Social•Nov 4, 2025
Fireside Chat with Ro CEO Z Reitano Inspires
Dropped by Ro HQ today to fireside with my friend & Ro CEO @ZReitano — I could chop it up with this guy for hours. https://t.co/6UwXiEVXum
By Alexis Ohanian
Social•Nov 4, 2025
Investing From Spero Fund II, Seeking Founders Building Sustainable Future
Excited to share that we are investing out of Spero Fund II. If you're a founder creating a healthy, sustainable, and fulfilling future for everyone, we'd love to hear from you.
By Shripriya Mahesh
Social•Nov 4, 2025
Profitable D2C Fitness Brand Shows 92% Margins
VC backed D2C fitness sportswear drop on @acquiredotcom. > $50K TTM revenue > $46K TTM profit > 49% YoY growth > 92% margins Love seeing clean, profitable brands like this one. Listing: https://t.co/bObD9JzryK https://t.co/GzdQgFAduh
By Andrew Gazdecki
Social•Nov 4, 2025
Clarity, Not Headcount, Drives True Founder Leverage
Most founders think leverage comes from headcount. It comes from clarity.
By Hiten Shah
Social•Nov 4, 2025
Few Dared, Now AI‑bio Partnerships Finally Thrive
Many biologists called hubris on entrepreneurs looking to reinvent bio with AI. Many in AI deemed bio too messy, refusing to touch wet labs. A small few saw the potential and built. Grateful to be partners to many now hitting their stride.
By Seth Bannon
Social•Nov 4, 2025
Thursday's VC Deep Dive: IPOs, Valuations, Ownership Shifts
Coming Thursday with @HarryStebbings @rodriscoll + me: - The Navan IPO, and What It Really Takes Now - Why You Have to Have Reaccelerated by Thanksgiving - Why Harvey at $8B could be cheap - AgentForce is really good. What That Means. - Single...
By Jason Lemkin
Social•Nov 4, 2025
Founders Must Master Sales, Branding, Marketing, Distribution
Your job as a startup founder is to learn sales, branding, marketing, and distribution because it isn’t just about the product.
By Andrew Gazdecki
Social•Nov 4, 2025
Fintech Winners Atlas and Basis Theory Gain Recognition
Very cool to see Atlas, probably my favorite consumer product right now, and Basis Theory, which I see as *inevitable* infrastructure for the future of commerce, recognized by The Information here. Fintech markets are endless and essential, and if you...
By Kanyi Maqubela
Social•Nov 4, 2025
Treat Attention Like Capital: Manage It Rigorously
Attention is the real balance sheet. Most companies know where the money went. Few can say where the attention went. Yet that’s what decides everything. Every company budgets for headcount and spend. Almost none budget for attention. It feels infinite, so...
By Hiten Shah
Social•Nov 4, 2025
Fast Capital Reallocation Fuels National Success in Tech Shifts
This is a MUST READ from @tylercowen on why robust capital markets and fast re-allocation of capital creates winning countries when technology shifts. https://t.co/Lx7EE8vK4y
By Michael Eisenberg
Social•Nov 4, 2025
China Keeps Subsidizing AI, Robotics, and Auto Sectors
China continues to subsidize its major industries (AI, robotics, cars) https://t.co/DtS4d3MvGH
By Elad Gil
Social•Nov 4, 2025
Accelerator Overload Floods Me with Spam Offers
There are now so many "accelerators" that I get spam from people making products for them. Very weird. I wrote all YC's original software, so every spam is either offering something I wrote, or something I didn't think was worth...
By Paul Graham
Social•Nov 4, 2025
Ops Become Startup’s Competitive Edge in Commoditized Tech Era
We're entering the age of better startup ops. In software, tech has largely become a commodity. Distribution is also becoming commoditized. Ops is the way to stand out today. How? More >>
By Elizabeth Yin
Social•Nov 4, 2025
Space Data Centers: Starcloud’s Path to Cosmic Compute
Why does Starcloud have Alex Wilhelm SO EXCITED about the future of the space economy? In this TWiST highlight, Alex and I examine Starcloud, the company aiming to build data centers in space. For now, they're starting small, putting just a...
By Jason Calacanis
Social•Nov 4, 2025
Sam Altman's Spicy Clip: Tension or Playful Banter?
Was Sam Altman getting a little testy with AltCap on that Bg2 pod clip? Or was this all in good fun? In this TWiST highlight, Alex Wilhelm and I check out Sam Altman's appearance (with Satya Nadella) on Brad Gerstner, and...
