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 there." with @rodriscoll @HarryStebbings + me https://t.co/kCSnXpYH9l
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
Social•Nov 7, 2025
AI Capex Distinguishes Valuation of Hardware vs Digital Firms
I get asked a lot if we are in an AI bubble. My answer generally is it does not matter to my investment strategy. But here is one place that the AI CAPEX buildout matters: valuation. You cannot value companies that...
By Michael Eisenberg
Social•Nov 7, 2025
Jaw‑dropping Founder Demos Spark My Curiosity
Occasionally I meet a founder with a demo that makes my jaw drop. Wish I could share what I just saw. Side note: If you're a founder with a truly jaw-dropping demo, DM me. :)
By Ryan Hoover
Social•Nov 7, 2025
Breadth Beats “Spray and Pray” At Seed Stage
Breadth matters at seed. “Spray and pray” is a lazy pejorative and LPs who insist on spreading that toxic meme will destroy the firms they invest in and and their own returns.
By Garry Tan
Social•Nov 7, 2025
Success Lies in Building Ecosystems, Not Dominating Markets
"Venture capital, the success of Silicon Valley, and much of today’s technological progress, was built on an infinite game: Recognising the opportunity to develop an ecosystem, rather than simply dominating what little existed."
By Shripriya Mahesh
Social•Nov 6, 2025
Migrate only for Concrete Needs, Not Trendy Buzzwords
Ouch. If this is your list of reasons for doing something, don't do it. "Why we migrated: - New investor wanted 'cloud-native' - Engineers wanted K8s experience - Competitors were using it - Seemed like the future"
By Paul Graham
Social•Nov 6, 2025
Skip Finishing Schools, Build Real Value and Relationships
Someone at the SF Standard is going to write a story about how I told people not to go to Slow Ventures Finishing School. FWIW I really like a bunch of the people who work there, and I have no...
By Garry Tan
Social•Nov 6, 2025
Biotech Nasdaq IPO Promises Massive Early‑investor Returns
juicy biotech nasdaq ipo today! huge returns for early investors https://t.co/EppHjO3egc
By Nathan Benaich
Social•Nov 6, 2025
Introducing Cerebral Valley’s Heavyweights with Index Ventures
Meet the Cerebral Valley Heavy Weights with @IndexVentures https://t.co/MfyhKCjKam
By Eric Newcomer
Social•Nov 6, 2025
Investing to Accelerate Technology's Deflationary Impact
Technology is deflationary in a good way and @usv we are investing in driving down cost!
By Albert Wenger
Social•Nov 6, 2025
AI Agents Already Outpace Average Humans—Start Monetizing Now
New!! @rodriscoll @HarryStebbings + me on 20VC: 1/ "AI Agents really are already better than mediocre humans. So you better be tapping into that revenue as a startup. You better be getting some of that revenue by now, by late...
By Jason Lemkin
Social•Nov 6, 2025
Cash Burn: No Escape for Founders
New on SaaStr!! "You Can Hide From a Lot of Things as a Founder. Cash Burn Isn’t One of Them." https://t.co/GzWBxOnn2k https://t.co/KFM0DeUeuo
By Jason Lemkin
Social•Nov 6, 2025
Product Hunt Celebrates 12 Years Empowering Indie Makers
Today is Product Hunt's 12-year anniversary. It started with a tweet and has become a global launchpad for founders and makers. Pretty cool to see so many now-household names—Notion, Deel, Loom, Ramp, Figma—launch their v1s on the platform. But we've always tried to...
By Ryan Hoover
Social•Nov 6, 2025
Export Restrictions Threaten US AI Leadership and Global Innovation
Everyone in Silicon Valley understands that the way to win a technology race is to get the most users and developers on your platform. Yet the anti-export lobby in Washington keeps inventing reasons why America’s friends and allies shouldn’t be...
By David Sacks
Social•Nov 6, 2025
Mission‑First Biotech Thrives on Science and Execution
10 out of 10. Would recommend. BillionToOne is a wonderful example of what's possible when you take on the most important, hardest problem you can. Oguzhan and David didn’t set out to “start a startup.” They wanted to solve a globally important...
By Seth Bannon
Social•Nov 6, 2025
AI Hype: Bubble or Superintelligence? Both Unlikely.
The two biggest narratives about AI right now are that (1) it’s a massive bubble (i.e. totally fake) and (2) about to give rise to superintelligence (i.e. totally real). Both narratives can be fake (which is what I believe) but...
