Venture Capital Social Media and Updates

Rethinking GTM Pricing, Hiring, Compensation for AI Scale
SocialNov 25, 2025

Rethinking GTM Pricing, Hiring, Compensation for AI Scale

Office Hours: GTM Leadership in the AI Era: Pricing, Hiring, and Compensation Thursday, December 11 5:30–7:30 PM PDT As AI-native companies scale, GTM leaders are being forced to rethink long-standing assumptions about pricing, hiring, incentives, and how revenue organizations should...

By Tomasz Tunguz
SaaStr AI VC Secures 682+ Startup‑VC Matches This Month
SocialNov 25, 2025

SaaStr AI VC Secures 682+ Startup‑VC Matches This Month

Then ready to get funded? SaaStr AI VC will help connect you with top B2B + AI VCs We’ve already made 682+ matches this month! Check that our here -> https://t.co/ZgZ3zuf6hP https://t.co/0zbn4irJYL

By Jason Lemkin
Find the Perfect B2B AI VC with One Prompt
SocialNov 25, 2025

Find the Perfect B2B AI VC with One Prompt

And not sure which VCs are right for your start-up? Ask SaaStr AI. In one prompt, we’ll tell you which of 372+ top B2B+AI VCs are best for your startup -> https://t.co/3JyImX3jMX https://t.co/bUh3OE9DWf

By Jason Lemkin
Considering Raising Over $1 Billion: A Serious Question
SocialNov 25, 2025

Considering Raising Over $1 Billion: A Serious Question

@lpolovets Serious question: what if you raised at $1B+?

By Jason Lemkin
Launching Investor‑Focused Product Hunt, Seeking SF Early‑Stage Backers
SocialNov 25, 2025

Launching Investor‑Focused Product Hunt, Seeking SF Early‑Stage Backers

Building a Product Hunt for investors. A few weeks ago we onboarded 100 beta users and sent the first digest. Opening space for a few more. If interested, DM if you're an: • Early-stage investor • Based in SF • Trust me ;) (will delete this tweet...

By Ryan Hoover
Investors Don't Outnumber Founders in London, Claim Refuted
SocialNov 25, 2025

Investors Don't Outnumber Founders in London, Claim Refuted

@BennettSiegel @endowment_eddie @maxaltman Except it’s not true that investors outnumber founders in London! Just wrong

By Harry Stebbings
Early First and Second Close Signals a Bad Deal
SocialNov 25, 2025

Early First and Second Close Signals a Bad Deal

The minute I hear first and second close for an early stage funding round; I am out. Never a good sign.

By Harry Stebbings
Deep Search Instantly Surfaces Hidden Ticket Insights
SocialNov 25, 2025

Deep Search Instantly Surfaces Hidden Ticket Insights

Deep Search from @yuma_dot_ai is a new way to access Customer Voice. Brands struggle to find patterns in thousands of support tickets, so critical issues go unnoticed for days. Deep Search uses a ChatGPT-like interface to scan the entire ticket cloud in...

By YCombinator
Mel Williams on AI Cycle and VC Competitive Edge
SocialNov 25, 2025

Mel Williams on AI Cycle and VC Competitive Edge

Had an awesome time chatting with Mel Williams , cofounder of TrueBridge, an $8B AUM fund that invests in VC firms. We discussed how he thinks about the current AI cycle, what he looks for in venture managers, and what...

By Jack Altman
Build a Dream Team Before Hiring an Investment Bank
SocialNov 25, 2025

Build a Dream Team Before Hiring an Investment Bank

What key things should founders look for when hiring an investment bank to help sell their business or raise capital? Most software founders don't know exactly who needs to be involved in order to pull off a successful sale or...

By Michael Lyon
Venture Opportunities Are Bigger Than Ever, Despite Competition
SocialNov 25, 2025

Venture Opportunities Are Bigger Than Ever, Despite Competition

Check out the full early-stage analysis in my LinkedIn article here + convo w @kirstenagreen (@ForerunnerVC) on how despite the competition, the opportunity in venture has never been greater. https://t.co/X5nmVC8dQU

By Beezer Clarkson
Megas Dominate Series A Deals over $20M
SocialNov 25, 2025

Megas Dominate Series A Deals over $20M

Series A: Most priced A rounds cluster around $20M. Below this, dedicated A funds lead the majority of rounds. ~40% of priced A rounds land in the $20M+ bucket & this is where the megas come flooding, leading or co-leading more...

