Social•Nov 18, 2025
Explore Top B2B AI VCs with SaaStr Research
Want to learn more about top VCs in B2B + AI? Browse our new SaaStr AI Research VCs -> https://t.co/3JyImX3jMX We'll even help pick the best ones for you (and much more to come) https://t.co/rG7K5x5YYU
By Jason Lemkin
Social•Nov 18, 2025
Poolside AI Acquires Fern Labs, Forming Full‑stack Frontier AI Powerhouse
news! @poolsideai has acquired @fern_labs, in which @airstreet was the first and sole investor - and a first investor into poolside as well. i met @ashedwardst in late 2024 before fern had a name or team. his technical depth, product taste...
By Nathan Benaich
Social•Nov 18, 2025
JPMorgan Accelerates Stealth Startup's Bold Market Entry
This is how America wins🇺🇸 A public shout @jpmorgan + our partners Doug Petno (co CEO commercial + inv bank) + John China (co head innovation banking) Lux stealth seeded serial founder w/big audacious plan + tech to match in non-obvious market JPM...
By Josh Wolfe
Social•Nov 18, 2025
AI-Powered Marketplace Unlocks Previously Untapped Offline Market
.@arthur_leopold and Jonathan are a force. Ambitious, focused, hungry, hard working, insightful, and obsessed with their customers. Classic right founders + right timing, leveraging AI to crack open an offline, friction-ful market that has eluded automation. We've learned many times...
By Sarah Tavel
Social•Nov 18, 2025
Investors Back Cloudflare Rivals to Prevent Single
resilience investors won’t be mincing their words either when they start funding a bunch of cloudflare competitors can’t have the internet crash bc of this single point of failure ey
By Nathan Benaich
Social•Nov 18, 2025
2025 IPO Pricing: Unpredictable, No Clear Pattern
Why the Hell Is It So Hard to Price an IPO in 2025? In 2025, day one IPO performance feels like a total crapshoot. Figma went parabolic (but now sits at the failed Adobe acquisition price), CoreWeave was flat out the gates...
By CJ Gustafson
Social•Nov 18, 2025
Rapid Growth, Not Just Features, Defines an AI Native
How to know if you are an “AI Native” start-up: 🚀 You are growing much, much faster than last year Otherwise, you just have AI Features
By Jason Lemkin
Social•Nov 18, 2025
Curate People: Hire the Best, Not Just Anyone
New podcast on recruiting (full episode). Links below. Curate People 0:00 The Best Only Want to Work With the Best 3:49 You'll Never Be Able to Hire Anybody Better Than You 6:45 Break Every Rule to Get the Best People 10:19 It Just Takes a...
By Naval Ravikant
Social•Nov 18, 2025
AI Startups Outpace SaaS Growth Tenfold, Investors Must Choose
Why are AI companies growing SO MUCH FASTER than their SaaS counterparts? On average, AI companies are growing at about 10 times the speed as startups pursuing software-as-a-service business models. Investors now face a choice… "Bet on the past" by backing...
By Jason Calacanis
Social•Nov 18, 2025
Negative Sentiment Threatens AI More Than Any Bubble
How negative sentiment could be a more pressing concern for AI than any bubble… In this TWiST highlight, I consider the recent backlash against AI apps and related technologies. Pushback and cynical takes around AI are coming from a number of...
By Jason Calacanis
Social•Nov 18, 2025
Bezos Co‑Leads Secret ‘Physical AI’ Startup Project Prometheus
What is Project Prometheus and why is Jeff Bezos going to (co-)run it? On TWiST, Alex Wilhelm and I do a little digging on $AMZN founder Jeff Bezos' latest project, the secretive AI startup Project Prometheus. We know they're doing something...
By Jason Calacanis
Social•Nov 17, 2025
Get Instant Funding Verdict by Uploading Deck
Wondering if you can get funded ... or not? Wonder no more Upload your deck to SaaStr AI VC and we'll tell you -> https://t.co/S5UFYzoN7a https://t.co/VLRaBqjNa3
By Jason Lemkin
Social•Nov 17, 2025
Acquisitions Close Quickly, but Relationships Take Years
If you want to potentially get acquired — start now. It often really, quietly takes years. What do I mean? Well for sure, acquisitions themselves technically often happen very quickly. The acquiring CEO reaches out, they meet up...
