Social•Nov 25, 2025
Custom Vibe Coding Threatens SaaS Dominance
Vibe Coding Will Kill SaaS: " In a year or two; you'll get to a place where a lot of the current organizational tools that companies are using, you could build your own version. It would make so much more sense to you as a buyer. The code will be yours, the data will be us. You'll be able to adapt it, to your needs. There's no one size fits all. There's no like feature bloat." Do you think vibe coding will kill a lot of the SaaS market in this way @dharmesh @nicolasosharp @zackkanter @carlrivera?
By Harry Stebbings
Social•Nov 24, 2025
80% of Founders Fail First Due Diligence, Investors Overlook It
An astounding 80% of founders fail due diligence the first time they go through the process… and many investors aren’t doing ANY confirmatory due diligence at all. On TWiST, we’re chatting with Collin Sebastian of En Vérité about the shocking...
By Jason Calacanis
Social•Nov 24, 2025
Pivot Fast: Listen, Adapt, and Find Your Market
Sometimes founders can’t necessarily predict who will embrace their product… that’s why it’s so important to stay flexible and open-minded! On TWiST, Alex and I are chatting with Francisco Cornejo of Familify, maker of the well-reviewed storytelling app Storybook app....
By Jason Calacanis
Social•Nov 24, 2025
One Week Left: Apply for Impactful Graduate Internship
One week left to apply to our graduate internship program! I love working with our interns and they get to work on projects that directly impact the direction of our firm! https://lnkd.in/g6A7_phA
By Charles Hudson
Social•Nov 24, 2025
High‑Profit 3M‑User Portfolio Hits $1M Revenue
An amazing portfolios of apps just landed on @acquiredotcom > $1M TTM revenue > $595K TTM profit > 2.95M monthly active users Lean team, diversified revenue mix, and strong recurring base. Love rare portfolio listings like this: Check more here: https://t.co/iqotQkQkUE https://t.co/aAtqSU3dIs
By Andrew Gazdecki
Social•Nov 24, 2025
Cofounder Breakups Kill Startups More than PMF
Startups die from cofounder breakups/tensions more often than not finding product market fit. We just blame PMF because "irreconcilable differences" sounds too much like divorce court jargon.
By Niko Bonatsos
Social•Nov 24, 2025
Celebrating a Near‑Miss Investment in Interface’s Vision
Congrats to Thomas Lee Young , Aaryan Mehta , and the whole Interface team on today's announcement! This is an investment that almost didn't happen - thankfully, a friend nudged me to meet with them before the round closed. I've...
By Charles Hudson
Social•Nov 24, 2025
AI Investment Drives Half of GDP Growth, Reversal Risks Recession
According to today’s WSJ, AI-related investment accounts for half of GDP growth. A reversal would risk recession. We can’t afford to go backwards.
By David Sacks
Social•Nov 24, 2025
Forge Slowly, Thrive as AI Automates Speed
“Move Fast and Break Things” vs “Move Slow and Forge Things” “Move fast and break things” was a something we invented at Facebook to get a bunch of entitled Ivy League kids to grind for us. It worked. Then, all of...
By Chamath Palihapitiya
Social•Nov 24, 2025
Allocate 10% to a 30x Winner for 3x Fund
How do you create a 3x venture fund? For a smaller fund, in theory there are many ways, but most likely is: 1️⃣ Put 10% of your fund into your very best investment 2️⃣ It does 30x = 3x the whole...
By Jason Lemkin
Social•Nov 24, 2025
Model Prices Expected Near Zero, Margins Become Irrelevant
" The margins are the least thing that I'm worried about. We're taking into consideration that the prices of models will go down to zero." @MS_BASE44 How do you think about model costs over time? Right to assume close to zero? @destraynor...
By Harry Stebbings
Social•Nov 24, 2025
Spotlight on USV’s Star Entrepreneur and Portfolio Success
Great read about a fantastic entrepreneur and @usv portfolio company (also featuring @BradUSV)
By Albert Wenger
Social•Nov 24, 2025
Success No Longer Dependent on Silicon Valley Location
6. Why Base44 Is Helped & Not Hurt by Not Being in Silicon Valley Silicon Valley is no longer mandatory for building important companies or accessing opportunity. The war on talent is tough in Silicon Valley: If you don’t have deep pockets,...
By Harry Stebbings
Social•Nov 24, 2025
Base44 Lets Anyone Build Products, Outpacing Cursor
5. How Does Base44 Beat Cursor in the End? I started Base44 for non-technical people: no API keys, no Supabase links… As models improve, even developers care less about editing files or seeing code. When you can build whole products inside Base44, most...