By Beezer Clarkson
Mega-Funds Dominate Rare $20M+ Seed Rounds
SocialNov 25, 2025

Mega-Funds Dominate Rare $20M+ Seed Rounds

New data on Seed & Series A: how many deals are getting done & at what check size👇 Seed: ~90% of priced Seed rounds are $20M: Though just a tiny fraction of the mkt, 70% of priced Seed rounds include mega-fund lead...

By Beezer Clarkson
AI Time-Platform Report Exposes Broken Modern Work
SocialNov 25, 2025

AI Time-Platform Report Exposes Broken Modern Work

Wild to think I first seeded @getlaurel almost a decade ago 🤯 Their new AI time-platform report shows just how broken modern work is. No wonder companies are lining up for Laurel. Love seeing this momentum… and we’re just getting started....

By Alexis Ohanian
Stay Resilient—Download the Latest Private Company Benchmarks
SocialNov 25, 2025

Stay Resilient—Download the Latest Private Company Benchmarks

Keep on keeping on (and download the new private company benchmarks): https://t.co/TzlGYFvqPm

By CJ Gustafson
Growth Slows: Even $50M+ Firms Hit 17%
SocialNov 25, 2025

Growth Slows: Even $50M+ Firms Hit 17%

We’re seeing a structural reset: growth is simply harder now. Even $50M+ companies are growing at 17%, and public SaaS is stuck at 13%.

By CJ Gustafson
40%+ Growth Is Rare; SaaS Growth Slows Significantly
SocialNov 25, 2025

40%+ Growth Is Rare; SaaS Growth Slows Significantly

I don't know who needs to hear this today... But if you're growing more than 40%... you're CRUSHING IT! I know we only hear about companies obliterating land and speed records, but the reality is most SaaS companies are lucky...

By CJ Gustafson
Pre‑Christmas Podcast with Harry Stebbings and Rodricoll
SocialNov 25, 2025

Pre‑Christmas Podcast with Harry Stebbings and Rodricoll

Pre-Xmas pod with @HarryStebbings and @rodriscoll https://t.co/tEZBz0srjx

By Jason Lemkin
AI Video Agents Halve Downtime, Boost Resolution Speed
SocialNov 25, 2025

AI Video Agents Halve Downtime, Boost Resolution Speed

Congrats to Cerrion on their $18M Series A! Factory downtime costs manufacturers $1.4T annually (up 319% since 2019). Cerrion's AI video agents monitor production lines in real time, detecting quality issues, safety risks, and process deviations—then intervene automatically. Manufacturers like Unilever and...

By YCombinator
Why SaaS Revenue Matters to VCs, Even If Overrated
SocialNov 25, 2025

Why SaaS Revenue Matters to VCs, Even If Overrated

As a founder, I used to think that SaaS revenue was overrated. Why did VCs care so much about that? Especially when it didn't make sense per the business More >>

By Elizabeth Yin
Gym Teacher's Lesson Becomes VC's Problem‑Solving Fulcrum
SocialNov 25, 2025

Gym Teacher's Lesson Becomes VC's Problem‑Solving Fulcrum

A Venture Capitalist’s Ode to His Gym Teacher Michael Eisenberg There is an old adage that those who can’t do, teach. Those who can’t teach, teach gym. The adage has always troubled me. What more enlightened pursuit is there than education? So...

By Michael Eisenberg
SaaStr AI VC Apps Reach 800K Uses in 60 Days
SocialNov 25, 2025

SaaStr AI VC Apps Reach 800K Uses in 60 Days

@bogdaniordache Probably not. Still, the flip side? Our SaaStr AI VC apps have already been used 800,000+ times in < 60 days https://t.co/XOGfNpEPiG

By Jason Lemkin
Custom Vibe Coding Threatens SaaS Dominance
SocialNov 25, 2025

Custom Vibe Coding Threatens SaaS Dominance

Vibe Coding Will Kill SaaS: "  In a year or two; you'll get to a place where a lot of the current organizational tools that companies are using, you could build your own version. It would make so much more sense to you...

