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 do generally are among the most successful
By Garry Tan
Social•Nov 20, 2025
AI‑Powered Azure Fuels Predictable Microsoft Growth
Azure drives a meaningful share of Microsoft’s revenue growth. The company reports the specific impact of AI on Azure’s expansion each quarter, and the contribution has grown steadily over the past year. This gives a concrete view into how AI...
By Chamath Palihapitiya
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
Social•Nov 20, 2025
Tech Democratizes Finance: AI, Tokenization, and New Investor Mindsets
Uncapped with @vladtenev, CEO of Robinhood. We talked about the evolution of online brokers, how today's younger generations think about finance, the rise of prediction markets, tokenization of private company stock, and how AI will impact personal finance. Timestamps: (0:00) Intro (00:27) History of...
By Jack Altman
Social•Nov 20, 2025
Tiny Early Funding Can Launch Billion‑dollar Companies
A few that >almost< bootstrapped, i.e. did raise a little but < $10m in primary venture: The Trade Desk, worth $26B Klaviyo worth $9B Veeva, worth $44B Sometimes the most valuable capital is just that smidge early on And you can skip the rest
By Jason Lemkin
Social•Nov 20, 2025
Tech Funding Boom: VC Surge, Private Giants Thrive
The only podcast you have to listen to every week. No politics. Just tech. - Cursor Raises $2.3BN: Who Wins the Coding War - Peter Thiel and Softbank Sell NVIDIA: Analysed - Why Venture Capital Will Hit $1TRN and the Opening of Retail - Why...
By Harry Stebbings
Social•Nov 20, 2025
London AI Meetup: 150 Experts Gather for State of AI
t-2 weeks til we're back in london for @airstreet state of ai meetup, ft: - @rosstaylor90 of @genreasoning - @youssef_a_mejj of @synthesiaio and yours truly on @stateofaireport! come hang with 150 ai friends across big tech, ai labs, startups and academia https://t.co/ELPmczmd31
By Nathan Benaich
Social•Nov 20, 2025
AI Generates Ready-to-Use Antibodies in Weeks
Push button, get antibody therapeutics. The future of AI x Bio is here, folks. Nabla Bio unveiled JAM-2, a model capable of generating de novo, developable, antibodies against extremely hard, novel targets. With no lead optimization! These are zero shot therapeutics...
By Seth Bannon
Social•Nov 20, 2025
Build AI Moats with Workflow, Data, UX—Start Now
The real moats in 2025: specific workflows, proprietary data with real switching costs, distribution, and UX that makes AI disappear into the job-to-be-done. Simultaneously: we are early (only a % are using AI properly) so this is an amazing time to...
By Garry Tan
Social•Nov 20, 2025
Revenue Soars While Headcount Growth Stalls
Headcount growth has hit the brakes... In our latest *private* company benchmarks report, we're seeing median headcount growth of just 3–5% vs. revenue growth of ~20–25%. Sub-$25M ARR companies might not be *firing* employees, but they're certainly in "one-in, one-out" mode....
By CJ Gustafson
Social•Nov 20, 2025
Replace Legacy Giants: Build Faster, Smarter Service Providers
I have spent the last 14 days inside some of the largest companies in the world. 90% of them will die. Their market cap will slowly erode to innovators over a 20 year period. The lesson though: Their buying processes and...
By Harry Stebbings
Social•Nov 20, 2025
Top‑tier VC Managers Make 5x Returns Three Times More Likely
Great data from VenCap analyzing 1,900+ VC funds (2000-2019): ☹️22% lose money (return <1x) 👇64% never hit 2x 🚀Only 6% return 5x+ 🔥Just 2% hit 10x Translation: A randomly selected VC fund is 3.7x more likely to LOSE money than return 5x. But here's what changes...
By Jason Lemkin
Social•Nov 20, 2025
Cursor Hits $1B ARR in Two Years, SaaS Record
New!! Cursor Hit $1B ARR in 24 Months: The Fastest Scaling SaaS Ever? https://t.co/kV5BNeeW4m
By Jason Lemkin
Social•Nov 20, 2025
Space‑grown Artificial Retinas Could Restore Sight Worldwide
Proud to welcome @LambdaVision to the @sevensevensix family, @katelin_cruse's newest addition to our spacetech portfolio. They’re designing artificial retinas in space using microgravity. If successful, they could help restore sight for millions on Earth. Incredible work from the LambdaVision team, can’t wait...
By Alexis Ohanian
Social•Nov 20, 2025
Early @Function User Now Part of Its Cap Table
I was an early @function customer in 2022 and still am. Stoked to be a small part of their cap table with @vedikaja_in. https://t.co/1gnKQa149t
By Ryan Hoover
Social•Nov 20, 2025
Entry Price Matters in Uncertain TAM; Winning Dominates Huge TAM
Entry price counts when TAM is unclear. Winning is the only thing that counts when TAM is huge.
By Harry Stebbings
Social•Nov 20, 2025
Meta Escapes FTC, Data M&A Set to Surge
It seems $META dodged the FTC's antitrust lawsuit… and I couldn't be more pleased. Meta is certainly a major player in the world of social media, with both Facebook and Instagram hosting hundreds of millions of somewhat satisfied customers. But are...
