Hobby‑Driven F1 Gaming SaaS Hits $33K ARR
Love seeing founders turn their hobbies into profitable businesses. Live on @acquiredotcom: F1 gaming performance tracker SaaS. > $33K ARR > $26K TTM profit > 15% growth Full listing: https://t.co/k4yxWJv4Lx https://t.co/DaibGHHotW
Last Ten Seats for Angel Investors at SF Dim Sum
hosting dim sum in SF on Friday for 150 investors and my latest 10 investments... have ten seats left for active angel/seed investors. please email your angellist/linkedin profile to demoday@launch.co to apply for one going to be amazing networking!
Swiss Voters Reject Initiative, Boosting Tech‑AI Appeal
Very smart to have squashed this Switzerland is in a great spot for tech + AI cycle and will probably attract more talent! “More than 80 per cent rejected the initiative, with about 42 per cent of the population participating by...
Scaling to $100M Is Getting Dramatically Faster
The pace from $1m to $100m keeps accelerating. Proud to be a supporting investor (and very early customer) at @saastrfund
Fundraising Slumps No Longer Mean Failure
I met with a startup in the current batch who seemed demoralized because fundraising was going badly. Later I learned they'd already raised a million dollars. Fundraising going badly is not what it used to be.
Investors Overlook That This Work Already Feels Automated
I was talking recently to a startup using AI to take over a certain kind of work. Apparently investors are skeptical that AI could do it. I told them they should point out that most of this work already seems...
Compressing Data for LLMs Equals Understanding and Innovation
I talked to a startup yesterday that had been forced to compress certain information to fit it into an LLM context window. But compression is understanding, and in the compressed form the information could be used for other, new things.
Startup Founders Trace Multi‑generational Tech Company Lineage
I met a startup today whose founders had previously worked at Coinbase and Scale. And Brian Armstrong of Coinbase had himself worked at Airbnb. I bet 3 "generations" is not the record though. Anyone know of a longer chain?
Lux Capital Revives Vintage Tech with Luxury‑Style Ads
1/ Introducing (in this 🧵 thread below) Lux Capital’s new luxury vintage technologies… (inspired by WSJ magazine fashion ads which ALL have the SAME algorithmic layout: 1 page has model modeling new luxury jewelry or watch; adjacent page has item by...
Start Small, Focus on Core Questions, Avoid Overreach
Instead of getting carried away, it's nice to be carried back instead. What's the essence of this? What's the core? Where's the epicenter? Have we slipped away from that? Good questions to ask when making the first version of anything. If...
AI Voiceover App Delivers 90% Margins, $250K Revenue
90% margins on this app! AI text-to-speech app for generating voiceovers in seconds. > $250K TTM revenue > $180K TTM profit > 100% YoY growth Live on @acquiredotcom: https://t.co/HtzQVs42uS https://t.co/in7czbVTl1
Profit Without Growth Halves PagerDuty’s Valuation
PagerDuty has fallen to $1.1 Billion market cap … at $500m ARR 2.1x ARR It’s profitable now, but it isn’t growing anymore. Revenue growth has slowed to 4% and new customer count is net 0. The markets reward growth. Efficient growth...
Support Kara Nortman's Next Big Venture
Go Kara Nortman https://lnkd.in/gpy3arfQ
Penang Emerges as Supply‑Chain Resiliency Hub
Honored to be part of history-in-making as I see Penang and its startups and founders emerging as a region to watch. Supply chain resiliency is a key top of mind consideration for governments and companies. Besides being faster, better, (more...
Both Founders and Investors Envy Each Other's Roles
The grass is always greener on the other side of the fence. I know so many founders who wish they were investors, and so many investors who wish they were founders again.
Remote-First, Transparent, Accountable Teams Drive Billion-Dollar Success
I love @Linear’s approach to life-work balance. I believe that high accountability, high transparency, remote-first environments can work to build multi-billion-dollar outcomes. It’s the kind of model we’re building at @sevensevensix. https://t.co/mvTRMkMu4I
Efficient Operations Teams Are the Hidden Winners
I think operations is one of the areas and startups that people talk the least about. But the most efficient teams are the ones that end up winning.
That Look When European Seed Funds Lose a Term Sheet
The face every European seed fund sees before they lose the term sheet 🤣 https://t.co/luEqQH95ly
Founders Must Remain Hands‑On After Hiring First VP
The biggest mistake you can make as a founder when you hire your first VP of Sales is stepping out of sales I see this again, and again It only works with the very best VPs of Sales Every other first VP of...
AI Will Democratize Creation Like Anchor Did
Every major shift in consumer tech has a moment when it suddenly becomes accessible to millions. Michael Mignano (@mignano) helped spark one of those moments with Anchor, making podcast creation something anyone could do with a tap. Now at Lightspeed,...
Debt Joins AI Funding, Raising Bubble Risk
1/ AI has been amazing for all of us mostly EQUITY financed by risk-taking VC + growth equity + tech giants until now DEBT has entered the party (Which @andrewrsorkin in "1929" has shown is often the match 🔥that ignites bubbles📈 + eventually brings...
Seeking Your Top Picks for 2026 Founder Event Locations
In 2026, we will be doubling down on our events. Where is a location that you think we should bring one of our founder events to?
Repeatable Vertical SaaS Exits: Build, Sell, Repeat
Stuart Faught has been acquired 18 times on @acquiredotcom. No plans to build a unicorn. Just trying to escape a corporate job that felt like Office Space. One tiny product at a time. Dentists. Orthodontists. HVAC. Med spas. Home care. Build vertical SaaS....