By Harry Stebbings
Humanoid Chore Bots Under $1000 Launch
SocialNov 25, 2025

Humanoid Chore Bots Under $1000 Launch

.@PiggyRobotics is building mass-producible humanoid robots that can do your chores at iPhone prices. They're full-size and complete with custom muscles, valves, and pumps for less than $1000. Congrats on the launch, @RichardGong17 & @Chenny_Deng33! https://t.co/dTIOKW2u1B https://t.co/8jrZsOZa4r

By YCombinator
80% of Founders Fail First Due Diligence, Investors Overlook It
SocialNov 24, 2025

80% of Founders Fail First Due Diligence, Investors Overlook It

An astounding 80% of founders fail due diligence the first time they go through the process… and many investors aren’t doing ANY confirmatory due diligence at all. On TWiST, we’re chatting with Collin Sebastian of En Vérité about the shocking...

By Jason Calacanis
Pivot Fast: Listen, Adapt, and Find Your Market
SocialNov 24, 2025

Pivot Fast: Listen, Adapt, and Find Your Market

Sometimes founders can’t necessarily predict who will embrace their product… that’s why it’s so important to stay flexible and open-minded! On TWiST, Alex and I are chatting with Francisco Cornejo of Familify, maker of the well-reviewed storytelling app Storybook app....

By Jason Calacanis
One Week Left: Apply for Impactful Graduate Internship
SocialNov 24, 2025

One Week Left: Apply for Impactful Graduate Internship

One week left to apply to our graduate internship program! I love working with our interns and they get to work on projects that directly impact the direction of our firm! https://lnkd.in/g6A7_phA

By Charles Hudson
High‑Profit 3M‑User Portfolio Hits $1M Revenue
SocialNov 24, 2025

High‑Profit 3M‑User Portfolio Hits $1M Revenue

An amazing portfolios of apps just landed on @acquiredotcom > $1M TTM revenue > $595K TTM profit > 2.95M monthly active users Lean team, diversified revenue mix, and strong recurring base. Love rare portfolio listings like this: Check more here: https://t.co/iqotQkQkUE https://t.co/aAtqSU3dIs

By Andrew Gazdecki
Cofounder Breakups Kill Startups More than PMF
SocialNov 24, 2025

Cofounder Breakups Kill Startups More than PMF

Startups die from cofounder breakups/tensions more often than not finding product market fit. We just blame PMF because "irreconcilable differences" sounds too much like divorce court jargon.

By Niko Bonatsos
Celebrating a Near‑Miss Investment in Interface’s Vision
SocialNov 24, 2025

Celebrating a Near‑Miss Investment in Interface’s Vision

Congrats to Thomas Lee Young , Aaryan Mehta , and the whole Interface team on today's announcement! This is an investment that almost didn't happen - thankfully, a friend nudged me to meet with them before the round closed. I've...

By Charles Hudson
Microbiome Model Predicts Drug Response, Boosts Efficacy
SocialNov 24, 2025

Microbiome Model Predicts Drug Response, Boosts Efficacy

Anto (@anto_f25) is building a foundation model for microbial communities that predicts how drugs work across diverse populations. By uncovering how the microbiome drives drug response and failure, they're optimizing molecules for broader efficacy and reduced toxicity. https://t.co/WkL4bmIahO

By YCombinator
AI Investment Drives Half of GDP Growth, Reversal Risks Recession
SocialNov 24, 2025

AI Investment Drives Half of GDP Growth, Reversal Risks Recession

According to today’s WSJ, AI-related investment accounts for half of GDP growth. A reversal would risk recession. We can’t afford to go backwards.

By David Sacks
Forge Slowly, Thrive as AI Automates Speed
SocialNov 24, 2025

Forge Slowly, Thrive as AI Automates Speed

“Move Fast and Break Things” vs “Move Slow and Forge Things” “Move fast and break things” was a something we invented at Facebook to get a bunch of entitled Ivy League kids to grind for us. It worked. Then, all of...

By Chamath Palihapitiya
Allocate 10% to a 30x Winner for 3x Fund
SocialNov 24, 2025

Allocate 10% to a 30x Winner for 3x Fund

How do you create a 3x venture fund? For a smaller fund, in theory there are many ways, but most likely is: 1️⃣ Put 10% of your fund into your very best investment 2️⃣ It does 30x = 3x the whole...

By Jason Lemkin
Model Prices Expected Near Zero, Margins Become Irrelevant
SocialNov 24, 2025

Model Prices Expected Near Zero, Margins Become Irrelevant

" The margins are the least thing that I'm worried about. We're taking into consideration that the prices of models will go down to zero." @MS_BASE44 How do you think about model costs over time? Right to assume close to zero? @destraynor...