By Jason Calacanis
Social•Nov 3, 2025
Founders: Join Investor Panel Batter Up NYC & SF
NYC and SF Founders, this is your moment. Batter Up SF and Batter Up NYC are happening Nov 10 with an amazing panel of investors. ⚾ SF (6pm PT): https://t.co/cAqJ85ttH0 ⚾ NYC (6pm ET): https://t.co/vmE3f0YDPo Come and check it out! https://t.co/XYYvyB8D2H
By Elizabeth Yin
Social•Nov 3, 2025
Genetic Insights for All: Empowering Family Health Decisions
I invested in @nucleusgenomics because they’re building something EVERYONE should have access to - genetic insights that empower families to make better health decisions. That kind of awareness should be universal. https://t.co/2y3SBIRiC5
By Alexis Ohanian
Social•Nov 3, 2025
Tiny Budgets Teach Founders Faster Than $10M VC
$10K budgets are teaching startup founders what $10M VC rounds never could; ship fast!
By Niko Bonatsos
Social•Nov 3, 2025
AI Cold Email SaaS Generates $495K Revenue, 100% Growth
This founder is basically giving it away to move onto a new startup. Live on @acquiredotcom: VC backed cold email SaaS with AI-powered outreach and smart inbox management. > $495K TTM revenue > $155K TTM profit > 100% YoY growth Full listing: https://t.co/iY13bIBtfn https://t.co/ID2m72SOGo
By Andrew Gazdecki
Social•Nov 3, 2025
ManifoldBio Lands $55M AI‑bio Deal with Roche
What AI x bio winter? @ManifoldBio inked the largest AI bio platform deal in ~4 years. $55M upfront, potential for $2B in milestones and royalties. With Roche. Using their massively scaled in vivo tech to find shuttles to bring therapeutics across the...
By Seth Bannon
Social•Nov 3, 2025
Cerebral Valley AI Summit to Shape 2026 Startup Strategies
The Cerebral Valley AI Summit is next week! Conversations on stage and in our discussion groups will help shape the strategies for many AI startups in 2026 https://t.co/9rRg7IPjvb
By Eric Newcomer
Social•Nov 3, 2025
From Reddit to Sports Investing: Backing Fan‑Fervent Teams
Had a great time on Portfolio Players talking about my journey from Reddit to sports investing. I shared why I backed @weareangelcity and @ChelseaFCW, two teams with massive, passionate fanbases that were clearly worthy of investment... https://t.co/88GaHJKajo
By Alexis Ohanian
Social•Nov 3, 2025
David Sacks Shares AI and Crypto Wisdom
Lots of knowledge from the AI & Crypto czar @DavidSacks
By Ben Horowitz
Social•Nov 3, 2025
Upcoming Investor Events: NYC, SF, Singapore This Week
Hustlers & investors! Fun events next week: • Batter Up NYC — Nov 10 • Batter Up SF — Nov 10 • Founder Friends SG: FinTech Fest — Nov 12 RSVP: → https://t.co/Tw02geADxF https://t.co/bNEeVsBkM4
By Elizabeth Yin
Social•Nov 3, 2025
VC Carry Reveals How Much of You They Own
Founders: Ask your VCs in a quiet moment how much carry they have in the fund Very roughly, multiple this by the funds' ownership stake in your startup … and then once again by 0.2 That's about how much they own of you
By Jason Lemkin
Social•Nov 3, 2025
Scaling Laws, Synthetic Data, and AI Myths Debunked
Joelle built the AI lab at Meta She worked and learnt from Zuck She is one of the leading minds in AI What everyone thinks they know about AI but get wrong 👇 - Why Scaling Laws Will Continue - Why You Can’t Buy Success...
By Harry Stebbings
Social•Nov 3, 2025
OpenAI's Growth Threatened by Competitive Margin Compression
The actual risk is not that OpenAI collapses, but that they become one of five players in a highly competitive market. They will face margin compression and declining market share, which reduces a 30x+ price to sales ratio down to 5x,...
By Jason Calacanis
Social•Nov 3, 2025
Seeking Small-Team Feedback for New Mainframe Product
We backed @jsngr's prev co (acq. by Figma). We also backed his second co, Mainframe. They're building something new and want to get feedback from small teams (<10 people). DM Jordan if you're keen to share. :)
By Ryan Hoover
Social•Nov 3, 2025
Act Fast on Good VC Offers—Don’t Delay
Founders when you meet a VC and they give you a good offer. By running a “process” you are optimising for one of two things: 1. Price 2. The best partner If you have both, just do the deal now. Delay...
By Harry Stebbings
Social•Nov 3, 2025
Market Soars, Yet B2B Deals Remain Hard
New!! “Nasdaq Reaches Another ATH. Nvidia Tops $5T. But Navan’s IPO and JAMF’s $2B Exit Show B2B Still Isn’t Easy.” https://t.co/T5c5VRn0Sp https://t.co/T5c5VRn0Sp
By Jason Lemkin
Social•Nov 2, 2025
Virality Amplifies Retention and Monetization, Not Guarantees Them
Going viral and having a high retention product people love (and pay for) are two different things Virality is just a multiplier on retention and monetization
By Garry Tan
Social•Nov 2, 2025
Founders Are Inventing Tomorrow; “Too Early” Is Nonsense
Early stage VCs saying you are too early is like telling a time traveler they should have arrived yesterday. Meanwhile the founder is literally inventing tomorrow.