AI Multiplies Startup Productivity, Saving Ten Hires
I talked to a startup that's not a software company but uses AI quite a lot. They currently have 6 employees. I asked how many more people they'd need to hire if they didn't use AI, and they said about...
Use Thanksgiving Break to Plan 2026, Not Fundraise
Although in most cases, I would not recommend to my founders to fundraise between U.S. Thanksgiving and the year end, it is a really good time to reflect and think about 2026 plans. It's also a great time to plan...
Over 1,000 Employees Earn $1M+ From Equity
THIS is what startup success looks like - when the team wins too "According to Stewart Butterfield and Allen, 700 employees made $1M or more from their equity. This number would eventually climb to over 1000 people by 2021 as...
AI Funding Frenzy: Anthropic, NVIDIA, and $10B Valuations
The only podcast you have to listen to every week. No politics. Just tech. - Anthropic Raises $30BN from Microsoft and NVIDIA - NVIDIA Core Business Threatened by TPU - Sam Altman's "War Mode" Analysed - Sierra Hits $100M ARR: Justifies $10BN Price? Spotify 👉 https://t.co/6JKLLkgQVA Youtube...
Solve the Problem only You Can, Not Any Problem
Figuring out the problem that *you* are uniquely the person to solve as a founder is a big part of the battle in finding product-market fit. Don't force picking a problem to solve just because you want to start a...
AI Boosts Student Engagement While Freeing Teachers for Personalized Support
Can AI actually help kids learn, or is it just good at giving them the answers? When we think of using AI for education, many people get visions of young people lazily using ChatGPT to do their homework or write...
Arriving in Startup Hub, Ready to Invest
Just landed in the most powerful startup city on earth. Eager to make some new investments! https://t.co/IoVBJ2W8J2
Profitable 10‑Year DTC Swimwear Brand Hits Market
You don't see DTC startups like this up for sale often! Shopify DTC swimwear brand built over 10 years on @acquiredotcom. > $1.21M TTM revenue > $179K TTM profit > 120K+ social following > 46K+ customers Full listing: https://t.co/O02iOV89uE https://t.co/fUU6KzOgcv
Tech's a Commodity; Win with Distribution, Brand, Experience
Unless you are absolutely on the bleeding edge, technology for many startups is largely a commodity now. It is so important to differentiate on distribution, brand, and customer experience.
Adapt or Risk Obsolescence in AI-Driven Sales
AI may not take your job in sales like it has take so many jobs in support already. But if you’re not at least a little worried it will, I think your career is at serious risk. We will still...
Build the Right Team DNA Early for Success
The team you build is the company you build, so getting the DNA right early on is critical. I wrote a three part series on how to get it right. Here’s Part 1. Parts 2 & 3 are exclusive for KV...
Skip the Fluff—Just Build a Prototype and Relocate
You don’t need a notable cofounder. You don’t need a warm intro. You don’t need a perfect pitch deck. You need a prototype that works and a one-way ticket to SF. Everything else is noise :). Happy Thanksgiving!
Avoid 50/50 Cap Table Deadlocks: They're Dangerous
From a lot of experience with lots of founding teams: 50/50 deadlock cap tables are considered harmful
Robots & Vertical Farms Bring Staples Back Home
Our food system is broken. We deserve better. And yes, robots can help. That’s why I’m excited about @area2farms ( @sevensevensix co). They’re rethinking vertical farming to bring staple crops back into the places people actually live. Drop your top veggie in...
YC Becomes Crypto’s Premier Startup Accelerator
YC is the YC for crypto
Secure Reliable Term Sheets by Leveraging Early Negotiation
Many first-time founders consider the signing of a term sheet as the signal that the deal is nearing its close and the majority of the terms are set in stone. These founders are then surprised when, during exclusivity, the buyer...
NYC AI Founders Gather; Eli Badgio Shares Key Insights
great NYC event for AI founders/engineers. Eli Badgio from extend knows what's up
Curated Daily Insights Cut Through Founder Noise
I’ve been thinking seriously about starting a daily newsletter for founders. I’ve written weekly newsletters for more than a decade. I’ve recorded hundreds of podcast episodes. I’ve done videos, interviews, and everything in between. None of that momentum prepared me...
Only a Few VC Funds Beat the Odds
New!! "How Hard It Is to Be a Great VC? Vencap’s Real Hard Numbers from 1,900+ Funds" https://t.co/3tte0v474Q
Bet on Weird Outliers, Not Consensus Seed Rounds
@HarryStebbings Invest in things that are weirder and you won’t be so circumspect about these rounds. The outliers are rarely consensus at seed
Gemini AI Solves Complex Business Problem Effortlessly
i just used geminiii on what i felt was a complicated business problem and it blew me away with its answer
Life After a Game‑Changing Exit: Founders Speak
Founders after a life changing exit on @acquiredotcom: https://t.co/xbmuxEeJqh
Serial Founders Aren't Significantly More Successful than First‑timers
@GChen99729 100% - There is research on it. It's why second-time founders who are starting a brand new company again actually don't have that much more success than a first-time founder.
Complex Model, Powerful Results When Properly Applied
tough model but if you know how to do it, works really well great writeup from Marina Temkin, CFA https://lnkd.in/gbNsa-GK
Skipping 0‑to‑1 Isn't Laziness, It's Informed Decision‑Making
@RobertoCroci Sure, to be clear, avoiding the 0 to 1 phase does not imply laziness. It just means having that experience and knowledge to shape decision-making.
Investing Early: Lessons From Pre‑Seed, Pre‑Revenue Founders
@TheUtilizeApp We do invest pre-seed and pre-revenue. I'm talking about from the perspective of running a business and my learnings as a founder.