By Harry Stebbings
Spotlight on USV’s Star Entrepreneur and Portfolio Success
SocialNov 24, 2025

Spotlight on USV’s Star Entrepreneur and Portfolio Success

Great read about a fantastic entrepreneur and @usv portfolio company (also featuring @BradUSV)

By Albert Wenger
Success No Longer Dependent on Silicon Valley Location
SocialNov 24, 2025

Success No Longer Dependent on Silicon Valley Location

6. Why Base44 Is Helped & Not Hurt by Not Being in Silicon Valley Silicon Valley is no longer mandatory for building important companies or accessing opportunity. The war on talent is tough in Silicon Valley: If you don’t have deep pockets,...

By Harry Stebbings
Base44 Lets Anyone Build Products, Outpacing Cursor
SocialNov 24, 2025

Base44 Lets Anyone Build Products, Outpacing Cursor

5. How Does Base44 Beat Cursor in the End? I started Base44 for non-technical people: no API keys, no Supabase links… As models improve, even developers care less about editing files or seeing code. When you can build whole products inside Base44, most...

By Harry Stebbings
Tiny Carry, Massive Payout: VC Economics Explained
SocialNov 24, 2025

Tiny Carry, Massive Payout: VC Economics Explained

That new VC partner on your board? They might have say 5% carry in the fund Let's say you sell for an incredible $500,000,000 after 10 years. WOW! And the fund owns 15% The new partner then makes ... $750,000 $500m x 15% x...

By Jason Lemkin
Outdated Travel Policies Force Meetings Away From Tel Aviv
SocialNov 24, 2025

Outdated Travel Policies Force Meetings Away From Tel Aviv

As I mentioned, we had to do our LP meeting in London because many firms' travel policies have not been updated to show how safe Tel Aviv is and we always want to see our partners in person. We appreciate...

By Michael Eisenberg
Key Investable Themes Highlighted in Slide
SocialNov 24, 2025

Key Investable Themes Highlighted in Slide

This is a slide I showed last year as well. These are investable themes. /2 https://t.co/Ahu2RPdjuo

By Michael Eisenberg
Sharing Select Slides: Israel vs UK Insights Unveiled
SocialNov 24, 2025

Sharing Select Slides: Israel vs UK Insights Unveiled

Every year, at our annual meeting with our LPs, I do a State of the Union. It is pretty wide ranging. It covers Geopolitics, VC, Investment Themes, Opportunities, State of Aleph and more. For years I have debated whether to share...

By Michael Eisenberg
What It Takes for OpenAI to Reach $500B
SocialNov 24, 2025

What It Takes for OpenAI to Reach $500B

A spicy thought experiment: What would OpenAI have to do to hit $500 billion in annual revenue within the next five years? https://t.co/jxxTIIIqgC https://t.co/blAVz6cHUP

By CJ Gustafson
AI Lowers Founder Bar, Sparks Career Reinvention
SocialNov 24, 2025

AI Lowers Founder Bar, Sparks Career Reinvention

Aileen Lee 's in conversation with Reid Hoffman , Stacy Brown-Philpot , & Van Jones sharing prescient thoughts on how this AI revolution has lowered the bar for founder entry and career re-imagination. #MastersofScale

By Tina Sharkey
AI Music SaaS Hits $621K ARR, Profitable
SocialNov 23, 2025

AI Music SaaS Hits $621K ARR, Profitable

This is the future of music right here. Live on @acquiredotcom: AI music creation SaaS that turns vocals and text into full songs with voice. > 3M+ users > $621K ARR > $559K TTM profit > 80% margins Bootstrapped and profitable. Full listing: https://t.co/Obvm9zKtc6 https://t.co/W1RRxUq9Oj

By Andrew Gazdecki
AI Boom Thrives, Business Models Still Uncertain
SocialNov 23, 2025

AI Boom Thrives, Business Models Still Uncertain

Everyone in AI feels the same tension right now, but this piece finally names it clearly. The tech is real. The progress is real. The spending is real. The business models aren’t. Not yet. This is the best breakdown I’ve...

By Hiten Shah
Fresh, Focused AI Memory Beats Massive, Outdated Datasets
SocialNov 22, 2025

Fresh, Focused AI Memory Beats Massive, Outdated Datasets

I know ‘memory’ is a big deal in AI — what I don’t know is how >much< of it you really need to have a great AI experience. The more I learn about how our own AI Agents work, the...

By Jason Lemkin