By Jason Lemkin
Social•Nov 17, 2025
20VC: Europe’s Only Fund Embracing 996 Culture
20VC crushing the 996 London life. Only fund in Europe that works this. 🤷♂️ https://t.co/RkVTlQhcTW
By Harry Stebbings
Social•Nov 17, 2025
Deedy Das and Jay Eum Join VC Roundtable
Deedy Das and Jay Eum Join the VC Roundtable! https://t.co/GLAHbFKopV
By Jason Calacanis
Social•Nov 17, 2025
Faire’s $5.2B Offer Highlights Public‑Company Worth
Long Faire 🚀 Long indie retail, long local communities, long craft, quality products. The $5.2B tender offer led by crossover investor WCW signals Faire has the attributes of a public company and has built a lasting, category-defining business. https://t.co/nYvdMAxuXG
By Kirsten Green
Social•Nov 17, 2025
Join Founder University Japan: Research Top Startups
Wanna come work with me? LAUNCH is bringing Founder University to Japan, and we're looking for a sharp, curious researcher to help us discover the most promising startups in the region! It's a huge opportunity to learn, grow, and get deep...
By Jason Calacanis
Social•Nov 17, 2025
Compute Scarcity and Geopolitics Define AI's Future
“In my career working in AI, I have yet to meet a single AI person that ever felt like they had enough compute.” “Open-weight models is a tremendous source of geopolitical influence” “When China’s government makes an all-nation commitment, it’s a very...
By Harry Stebbings
Social•Nov 17, 2025
AI Coding's VC Subsidy Mirrors Early Food Delivery Boom
Is AI Coding Like Food Delivery: VC Subsidised and Unsustainable: " I remember the early days of food delivery, it was VC subsidized. We're seeing that right now with AI coding. This can't go on forever... there will be some very valuable businesses...
By Harry Stebbings
Social•Nov 17, 2025
Even Disney+ Struggled: Forecasting New Brands Is Guesswork
5 learnings from launching (and attempting to forecast) Disney+ ... Forecasting a brand-new product, even one with Disney's IP library behind it, is a leap off a cliff. As Vanna Krantz, former CFO of Disney Streaming, told me: "We beat our Year...
By CJ Gustafson
Social•Nov 17, 2025
OpenAI Lacks Platform Power Without Network Effects
Posit: OpenAI’s fundamental problem is that it cannot become a platform company as long as the models it wants to use as a platform have no network effects and remain pure commodities. People had to use Windows, but there is...
By Benedict Evans
Social•Nov 17, 2025
Build for Users, Not Just for Funding
It was never “build what’s fundable” and it isn’t now. It’s always been: make something people want. This comes from users and customers and the needs of others.
By Garry Tan
Social•Nov 17, 2025
Funding Space Fusion, Not Just a Consensus Engine
We're funding space fusion and your take is we're building a consensus machine Maybe you need to look harder
By Garry Tan
Social•Nov 17, 2025
Microsoft Pivots to Agent‑centric Infrastructure Business
"Our business, which today is an end-user tools business, will become essentially an infrastructure business in support of agents doing work." — Satya Nadella Microsoft talking about their view where the value accrues : agent infrastructure https://t.co/1TaxJpOeCB
By Tomasz Tunguz
Social•Nov 17, 2025
Execs Must Practice Their Own Roles to Succeed.
Every time I see a CRO that doesn't sell themselves, they fail. Every time I see a CTO that doesn't code themselves, they fail. Every time I see a CMO that doesn't market themselves, they fail. Every time I see a...
By Jason Lemkin
Social•Nov 16, 2025
Profitable B2B Marketing SaaS with Strong Moat
This is an incredible business. Live on @acquiredotcom: Top-ranked B2B marketing education SaaS serving global teams and pros. > $3.25M ARR > $1.65M TTM profit > globally recognized SaaS + education + brand trust = serious moat Full listing: https://t.co/qKWsmO2tpo https://t.co/97g300eS6r
By Andrew Gazdecki
Social•Nov 15, 2025
VCs Vanish When Growth Is Steady, Not Hyper
I have a seed investment I made years back now at $130m ARR now growing 40% and cash flow positive. And all the VCs have checked out. They haven't been mean about it. Everyone is nice. It's...
By Jason Lemkin
Social•Nov 15, 2025
FoundHer House Empowers Women Founders Amid Funding Gap
Last year, women-led startups received just 2% of total venture capital funding a number that hasn't changed much in more than a decade. That's why stories like this one matter. Two of our USC Jimmy Iovine and Andre Young Academy student...
By Tina Sharkey
Social•Nov 15, 2025
Minority Recap Keeps Control, Majority Sells Liquidity
The fundamental difference between a minority and majority recap: Control. If you sell a majority of your business, you'll receive a high level of liquidity, but all the key decisions will now be out of your control. With a minority recap, you'll retain...
By Michael Lyon
Social•Nov 14, 2025
PalabraAI Acquires Talo AI, Adds Live Translation
Big news for 776 co @PalabraAI: they just acquired @Talo_AI Their API already powers enterprise tools and custom apps & now they’re bringing real-time translation to video calls and live events. Oh, and they also snagged #1 Product of the Day on...