By Harry Stebbings
Social•Nov 24, 2025
Tiny Carry, Massive Payout: VC Economics Explained
That new VC partner on your board? They might have say 5% carry in the fund Let's say you sell for an incredible $500,000,000 after 10 years. WOW! And the fund owns 15% The new partner then makes ... $750,000 $500m x 15% x...
By Jason Lemkin
Social•Nov 24, 2025
Outdated Travel Policies Force Meetings Away From Tel Aviv
As I mentioned, we had to do our LP meeting in London because many firms' travel policies have not been updated to show how safe Tel Aviv is and we always want to see our partners in person. We appreciate...
By Michael Eisenberg
Social•Nov 24, 2025
Key Investable Themes Highlighted in Slide
This is a slide I showed last year as well. These are investable themes. /2 https://t.co/Ahu2RPdjuo
By Michael Eisenberg
Social•Nov 24, 2025
Sharing Select Slides: Israel vs UK Insights Unveiled
Every year, at our annual meeting with our LPs, I do a State of the Union. It is pretty wide ranging. It covers Geopolitics, VC, Investment Themes, Opportunities, State of Aleph and more. For years I have debated whether to share...
By Michael Eisenberg
Social•Nov 24, 2025
What It Takes for OpenAI to Reach $500B
A spicy thought experiment: What would OpenAI have to do to hit $500 billion in annual revenue within the next five years? https://t.co/jxxTIIIqgC https://t.co/blAVz6cHUP
By CJ Gustafson
Social•Nov 24, 2025
AI Lowers Founder Bar, Sparks Career Reinvention
Aileen Lee 's in conversation with Reid Hoffman , Stacy Brown-Philpot , & Van Jones sharing prescient thoughts on how this AI revolution has lowered the bar for founder entry and career re-imagination. #MastersofScale
By Tina Sharkey
Social•Nov 23, 2025
AI Music SaaS Hits $621K ARR, Profitable
This is the future of music right here. Live on @acquiredotcom: AI music creation SaaS that turns vocals and text into full songs with voice. > 3M+ users > $621K ARR > $559K TTM profit > 80% margins Bootstrapped and profitable. Full listing: https://t.co/Obvm9zKtc6 https://t.co/W1RRxUq9Oj
By Andrew Gazdecki
Social•Nov 23, 2025
AI Boom Thrives, Business Models Still Uncertain
Everyone in AI feels the same tension right now, but this piece finally names it clearly. The tech is real. The progress is real. The spending is real. The business models aren't. Not yet. This is the best breakdown I've seen of why...
By Hiten Shah
Social•Nov 22, 2025
Fresh, Focused AI Memory Beats Massive, Outdated Datasets
I know 'memory' is a big deal in AI — what I don't know is how >much< of it you really need to have a great AI experience. The more I learn about how our own AI Agents work, the more...
By Jason Lemkin
Social•Nov 22, 2025
AI Startups Must Master Unit Economics to Survive
AI startups are burning cash faster than you think. You see Series A AI companies burning $500K/month on GPUs while showing zero profit margins. More users = more GPU usage = bigger losses. But the survivors won't have the coolest tech or...
By Elizabeth Yin
Social•Nov 22, 2025
Brace for a Major M&A Wave Within Six Months
Here's why I say we're going to see a "major M&A moment" in the next six months. There's a business-friendly administration in the White House. (Everyone knows the President LOVES DEALS… he wrote a book about it.) $GOOG got off with...
By Jason Calacanis
Social•Nov 22, 2025
NVDA‑OpenAI Agreements Are Merely Non‑binding Letters of Intent
We're reading the fine print on those $NVDA/@OpenAI "deals"… and they're not EXACTLY deals. It turns out, at least according to Nvidia chief Jensen Huang, either company can essentially walk away at any time, and it's more of an aspirational commitment...
By Jason Calacanis
Social•Nov 21, 2025
Purpose‑Driven Founders Outperform Fame‑Seeking Entrepreneurs
This is my single biggest disagreement with YC. Starting a startup to get famous, or to do better than those around you, or for vanity, or yes even just to get rich, is worse for society and worse for founders. It's...
By Seth Bannon
Social•Nov 20, 2025
Founder Update Discipline ≠ Success; Execution Drives Results
We had our Precursor Ventures AGM this week in SF, so Mia and I were able to record in person! The first topic we covered was founder update emails, specifically how valuable they are for both founders and investors, especially given...
By Charles Hudson
Social•Nov 20, 2025
A16z Leads, Top Four Funds Dominate Seed and Series A
Top 10 Most Active Investors at Series A: Out of the 90 mega-funds we looked at, @a16z, @generalcatalyst, @lightspeedvp & @sequoia all remain in the top 5 across both Seed and A - with a16z far outrunning the pack at...