By David Sacks
Social•Nov 6, 2025
No U.S. AI Bailout; Competition Will Fill Gaps
There will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place.
By David Sacks
Social•Nov 6, 2025
AI Revolutionizing Finance, Fueling Our VC-Backed Startup
I had a great time with my friends at Corient yesterday keynoting their annual summit. AI is undoubtedly changing all the things that we do in finance (and every industry!) and it's never felt better to be building a tech...
By Alexis Ohanian
Social•Nov 6, 2025
A16z Launches New Media Fellowship for Online Talent
I'm excited to announce the a16z New Media Fellowship. Or as many people are saying, the Thiel Fellowship for the terminally online. Finding highly functional people who are also very online is hard, so we are creating a fellowship to gather and...
By Erik Torenberg
Social•Nov 6, 2025
New Media Redefined: Insights From Alex Danco and A16z
interesting piece on what new media is from @Alex_Danco and @a16z crew https://t.co/aEXT20msl4
By Eric Newcomer
Social•Nov 6, 2025
Benchmark’s Portfolio Outshines All Other Funds
Of every fund of this vintage, I would rather have Benchmark’s portfolio than any other: Sierra ($10BN) Mercor ($10BN) Firework ($4BN) Legora ($2BN) Langchain ($1.3BN) Manus (one of most insane teams in AI) HeyGen ($80M ARR) Today it gets...
By Harry Stebbings
Social•Nov 6, 2025
Investors Underestimate AI-Native Insurer Lemonade's Compounding Edge
“Many insurance CEO want to sprinkle AI pixie dust on themselves” - @daschreiber CEO of $LMND on CEO of @AIGinsurance Investors still do not fully understand the power of an AI native company like @Lemonade_Inc and how it compounds advantage. https://t.co/LOPcEf4U1f @CNBC
By Michael Eisenberg
Social•Nov 6, 2025
OpenAI May Turn on Partners, Threatening Founders
Just a fair warning to founders: like Facebook and microsoft, I predict OpenAI will study their platform partners and compete with many of them in the coming years. This isn't abnormal, mind you… Microsoft built windows, then destroyed their top...
By Jason Calacanis
Social•Nov 6, 2025
Free AI Calculator Scores 600K Startup Valuations, Predicts Funding Odds
Woo-hoo!! Just crossed 600,000 start-up valuations on new, FREE SaaStr AI valuation calculator here -> https://t.co/jvgsU2zIKA The 2.0 version not only tells you what you’re worth, but now also tells you the odds you’ll get funded! Try it! -> https://t.co/jvgsU2zIKA https://t.co/T2LLQpqSkK
By Jason Lemkin
Social•Nov 6, 2025
T3D2 Deals Are Attractive but Could Cost
New!! “The Problem(s) With T3D2 Venture Deals. They’re Still Great. But They Might Get You Fired.” https://t.co/lXKYxMt3Lo
By Jason Lemkin
Social•Nov 5, 2025
Free Tools for Startup Valuation and Pitch Deck Grading
FREE startup valuation tool -> https://t.co/jvgsU2zIKA FREE VC pitch deck grader -> https://t.co/S5UFYzoN7a
By Jason Lemkin
Social•Nov 5, 2025
Neoclouds Skip VCs, Target Public Markets Directly
Good one from @cityofthetown: Neoclouds Race for the Public Markets, Leaving VCs Behind https://t.co/bBRvTaZCmp
By Eric Newcomer
Social•Nov 5, 2025
Big Funds Skip Follow‑on when Upside Seems Limited
I remember a few years ago, a SaaStr Fund portfolio company was struggling to get a Series A round done They found a lead to put in $8m, but wanted the insiders to put in the other $2m. I wasn't a very...
By Jason Lemkin
Social•Nov 5, 2025
Bootstrapped Mobile Games Hit $500K Profit, 400M+ Downloads
400M+ downloads and $500K profit. Bootstrapped mobile gaming portfolio live on @acquiredotcom. > $501K TTM revenue > $501K TTM profit > 100% YoY growth > 5000+ customers Full listing: https://t.co/JSw4HtA7wT https://t.co/6oHcBIy8Fg
By Andrew Gazdecki
Social•Nov 5, 2025
Deedy Das and Jay Eum Join VC Roundtable
Deedy Das and Jay Eum Join the VC Roundtable! https://t.co/QQlqMmKtCr
By Jason Calacanis
Social•Nov 5, 2025
Unlock Angel Investor Tax Savings with Expert Session
Super psyched! We're doing a quick session with @ankurnagpal tomorrow who knows a TON about tax-savings strategies for angel investors. He is going to knowledge-dump a ton of tactical info - will be great! Hope to see you tmrw - sign...
