Social•Nov 11, 2025
Limited Seats: Join My Tokyo Founders & Investors Talk
Limited seats for founders and investors, for my Tokyo talk here: https://luma.com/cm0x90mk
By Jason Calacanis
Social•Nov 11, 2025
Tiger Global Poised for Higher Returns via Databricks and OpenAI
Why Everyone is Wrong About Tiger Global Returns: "I think Tiger's gonna end up much better than anyone thought. They got a big stake in Databricks. They were early into OpenAI and Scale. They will benefit from liquidation preferences and preferred stock."...
By Harry Stebbings
Social•Nov 11, 2025
Predicting 2026 AI Valuations and Investment Priorities
we are going to survey Cerebral Valley attendees ahead of a discussion of the results on stage. these good? what am I missing? OpenAI has said it would top $20 billion in annualized revenue this year. What will its revenue be...
By Eric Newcomer
Social•Nov 11, 2025
Treat Series A as a Stepping Stone, Not A
Non-AI founders who treat Series $ A like their last meal somehow keep getting invited back to the buffet. Those asking for seconds often starve.
By Niko Bonatsos
Social•Nov 10, 2025
Root Ventures: Celebrating Top Hacker-Founder Engineer Investors
Huge congrats to Root Ventures, such a great team of hacker founder engineer investors - the best kind
By Garry Tan
Social•Nov 10, 2025
Polymarket Bets OpenAI IPO at $500‑750 B
When is OpenAI going to IPO? And how much will it cost? PLACE YA BETS! In this brand new TWiST clip, me and Alex Wilhelm revisit their ongoing wager about OpenAI's public offering, and check in on how things are going...
By Jason Calacanis
Social•Nov 10, 2025
Youthful Belief in the Impossible Fuels Founder Success
The best VCs remember: at 22 y.o., not knowing it's impossible *is* the superpower; those founders could be very right.
By Niko Bonatsos
Social•Nov 10, 2025
Lux Backs Majestic Labs with $100M for 1,000x Memory
Latest investment revealed from Lux Majestic Labs with $100M💰––from the team that ran silicon at Meta + Google... ...🧠💻1,000x the MEMORY of typical enterprise server
By Josh Wolfe
Social•Nov 10, 2025
Mega Funds Prioritize Capital Velocity Over Early-Stage Deals
Why the Mega Funds are Focused on Capital Velocity: "The North Star for @generalcatalyst @lightspeedvp is investment velocity. Talk to the principles and Jr Partners at these firms.... It does not matter what @ravi_lsvp @htaneja are saying; when you are writing $BN...
By Harry Stebbings
Social•Nov 10, 2025
True Product-Market Fit Means Market Pull, Not Just Value
What exactly IS Product Market Fit? And how do you know when you have it? Alex Wilhelm favorite way to define PMF: "You don't have true product market fit until it feels like you're wearing a meat suit in a dog...
By Jason Calacanis
Social•Nov 10, 2025
Root Ventures Launches $190M Fund for Early Wonky Startups
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startups https://t.co/9yvP8hW7oF
By Eric Newcomer
Social•Nov 10, 2025
New Funding Raises Expectations, Work Never Stops
PSA for Startups: Every new funding round raises the bar for your outcome. That’s why the news mostly excites investors. They just got a markup or won the deal. For everyone on the team, it’s a reminder that expectations just went...
By Hiten Shah
Social•Nov 10, 2025
AI B2B Sales Teams Halved, Efficiency Soars
AI B2B companies do need sales teams. Almost all of them. The question is just … how large of a sales team? It's a question no one fully questioned until recently. But now founders & CEOs are asking: - is some of the...
By Jason Lemkin
Social•Nov 10, 2025
Help Founders Grow Into Unicorns, Not Just Grab Coffee
The surest way to break into VC isn't asking your favorite VC for ☕. It is advising and referring founders who become 🦄 a few years later.
By Niko Bonatsos
Social•Nov 10, 2025
Peter Fenton Excels by Trusting Founder Conviction over Stages
What Makes @peterfenton So Good? " Peter does an amazing job following his founder conviction. He doesn't think about stages. When he finds a @howietl @btaylor that's what guides him." @EverettRandle What have been your biggest lessons from working with Peter @howietl...