By Alexis Ohanian
Social•Nov 14, 2025
Key Takeaways From My Chat with Nihal Mehta
This was a fun conversation with Nihal Mehta of Eniac Ventures https://lnkd.in/eKaqvudG
By Chris Fralic
Social•Nov 14, 2025
AI Transforms Flexport Hackathons Into New Product Roadmaps
Flexport is at $2B annual revenue and just getting started. AI is so powerful it has turned internal hackathons into roadmaps for entire new product lines https://lnkd.in/g5pueCR7
By Garry Tan
Social•Nov 14, 2025
Take the 2025 VC Compensation Survey by Nov 20
Everyone, It's that time of year when folks start to think about comp. In conjunction with the All Raise team, please find the link below. Please complete the following survey by Thursday, November 20th. We will share the results with all participants. As...
By Richard Kerby
Social•Nov 14, 2025
Securing 18‑Month Runway at Startupfest
Thank you for having me at Startupfest! (Btw, I'm raising for 18 months of runway...)
By Elizabeth Yin
Social•Nov 13, 2025
Mascobot Becomes A16z’s Top Scout and Infra Partner
.@Mascobot is always a few steps ahead!! best @a16z scout now infra partner 🚀🚀
By Angela Strange
Social•Nov 13, 2025
LPs Struggle with Large, Non‑Concentrated Portfolios
It's rare that I see spicy quotes from Limited Partners, but Ben Choi had a great quote at the most recent Kauffman Fellows Summit about why becoming and remaining a venture capitalist can be hard. It sparked a conversation between...
By Charles Hudson
Social•Nov 13, 2025
Rejection Fuels Stronger Pitches, Like a Growing Hulk
Every founder who got rejected 39 times before their Series A reminds me of Hulk. The angrier they got, the stronger the pitch became.
By Niko Bonatsos
Social•Nov 13, 2025
Solana Advocate Predicts Global Finance’s Crypto Future
🪙🧑🏫 Wow. A masterclass on the future of global finance from a crypto savant who bet big on Solana and ironically… has zero interest in bitcoin. New Origins with @KyleSamani, MP at @multicoin👇 https://t.co/v2gSJyqLX8
By Beezer Clarkson
Social•Nov 13, 2025
Solana Signals New Era of Global Financial Infrastructure
Wow. 六 A masterclass on the future of global finance from a crypto savant who bet big on Solana and ironically… has zero interest in bitcoin. New Origins with Kyle Samani, Managing Partner of Multicoin Capital Transparency, speed, and global access are reshaping...
By Beezer Clarkson
Social•Nov 13, 2025
Game Data Unlocks Real-World Insights and Competitive Edge
Amazing how valuable the game data is for real world data. Only games have action on controller and reaction in the world in a physics accurate way. And if you have data from thousands of games and tens of millions...
By Vinod Khosla
Social•Nov 13, 2025
Stamina Wins: Persistence Turns Long‑Term Vision Into Payoff
It’s near impossible to beat someone who just doesn’t give up. I learned that racing marathons: you hit a wall, you feel awful, you may think you're done—and then somehow you find another gear. The same thing happens as a founder. And...
By Angela Strange
Social•Nov 13, 2025
Founders Prioritize Safer Pesticides for Farmers From Day One
One of the things I love about these founders is how genuinely committed they are to discovering pesticides that are safer for farmers. Startups often talk about making the world better, but I can tell you this was their concern...
By Paul Graham
Social•Nov 13, 2025
Benchmark Your Pitch Deck Against 4,000 Startups
Wondering how you stack up? Try the new SaaStr VC Pitch Deck Analyzer. We’ll share how you stack up against 4,000 other start-ups. And we’ll provide you honest and confidential feedback on how to do better. Try it here -> https://t.co/S5UFYzoN7a https://t.co/3M6fas5f2w
By Jason Lemkin
Social•Nov 13, 2025
Join Us Live with Harry Stebbings at SaaStr AI London
We're BACK and it's GOOD TIMES folks!! And come see Harry Stebbings + me LIVE in London Dec 1-2 at SaaStr AI LDN!
By Jason Lemkin
Social•Nov 13, 2025
AI Masks True Talent, Turning Hiring Into Stagecraft
Hiring used to break because companies moved too slowly. Now it breaks because candidates move too fast. AI gave every applicant the ability to look qualified before they have proved anything. Resumes are AI-polished. Writing samples are AI-written. Coding tests get solved...
By Hiten Shah
Social•Nov 13, 2025
YC's 15‑Partner GP Team Feels Like a Dream
YC is a partnership of 15 GPs who have all these qualities It’s honestly a dream
By Garry Tan