By Elizabeth Yin
Social•Nov 5, 2025
Domestic Battery Supply Chain Essential for National Security
Why are batteries a national security issue? It is THE energy source for critical applications today and, even more importantly, tomorrow: Cars Data Center Batteries (ESS) Military and defense drones Robots If we are to be a resilient nation that is in control of our...
By Chamath Palihapitiya
Social•Nov 5, 2025
AI Scientist Achieves Verifiable End-to-End Discoveries
in the latest @stateofaireport, I predicted that an ai scientist would make verifiably new discoveries end-to-end looks like we’re pretty much there!
By Nathan Benaich
Social•Nov 5, 2025
Startup Fundraising Used to Be Far Tougher
When I founded my first start-up, * I had to sign a full recourse note to my VCs for $750,000 to get a tiny bridge * We had to sell 60% of the company in the first round * I had to agree...
By Jason Lemkin
Social•Nov 5, 2025
Palantir's Sky‑high Valuation Defies Low Sales
Palantir: the highest valuation on the least sales of any public company ever I’m still very bullish Just a reminder things in AI are well valued https://t.co/0CNJSRuhax
By Jason Lemkin
Social•Nov 5, 2025
Sequoia Partners Split on Prop 50: $2.
Super interesting overall - and this with all the Sequoia news yesterday: Mike Moritz gave $2.5M FOR Prop 50 and Doug Leone gave $250K AGAINST https://t.co/nFC4cbAzg8
By Chris Fralic
Social•Nov 5, 2025
New Signature Block Issue Tackles Hotly Debated Topic
We've been on an hiatus with our investor newsletter, Signature Block. Publishing a new piece on a hotly debated topic later today. Subscribe: https://t.co/HVZVBIUn4e
By Ryan Hoover
Social•Nov 5, 2025
Roelof Reviews Track Record Before Passing the Keys
Roelof looking at his track record as he hands over the keys https://t.co/qIh43tCXE3
By Jason Calacanis
Social•Nov 5, 2025
Roelof Botha’s Bold Bets Built Tech Giants
Don’t forget square, instagram, Nu bank, YouTube, Airbnb, MongoDB, unity and WhatsApp — @roelofbotha was responsible for those crazy bets as well!
By Jason Calacanis
Social•Nov 5, 2025
Sanabil Launches Founder University in Riyadh, US Partnership
Sanabil Founder University in Riyadh 🇸🇦 🇺🇸 🤝 https://t.co/lLAXJ4kpHB
By Jason Calacanis
Social•Nov 4, 2025
All Raise Summit Launches with Top Tech Storytellers
The All Raise summit kicks off tomorrow with 3 of the smartest, most insightful, connected, respected & kickass storytellers in tech: (and also some of my favorite people on the planet - Nairi Tashjian Hourdajian (Figma, ex Canaan ex...
By Aileen Lee
Social•Nov 4, 2025
Showcase Your Weekend Hack Projects at Floodgate Event
We’re hosting our Floodgate Friends & Family event soon — and we want to spotlight builders doing something cool on the side. If you’re hacking on a project nights & weekends (no matter how rough!), drop a link or DM me. We’ll...
By Ann Miura-Ko
Social•Nov 4, 2025
VCs Prioritize Destination Over Execution, Even Without License
Funding a startup founder before they have a driver's license is proof that some VCs care more about where you are going than how you will get there :).
By Niko Bonatsos
Social•Nov 4, 2025
Early Financial Discipline Predicts Billion‑dollar Stewardship
The startup founders who treasure your $25K like $25M today will steward $2B the same way tomorrow; financial discipline is muscle memory.
By Niko Bonatsos
Social•Nov 4, 2025
AI Sales Agents Do the Work Humans Won’t
$495 is a tough price point to hire a human sales rep for But an AI agent? 烙They don't mind. They don't mind -- at all. If nothing else, put AI agents + AI SDRs and AEs on the deals ... your...
By Jason Lemkin
Social•Nov 4, 2025
Get Real Fundability Scores by Uploading Your Deck
How fundable are you -- really? How well are you doing -- really? Just upload your deck here to SaaStr AI VC -> https://t.co/S5UFYzofhC And don't guess anymore https://t.co/80nrRXLnXb
By Jason Lemkin