I am thinking of...

By Charles Hudson
Learn Timeless Startup Tactics From Pre‑VC Business History
SocialJan 15, 2026

Learn Timeless Startup Tactics From Pre‑VC Business History

If you’re struggling to raise, I think it’s sometimes helpful to ask yourself how someone would’ve built this business when the venture capital industry didn’t exist. Some of the techniques founders used back then were GOAT. Reading business / startup...

By Elizabeth Yin
Lean Startup Eliminates Early Mistakes in Product Building
SocialJan 14, 2026

Lean Startup Eliminates Early Mistakes in Product Building

The first startup ideas tried to build were awful. We built too much. We built without close rapport with customers and built the wrong things. This was pre Lean Startup. Fast forward. Now that everyone knows about the Lean Startup...

By Elizabeth Yin
Fundraising Standards Shift: $100k Now Considered Failure
SocialJan 14, 2026

Fundraising Standards Shift: $100k Now Considered Failure

In 2008 / 2009, when founders said they couldn’t raise money, they meant they literally couldn’t raise anything. Now when people say they can’t raise money, they mean they can’t raise more than like $100k.

By Elizabeth Yin
Choose Unconflicted Banks that Prioritize Founder Interests
SocialJan 14, 2026

Choose Unconflicted Banks that Prioritize Founder Interests

What does it mean to be a founder-focused investment bank? Founder-focused means that a bank is fully unconflicted and focused on the interests of founders. In other words, the bank doesn't accept revenue from anyone that could be a buyer...

By Michael Lyon
Dilution Can Propel You to Trillion‑dollar Valuation
SocialJan 14, 2026

Dilution Can Propel You to Trillion‑dollar Valuation

Sometimes, it takes a little dilution to reach Trillionaire status Where will you land? Try https://t.co/NlPWFTrkQ8 https://t.co/kU3hxso4IY

By Jason Lemkin
Performance Beats Hype; Deliver to Stand Out in VC
SocialJan 14, 2026

Performance Beats Hype; Deliver to Stand Out in VC

Much has been said about the challenge of standing out in VC, amid a growing pool of competing capital. Nothing works better than actually doing the work, delivering, performing. Thank you @dunn for your trust ⭐️

By Kirsten Green
Stop Overusing ‘Pivot’: Distinguish Real Evidence‑Driven Shifts
SocialJan 14, 2026

Stop Overusing ‘Pivot’: Distinguish Real Evidence‑Driven Shifts

Startup people reach for the word “pivot” when they want a decision to sound intentional. I’ve seen teams use it for everything from a careful course correction to quietly walking away from a plan that stopped holding up. Same word....

By Hiten Shah
Launch Now, Iterate Later: Perfection Isn’t Required
SocialJan 14, 2026

Launch Now, Iterate Later: Perfection Isn’t Required

Stop waiting for your startup’s product to be perfect because it never will be and that's okay so launch, get feedback, improve.

By Andrew Gazdecki
Serial Founder Leverages Domain Expertise with Tero
SocialJan 14, 2026

Serial Founder Leverages Domain Expertise with Tero

Today, Ben Johnson announced his new company, Tero ( https://www.usetero.com/ ), and I’m thrilled that we at NextView Ventures are joining him on this journey. Read why we invested below 👇 There’s something uniquely powerful about a second-time founder setting...

By David Beisel
Build a Minimum Evolvable Product, Not Just MVP
SocialJan 14, 2026

Build a Minimum Evolvable Product, Not Just MVP

When you're starting out, you don't just need a minimum viable product. You need a minimum evolvable product. In this episode of Main Function, @agupta offers an update to the classic MVP playbook. He’ll outline strategies for getting your first customers,...

By YCombinator
Relentless Problem‑Solving Trumps Mere Founder‑Problem Fit
SocialJan 14, 2026

Relentless Problem‑Solving Trumps Mere Founder‑Problem Fit

The best founders are relentless problem solvers. They have founder-problem fit; but more importantly, they have an innate desire to just keep solving whatever the next problem is. Founder-problem fit matters. But relentless problem-solving wins.

By Sequoia Capital
Founder’s $370B Net Worth, Only $19M Liquid
SocialJan 14, 2026

Founder’s $370B Net Worth, Only $19M Liquid

Typical equity rich, cash poor founder on https://t.co/E5wtQ9xial $370B net worth, but only $19M liquid https://t.co/oF2st2owCX

By Jason Lemkin