By Jason Calacanis
Social•Nov 19, 2025
Subject AI Shifts From Video Platform to Teacher‑Assistant AI
Why Subject AI pivoted from being the "Netflix of Education." On today's TWiST, Mike Vilardo from Subject AI joins the show to talk about his educational tech startup, Subject AI, and explains their shift in strategy. The company first launched with the...
By Jason Calacanis
Social•Nov 19, 2025
Palo Alto Buys Chronosphere for $3.35B to Boost AI Observability
1/🚨Palo Alto Networks (PANW) today revealed acquisition of Lux family co @chronosphereio for $3.35 billion in cash Chronosphere’s data observability platform is built to scale for the AI era the founders worked in our Lux NYC office + we funded Chronosphere’s Series...
By Josh Wolfe
Social•Nov 19, 2025
High Agency Means Testing Ideas, Not Just Acting Fast
High agency is often mistaken for speed. People assume it belongs to the ones who decide quickly and move without hesitation. That version looks impressive, but it is not what actually drives results. The real marker of high agency is quieter....
By Hiten Shah
Social•Nov 19, 2025
Secondary Market Hits $95B, Still Below IPO/M&A Levels
ICYMI: @PitchBook’s latest secondary market report is out, showing record deal flow: $95B across direct secondaries & continuation funds. While a viable liquidity path for some, impt to note it’s still < IPO ($104.7B) & M&A ($107.1B) exits this year. Standout stats: ...
By Beezer Clarkson
Social•Nov 19, 2025
Secondary Market Hits $95B Yet Remains Niche
ICYMI: PitchBook's latest secondary market report is out, and it shows record deal flow: $95B in estimated annual value across direct secondaries and continuation funds. While a viable liquidity path for some, it's worth noting it still accounts for less than...
By Beezer Clarkson
Social•Nov 19, 2025
Round Robin Deals Are Optional, Non‑Guaranteed, So Drop Fast
Looking like a lot of these big round robin deals are… optional! Explains why so many dropped so quickly… they’re non-guaranteed, so no harm in signing them
By Jason Calacanis
Social•Nov 19, 2025
Future Moats Rely on Individual Cognitive Micro‑systems
New tech, new moats. For the past 2 decades, the best moats were built on external forces: network effects & economies of scale. Cognition is different. It doesn't depend on one massive external system; it's about millions of microsystems—one per user. https://t.co/Qlr7qxQxbX
By Kirsten Green
Social•Nov 19, 2025
VCs: From Actuarial Skeptics to Post‑IPO Mystics
At Seed, pessimistic VCs are actuaries calculating your startup's probability of death. At IPO, they are mystics claiming they always saw the vision.
By Niko Bonatsos
Social•Nov 19, 2025
Navigating Product Strategy in the AI Era
London: We're doing a Fin x Attio x Granola meet up next week! I'll be joined on stage by Nicolas Sharp (CEO, Attio) and Vas Zhovner (CTO, Granola) and we'll be discussing Product Strategy in the AI Era. Details Wednesday,...
By Des Traynor
Social•Nov 19, 2025
Revenue Fuels Growth; VC Praise Is Just Hype
VC praise is opium. Customer revenue is oxygen. Asking a VC if your idea is working is like asking a spectator if the punch hurts. Get in the ring pal.
By Niko Bonatsos
Social•Nov 19, 2025
Final Day: Apply to USC‑Techstars Accelerator for $220K
Calling all Trojan & USC Jimmy Iovine and Andre Young Academy entrepreneurs. Get your applications in for the USC +Techstars programs. Gabriel Schlumberger leads the programs. See deets
By Tina Sharkey
Social•Nov 19, 2025
VCs Remember Missed Momentum, Forget High Valuations
If you make the VCs pay a crazy high price, but you crush the numbers the next 90 days, no one remembers If you make the VCs pay a crazy high price, and you miss the next few months, no one...
By Jason Lemkin
Social•Nov 19, 2025
YC Demo Day Cuts Dilution, Boosts Investor Returns
YC Demo Day median dilution for small seed is 11% (top 25% is 7%), not 18% for non-YC YC Demo Day median dilution for big seed is 13%, not 21% to 23% for non-YC You do it all faster: YC funds you...
By Garry Tan
Social•Nov 19, 2025
New AI Platform Scales Lending to Small Businesses
So excited to share that @KindredVentures is leading the @kaaj_ai seed round! Small business is the coral reef of the US economy. They are the employer of choice, the craftsman, the niche producer. Lending to SMBs has never been an...
By Kanyi Maqubela
Social•Nov 19, 2025
Meta Wins FTC Fight; SUNO and Kraken Secure Massive Deals
META beats the FTC, SUNO and Kraken raise monster deals. https://t.co/M2JY0mIwRf
By Jason Calacanis
Social•Nov 19, 2025
Intelligent Cloud File Browser Redefines Navigation for Generative Age
Excited to finally share more about one of our portfolio companies: @polydotapp (https://t.co/vEmFKklF6u) — an intelligent cloud file browser redefining how we navigate computing in the generative age.