By Harry Stebbings
Social•Nov 10, 2025
AI Travel SaaS Hits $345K Revenue, 300% Growth
Big fan of AI plays like this. Vertical AI SaaS built for travel customer experience. > $345k TTM revenue > $265k TTM profit > 300% YoY growth High-margin + Lean ops Check out listing @acquiredotcom: https://t.co/W8PNmLJqTD https://t.co/xuUCVn0BpK
By Andrew Gazdecki
Social•Nov 10, 2025
Laurel Turns Invisible Work Patterns Into Actionable AI Insights
When it comes to AI, most firms are flying blind. But @getlaurel was built to show how people REALLY spend time, turning invisible work patterns into data that leaders can act on. Their latest report has the receipts ↓ https://t.co/0EQksPzRDU
By Alexis Ohanian
Social•Nov 10, 2025
Invest $1M, Reap $150M: Women’s Soccer Boom
At @FortuneMagazine Global Forum, I shared about my ~$1M “overpayment” to help start @weareangelcity in 2020. Now, @NWSL expansion fees are ~$150M. That's a 150x return in 5 years. Billion-dollar women’s teams are coming soon. I hope @ChelseaFCW is one of...
By Alexis Ohanian
Social•Nov 10, 2025
Helping 2–3 Founders Secure Daily Acquisitions
We help 2–3 founders get acquire’d every day on @acquiredotcom. Life changing moments for everyone involved. Pretty awesome to see it happen daily.
By Andrew Gazdecki
Social•Nov 10, 2025
Align Incentives: Invest With Partners to Test Conviction
The Biggest Investing Lesson from Peter Thiel: "Peter creates incentive structures to test the conviction level of partners. For example, you can personally invest alongside the fund in a deal you are leading. If you do not, he will ask, do...
By Harry Stebbings
Social•Nov 10, 2025
AI-Native Status Now Essential, Even for Legacy Firms
Today, legal software @goclio announces a round at $5B and presentation software @GammaApp at $2.5B valuations What do they have in common? Both were around well before the AI Era. Clio in 2008, Gamma in 2020. Being “AI Native” is critical to...
By Jason Lemkin
Social•Nov 10, 2025
Exit Tax Threatens $200M UK Investment and Jobs
I have invested $200M into the UK in the last five years. If @RachelReevesMP implements “Exit Tax” all that funding will go overnight. That is countless jobs, companies and people who will lose out. Rachel, you have managed to steal our...
By Harry Stebbings
Social•Nov 10, 2025
Western Startups Increasingly Rely on Chinese AI Models
this is a great piece that captures the current love affair that western startups and even some bigger companies have with chinese ai the models are intelligent, accessible, and open weight turns out some of your fav sf startups are built on...
By Nathan Benaich
Social•Nov 9, 2025
SaaS Achieves 90% Profit Margin with Minimal Overhead
A margin this high for a task and workflow SaaS is insane. Live on @acquiredotcom: > $423k TTM revenue > $384k TTM profit > 5,000+ paying customers 20+ years in the market. Near zero overhead. Full listing here: https://t.co/Bu8ma6ccSD https://t.co/Y2sadhLoRe
By Andrew Gazdecki
Social•Nov 9, 2025
Free AI Reviews 2,000+ VC Pitch Decks Instantly
This week we’ll cross 2,000 (!) VC Pitch Decks reviewed for FREE on SaaStr AI Try it here -> https://t.co/hVolcGvbUt - Real time scoring - Real time valuation based on 5,000+ rounds - Exact odds of funding based on top VC rounds this...
By Jason Lemkin
Social•Nov 9, 2025
AI Customer Support Flooded with Billion‑Dollar Funding
One market I cannot figure out in a world of AI is customer support. You have: Sierra Decagon GigaML Parloa Forethought Kore Cresta All of these have raised over $100M. and then oldies like Intercom Zendesk Help me out, how does this market shake out?
By Harry Stebbings
Social•Nov 9, 2025
Meghan K. Reynolds Clarifies Current LP Sentiment
For those wondering the LP sentiment @MeghanKReynolds does a great job explaining… 👇
By Beezer Clarkson
Social•Nov 8, 2025
Skip the Competition Slide if You Claim Uniqueness
Many startup founders claim they are building something nobody else sees yet, but their pitch deck comp landscape slide has 7 companies doing the exact same thing. Easy fix: remove this slide from your pitch deck.
By Niko Bonatsos
Social•Nov 8, 2025
Nice CTOs Stifle Innovation and Halt Growth
A VP mis-hire is always tough. A VP Sales mis-hire can set you back a year in sales. A VP Marketing mis-hire can lead you down massive time and money ratholes that don’t get you any more customers. But,...
By Jason Lemkin
Social•Nov 8, 2025
Vet-Focused Shopify Brand Turns
I love when founders turn passion projects into profitable businesses. A Shopify brand built for vets and healthcare pros. > $142K TTM revenue > $130K TTM profit > 17% YoY growth > Low overhead Full listing on @acquiredotcom: https://t.co/ddxifCeDgi https://t.co/CsDd7W2XxK
By Andrew Gazdecki
Social•Nov 8, 2025
Non‑obsessed Founders Are Just Underpaid, Under‑insured Employees
Startup founders who aren't irrationally obsessed with their startup are just rationally employed people with worse health insurance and lower pay.