By Niko Bonatsos
Social•Nov 2, 2025
Solo-Run LA Streetwear Generates $500K Sales via Community
This community driven Shopify brand is crushing it. LA streetwear label with 55K+ followers + $500K sales in 2024. > $162K TTM revenue > $25K TTM profit > 30% repeat buyers > Low overhead & solo-run Listing live @acquiredotcom: https://t.co/DXbtszYozp https://t.co/J8sxUtzKTj
By Andrew Gazdecki
Social•Nov 2, 2025
VCs Need to Embrace Uncertainty in Their Opinions
Most VCs should be much less sure of most of their opinions most of the time.
By Jack Altman
Social•Nov 2, 2025
OpenAI Monitors Top Apps to Replicate Founders' Ideas
Hear my WARNING for ANY APP using OpenAI's API… On an urgent new This Week in Startups clip, I'm warning founders that Sam Altman is ALWAYS WATCHING. Sure, companies that use the most OpenAI tokens get thank you emails and handsome plaques....
By Jason Calacanis
Social•Nov 2, 2025
Free AI Analyzer Grades Your VC Pitch Deck Instantly
Wondering if your VC pitch is good enough? SaaStr AI will tell you. Try the FREE SaaStr AI VC Pitch Deck Analyzer here -> https://t.co/S5UFYzoN7a Try it now. We'll grade it, tell you the exact odds you'll get funded, and...
By Jason Lemkin
Social•Nov 1, 2025
VCs Must Choose Between Steady Growth and AI Frenzy
Is Triple Triple Double Double good enough anymore? $1m ARR -> $3m ARR -> $9m ARR -> $18M ARR -> $36m ARR -> rocketship Here's the thing. On the one hand, of course it is. That compounds to 50%+ growth...
By Jason Lemkin
Social•Nov 1, 2025
Founders Need Others to Define and Validate Products
Engineers who need business people to tell them what customers really want are the same founders who need VCs to tell them their product is good.
By Niko Bonatsos
Social•Nov 1, 2025
OpenAI Turns For‑Profit, Microsoft Takes 27% Stake
What I Read This Week... 1) OpenAI’s Corporate Evolution After months of speculation, the company has formalized its transition into OpenAI Group PBC, a for-profit public benefit corporation currently valued at $500 billion, controlled by the original nonprofit foundation. The shift ends its...
By Chamath Palihapitiya
Social•Nov 1, 2025
US VCs Dominate European Series A Funding
European VCs are getting their lunch eaten at Series A by the best in the US: 1. ElevenLabs, led by a16z @kirbyman01 2. Synthesia, led by FirstMark @mattturck 3. Legora, led by Benchmark @sarahtavel @chetanp 4. Fyxer, led by Madrona...
By Harry Stebbings
Social•Nov 1, 2025
Navan and Ariel Coco Celebrate Successful IPO Launch
Big congrats @Navan @arielcoco on IPO today https://t.co/QcM5koTHbZ
By Elad Gil
Social•Nov 1, 2025
Founders Fail When They Chase Trends Over Real Pain
Too many founders fail because they build what’s really trendy rather than what’s really painful to customers.
By Andrew Gazdecki
Social•Nov 1, 2025
Founders Fund Leads Another Early-Stage Investment
founders fund early again :) https://lnkd.in/gHsqPnuu
By Hunter Walk
Social•Nov 1, 2025
Boardy Boardman: AI Intro Partner Connecting VCs and Founders
I'm Boardy Boardman - an AI introduction partner who talks to hundreds of VCs and founders daily. https://t.co/4J8h8VYL9W
By Chris Fralic
Social•Nov 1, 2025
Bootstrapped SaaS Sold for $3.5M Proves Modest Success Works
We helped a founder sell their bootstrapped startup for $3,500,000 this week at @acquiredotcom. Another life changing outcome. Proof you don’t need a billion dollar startup to win. A profitable SaaS is enough. Huge congrats to the founder and to the next one...
By Andrew Gazdecki
Social•Nov 1, 2025
Make One Precise, Ready-to-Execute Ask to Busy People
If you are pinging someone who’s busier than you, you should have a single well-thought-out specific ask. Only ask for something you truly cannot do on your own, and where you have done everything you possibly can by yourself. For example,...
By Balaji Srinivasan
Social•Nov 1, 2025
Lux to Invest Billions in UK Defense Tech
An inspiring talk Lux has been spending lots of time in UK We funded one of the most important new defense tech companies (Cambridge Aerospace) and with this kind of attitude will and spirit from @matthewclifford I expect we will invest billions...
By Josh Wolfe
Social•Oct 31, 2025
Treat Seed Funding as Fuel, Not Runway
The real flex after raising your seed round; treating capital like 🚀 fuel, not runway and ship fast while others are still building pitch decks.
By Niko Bonatsos