By David Beisel
Social•Nov 19, 2025
Solve a Real Pain Point, Not Chase Disruption
Forget being disruptive and reinventing the wheel. Find a painful problem that slows businesses down. Then solve it better than anyone else.
By Andrew Gazdecki
Social•Nov 19, 2025
2025 Day‑One IPOs: A Pure Crapshoot
Day 1 IPO “pops” in 2025: TL;DR: it’s a crapshoot https://t.co/rz9g4aNIjw
By CJ Gustafson
Social•Nov 19, 2025
Align Story, Trust, and Media for Founder Brand Growth
Every great founder brand lives at the intersection of three forces: 1. Storytelling creates understanding. 2. Founder branding creates trust. 3. New media creates distribution. When those three align, everything compounds. Every launch, every post, every interview reinforces the same idea... Why this company exists...
By Hiten Shah
Social•Nov 19, 2025
How Founders Should Navigate Private Equity Inquiries
When we bring on a new client, we often find they've been receiving calls/emails from private equity firms for some time. As part of those calls, PE firms tend to ask a lot of questions and founders aren't always sure how...
By Michael Lyon
Social•Nov 19, 2025
AI Elevates Accounting, Not Replaces It
"AI is not going to kill your job in accounting just like calculator didn't. You will do higher level work!" Agree or disagree with @henrysward CEO of @cartainc?? Do you use Carta. Building an AI first company? Don't miss this episode of...
By Michael Eisenberg
Social•Nov 19, 2025
AI Now Dominates Tech: 2025 Macro Trends Unveiled
Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry. New in November 2025, ‘AI eats the world’. https://www.ben-evans.com/presentations
By Benedict Evans
Social•Nov 19, 2025
Twitter Turns DMs Into $5M LP Deals
Last 24 hours became friends with $10BN+ founder through sending a DM. 24 hours later: He is co-investing in 20VC with 2 companies. Asked to write a $5M LP check. The power of Twitter.
By Harry Stebbings
Social•Nov 19, 2025
Successful Exits Begin Long Before the Sale
A life changing exit doesn’t start at the finish line. It starts long before you’re ready to sell. Seun Oshinaike (@SeunOshinaike) knew that. He sold Street Tag on @acquiredotcom to a strategic buyer, taking the company even farther. Full interview: https://t.co/TLnv3EpAHp https://t.co/jAzRoJCjoJ
By Andrew Gazdecki
Social•Nov 19, 2025
IPO Peaks Fade: Patience Beats Day‑One Hype
What happened in 2025 IPOs if you bought near the peak: Figma (FIG): -74% 📉 Circle (CRCL): -73% 📉 CoreWeave (CRWV): -58% 📉 Klarna (KLNA): -38% 📉 Omada (OMDA): -31% 📉 Chime (CHYM): -30% 📉 Hinge Health (HNGE): -27% 📉 eToro (ETOR): -21% 📉 Average decline from peak: -44% The...
By Jason Lemkin
Social•Nov 18, 2025
New Opportunities Unlocked: Gates Now Open
THE GATES HAVE BEEN OPENED https://lnkd.in/gQVHdHtu
By Hunter Walk
Social•Nov 18, 2025
Big AI Firms Threaten Startups, Driving Shift to Chinese Open-Source
Are the largest AI model-makers a threat to smaller startups? On TWiST, I note that the competition for AI startups doesn't just come from rivals in their space, but the companies that designed the LLMs upon which they're building their apps....
By Jason Calacanis
Social•Nov 18, 2025
Federal AI Law Needed to Stop State Patchwork Killing Startups
The President is right. A 50-state patchwork is a startup killer. Federal AI legislation is essential. There’s no bigger issue for Little Tech — the builders who create the future, for America.
By Marc Andreessen
Social•Nov 18, 2025
AI Threatens White‑collar Jobs; Self‑reliance Is Essential
Even if we believe AI job displacement is real… what can we actually DO? Alex Wilhelm and I discuss the very real possibility — as Anthropic CEO Dario Amodei suggests — that AI-related advances in productivity are leading us straight into...
By Jason Calacanis
Social•Nov 18, 2025
Frugal Founders in Booming Markets Ignore Abundant Funding
Startup founders building in rapidly expanding markets who optimize their burn rate, while competitors are raising $100M, remind me of people who count calories at an all you can eat buffet.
By Niko Bonatsos
Social•Nov 18, 2025
Treating SAFEs as Credit Cards Erodes Real Equity
Startup founders who treat SAFEs and convertible notes like credit cards until the Series A closes... and then realize they have been playing Monopoly with real equity.
By Niko Bonatsos
Social•Nov 18, 2025
AI Agent Handles 77 Conversations, Amplifying Small Team Power
Our general AI Agent ("Digital Jason") handled 77 conversations and 203 messages yesterday. Most were pretty good, I am sure. But the real point is I couldn't have done it. Nor could our tiny team. This is some of the biggest leverage...
By Jason Lemkin