By Niko Bonatsos
Social•Nov 8, 2025
Roelof Botha Celebrates 23 Years Shaping Founders
Congrats @roelofbotha on an incredible 23 years at Sequoia! You’ve helped shape a generation of founders and investors. None of the scoops or noise can take away from what you’ve achieved and the legacy you leave behind.
By Anu Hariharan
Social•Nov 8, 2025
AI Chatbots Loved, Yet Doomer Billionaires Fuel Fear
If judged based on consumer adoption, AI chatbots are the most popular technology ever. If judged based on poll numbers, they are the least popular. How to explain this? A big part of it is the Doomer Industrial Complex —...
By David Sacks
Social•Nov 8, 2025
Two Portfolio Wins: Nasdaq IPO and Time Cover
One @fiftyyears portfolio company IPOed on NASDAQ the same day another appeared on the cover of Time. Pinch me.
By Seth Bannon
Social•Nov 8, 2025
Send Investor Updates: Leverage Trust, Drive Growth
Founders, for the love of God; send investor updates. 1. Leverage them for help with customer intros, hires and fundraises. 2. Use them to create excitement and conversation about you in market. 3. Because these people have trusted you and...
By Harry Stebbings
Social•Nov 8, 2025
Bootstrapped SaaS Grew via SEO, Sold for Right Price
Christopher Lier built LeadGen App as an internal tool. Turned it into a SaaS, grew it with SEO, and never raised a dollar. When he sold on @acquiredotcom, he knew what his startup was worth and waited for the right buyer...
By Andrew Gazdecki
Social•Nov 8, 2025
SaaStr AI VC Matchmaking Delivers 183 Intros in Two Weeks
The new SaaStr AI VC Matchmaking tool has already made 183 VC intros in its first 2 weeks Try it here -> https://t.co/ZbU9L2c0td https://t.co/HXWF2pE3Gx
By Jason Lemkin
Social•Nov 7, 2025
Great Products Need Distribution, Not Just Brilliance
Technical founders who build amazing products but can't get distribution are like master chefs with Michelin recipes cooking at their mom's kitchen.
By Niko Bonatsos
Social•Nov 7, 2025
VCs Demand 100x IPO: Absurd, Reckless Expectations
VCs explaining why a portfolio company needs to IPO at 100x revenue is like teaching your kid to swim by throwing them off a yacht!
By Niko Bonatsos
Social•Nov 7, 2025
Top Seed Investor Bill Offers Incredible Job Opportunity
Bill is one of the best seed investors in the business. Incredible job opp for someone:
By Jack Altman
Social•Nov 7, 2025
YC's Impact: Our Success Began There
Back to YC — without which we’d never be where we are today https://t.co/8BQ8ijpA4a
By Mathilde Collin
Social•Nov 7, 2025
YC's New Era: Younger, Elite‑Educated, Bay‑Centric Founders
Startup culture feels very different these last few years. This analysis of the 'new' Y Combinator under @garrytan's leadership highlights shifts: • YC founders are younger, averaging ~26 years old • More graduated from a top 20 university, now more than 50% • Massive...
By Ryan Hoover
Social•Nov 7, 2025
Secure AI Funding Now or Fall Behind
"If you haven't captured any AI budget for your start-up yet, your team failed. They had all of 2025 You had to grow faster due to AI in 2025. Twilio, Mongo, Snowflake, startups like WorkOS and RevenueCat all did. The budget was...
By Jason Lemkin
Social•Nov 7, 2025
Sequoia Shakeup and OpenAI Missteps Highlight Industry Turmoil
Meaty Friday piece on Sequoia Capital's leadership shakeup, OpenAI's executive communications fumbles, and much more https://t.co/Lbioa0Q8SP
By Eric Newcomer
Social•Nov 7, 2025
Seeking Ideal 2026 Founder & Investor Event Locations
We are ramping up our founder and investor events in 2026. Where should we host them?
By Elizabeth Yin
Social•Nov 7, 2025
Brutal Honesty Beats Politeness
So true. I get dinged for the latter all the time. Since 2004 the @khoslaventures website has proclaimed “we prefer brutal honesty to hypocritical politeness”. Proud to be a big investor in @PimDeWitte’s two ventures: general intuition and highlight.
By Vinod Khosla
Social•Nov 7, 2025
Hummingbird's First Biotech Deal Nets $800M Stake
Let me just get this straight: Hummingbird owned 16% of BillionToOne at IPO. That is an $800M stake. This was their first ever biotech deal. These guys just play another game!!
By Harry Stebbings