By Beezer Clarkson
Social•Nov 20, 2025
Who’s Driving Seed Deals: Top 10 Active Investors
Top 10 Most Active Investors at Seed: https://t.co/2pB2bbv0yP
By Beezer Clarkson
Social•Nov 20, 2025
Megafunds Dominate Series A Rounds Above $20M
🔹The majority of Series A activity now clusters around $20M, but this isn’t where the power dynamics are shaping the market. 🔹At sub-$20M, dedicated A funds lead most rounds, and mega-fund involvement stays below half. 🔹Once rounds cross $20M, the megas come...
By Beezer Clarkson
Social•Nov 20, 2025
Boutique Seed Funds Dominate Sub‑$10M Rounds, Mega‑Funds Rarely Lead
🔹Boutique, dedicated Seed funds continue to lead <60% of priced seed rounds in the sub-$10M range, which account for the gross majority of deals done. 🔹~90% of priced Seed rounds happen below $20M - where dedicated funds maintain a clear advantage. 🔹Nearly...
By Beezer Clarkson
Social•Nov 20, 2025
Boutique Seed Leaders Thrive Amid Mega‑Fund AI Hype
In Aug, I wrote “Is Venture Broken?” – a data-driven look at whether the growing spread in fund sizes at the early stage was pushing venture to a breaking point. We found that while mega-funds are moving earlier, dedicated-stage, boutique...
By Beezer Clarkson
Social•Nov 20, 2025
Venture Market Thriving: Opportunities for High‑Growth Startups
🧵Is the venture market “healthy”? “The highest order way I think about it is: ‘Is there opportunity?’ Is there opportunity for high impact, high growth, high scale businesses being born right now? And the answer to that is unequivocally yes.” @kirstenagreen,...
By Beezer Clarkson
Social•Nov 20, 2025
Graphite: The Ultimate Test for Any Code
Whether the code is being written by a human, a computer, or a hybrid, the moment of truth is Graphite
By Hunter Walk
Social•Nov 20, 2025
Experience Meets Open‑Minded Imagination in Uncharted Era
Great to be on the Library of Minds with @daraladje. 13 yrs into Forerunner, experience is an edge. But open-mindedness is equally critical. This era is about the courage of imagination. Eyes wide open and genuine bravery are needed when...
By Kirsten Green
Social•Nov 20, 2025
Venture Capital Enters a New Era Beyond Deals
SEE YOU THERE! Beyond the Deal: The New Era of Venture Capital • Hunter Walk, Homebrew • Samara Mejia Hernandez, Chingona Ventures • Mario Ruiz, Infinity Ventures
By Hunter Walk
Social•Nov 20, 2025
Seeking Japan‑focused Founders Ready to Go Global
We're looking for ambitious Japan-focused founders ready to go global. Apply and work with our team
By Jason Calacanis
Social•Nov 20, 2025
Lux LP Unveils Fresh Insights in New Letter
1/ New Lux LP letter...
By Josh Wolfe
Social•Nov 20, 2025
Why Homebrew Went Evergreen: Founder‑Driven Funding Shift
"Homebrew → Forever -- why Hunter and Satya moved from an LP-backed seed fund to a self-funded evergreen model—and why they accelerated the shift in 2022." So fortunate to back founders who build companies via Homebrew and founders who build venture...
By Hunter Walk
Social•Nov 20, 2025
Profitable AI SaaS with 50% YoY Growth Listed
Supercool SaaS listing JUST dropped on @acquiredotcom. No-code app for launching secure AI-driven web apps fast. > $300K TTM revenue > $100K TTM profit > 50% YoY growth High-margin, vertical SaaS with real enterprise upside. Listing: https://t.co/BATq3sxB2V https://t.co/BMo7n13wQQ
By Andrew Gazdecki
Social•Nov 20, 2025
Cursor’s $30B Valuation Fueled by Explosive Revenue Surge
Why $30BN for Cursor Is A Good Deal: "The pro side is revenue and revenue growth rate. If something's gone from $1-$100M in a year, and then $100M to $1BN this year, with Newton's laws of motion, it is going to $3BN-$4BN...
By Harry Stebbings
Social•Nov 20, 2025
YC Funds the Underdogs Most, and They Thrive
YC is funny because for everything we get hate for, we fund those and fund of that kind by #'s than anyone else Solos Non-traditional background Anything not B2B SaaS Almost any category, we do the most # of anyone, and the ones we...
By Garry Tan
Social•Nov 20, 2025
Microsoft’s Platform Play: Azure Powers the AI Era
Deep Dive: A Primer on Mag7 (Part 7 - Microsoft) Microsoft has spent fifty years building platforms that sit underneath the modern economy. BASIC made early computers usable. MS DOS and Windows standardized personal computing. Office became the core productivity layer for...
By Chamath Palihapitiya