Social•Oct 23, 2025
Old Rules Gone, New Unwritten: Brace for Turbulence
"The old rules do not apply any more, but the new ones have not been written. And we must brace ourselves for more turbulence ahead." https://t.co/8duOq5QZUz
By Balaji Srinivasan
Social•Oct 23, 2025
CrusoeAI Secures $1.4B to Power Infrastructure Boom
👀 @ChaseLochmiller and team @CrusoeAI are an unstoppable force that’s enabling the greatest infrastructure buildout of our lifetime. And it’s still early innings! $1.4b in fresh capital, let’s go! https://t.co/p8Hp8XVdGA
By Nathan Benaich
Social•Oct 23, 2025
Venture as a Product: Building a Dedicated Organization
"When we started a16z, we decided we wanted to treat venture as not only a craft, but also a product, and staff an organization set up for that goal" - @pmarca David is the best "venture as a product" builder I...
By Erik Torenberg
Social•Oct 23, 2025
Smart Money Doubles Down on Winners, Not New Startups
We're back! @HarryStebbings @rodriscoll + me: 🧵 1⃣The Great VC Shuffle: Benchmark's big hire 2⃣Why billion-dollar ARR companies that are "still early" 3⃣Why the smartest money might be doubling down on winners instead of hunting for the next big...
By Jason Lemkin
Social•Oct 23, 2025
Visible, Honest Leadership Accelerates Startup Growth
What I see CEOs at struggling start-ups do: - Go dark - Hide - Lash out - Tweet about lots of things non-work - Invest time on tiny expenses - Argue internally What should do: - Be Present - Be Honest - Be the Rock - Be Realistic/Optimistic You just plain grow...
By Jason Lemkin
Social•Oct 23, 2025
Seed Investing: Hear Future Voices, Not Predict Outcomes
Just did a deep dive with @mariogabriele for The Generalist. The core idea: great seed investing isn’t prediction: It’s noticing the faint whispers from those already living in the future. 7 takeaways from that conversation. 🧵
By Mike Maples Jr.
Social•Oct 23, 2025
Tel Aviv's Golden Age Fuels 30‑40% Venture Portfolio
1. Excluding SpaceX - We have 30%-40% of our venture portfolio here. 2. Tel Aviv feels like the MOST exciting city in the world right now. There is an electricity...and it is inspiring! 3. Golden Age for the region. 4. Israel is defending...
By Michael Eisenberg
Social•Oct 23, 2025
Governments Shift From Regulation to Acceleration
From the regulatory state to the acceleratory state. https://t.co/m0yKXRSf0u
By Balaji Srinivasan
Social•Oct 23, 2025
Great Teams Transform Bad Ideas Into Success
Even a terrible startup idea can turn into a great one with the right team.
By Andrew Gazdecki
Social•Oct 23, 2025
Transparency in AI Builds Trust Through Visible Thinking
When people trust humans, they trust intent. When they trust AI, they trust transparency. The best AI agent interfaces will reveal complexity with clarity. A good experience helps people see how an agent thinks, not just what it does. That’s how confidence...
By Hiten Shah
Social•Oct 23, 2025
Identifying Future Buyers of SaaS Companies
New!! "Who Will Buy The SaaS Companies?" https://t.co/m1tppdUsFM
By Jason Lemkin
Social•Oct 22, 2025
Thomas Laffont on Navigating AI, Investments,
I had a blast having Thomas Laffont on Uncapped. He's the cofounder of Coatue, a $70B AUM firm investing from inception through IPO. We discussed how he makes sense of the current AI cycle, what he thinks will happen to software...
By Jack Altman
Social•Oct 22, 2025
Condensing 6,000‑Word LP Update for Podcast Listeners
Finalizing our next LP update with @vedikaja_in. It's nearly 6,000 words. Maybe we should ask Chat to generate a shorter version for "2x podcast people". 🤔
By Ryan Hoover
Social•Oct 22, 2025
Future AI Breakthroughs Will Rely on Adaptive Learning, Not Size
If Adaption Labs is right, the next leap forward in AI won’t come from trillion parameter models, it’ll come from systems that learn on the fly. https://t.co/t4EXiWHf8Z
By Seth Bannon
Social•Oct 22, 2025
Clarifying: Our Firm Is 776, Not 777
Just to be SUPER clear, my firm is 776 (Seven Seven SIX) and has nothing to do with these apparent clowns at 777. https://t.co/tzeJO7yZ6P
By Alexis Ohanian
Social•Oct 22, 2025
BoxGroup Launches Two $275M Funds for Early-Stage Founders
BoxGroup is excited to continue to be in the business of funding early stage ambitious founders building products they dream about - we've raised two new funds, each $275m, to give to founders as early as possible BoxGroup More here:...
By David Tisch
Social•Oct 22, 2025
AI Video Creator: Profitable, Ready for Acquisition
AI + video = huge market. This tool on @acquiredotcom helps creators generate and schedule short-form videos automatically. You can spin up YouTube Shorts, TikToks, and AI-style clips (even Pixar-like animations). Zero editing skills needed. > $107K TTM revenue > $79K profit > 100+ customers >...
By Andrew Gazdecki
Social•Oct 22, 2025
Tiny Check, Massive Return: Don't Underestimate Winners
My single best investment from 20VC Fund I broke advice everyone gave me. Don’t write small checks. If it is less than 1% of the fund, it won’t move the needle. Wrong. I wrote a $50K check. Today it is...
By Harry Stebbings
Social•Oct 22, 2025
Feature Bloat Dilutes Focus, Turns Users Into Habit
Somewhere along the way, growth stopped meaning progress and started meaning more. More features. More dashboards. More categories to chase. Every successful product faces this moment. You build something people love. It works. Then comes the temptation to widen the story....
By Hiten Shah
Social•Oct 22, 2025
Choose Location that Multiplies Luck, Not Stifles Momentum
well put (on eu vs us) “When you build something ambitious, you realize geography isn’t neutral. It either multiplies your luck or quietly kills your momentum. I chose to go where luck compounds.”
By Nathan Benaich
Social•Oct 22, 2025
Accrual Accounting Essential for SaaS Founder Valuations
Many of the private SaaS founders we work with don't realize that recognizing revenue in accordance with principles of GAAP and accrual accounting is not just a practice for publicly traded companies. We've found that SaaS founders, for convenience and in...
By Michael Lyon
Social•Oct 22, 2025
Winning Startups Choose Either Full Office or Full Remote
One of the best CEOs I know said to me the other day, "I wish we'd never allowed work from home I know this is a complex issue even today, and for many, a triggering one. What I can tell you in...
By Jason Lemkin
Social•Oct 22, 2025
Overstock Turned Into Environmental and Financial Gains
Proud to support entrepreneurs like @amritakbhasin via my Foundation who are tackling massive, overlooked problems in the supply chain and climate space. Amrita's journey building Sotira was just profiled in Forbes for turning overstock and short-dated inventory into both environmental and...
By Alexis Ohanian
Social•Oct 22, 2025
Deep AI Immersion: The New Must‑Do for Founders
Every major platform shift rewrites the playbook for founders and investors. Sarah Tavel saw it during the rise of mobile — and now knows that to truly excel in a new era, you can't just observe from the sidelines. You...
By Beezer Clarkson
Social•Oct 21, 2025
Early Traction Hinges on Story, Not Metrics
Early on traction is a story problem, not a metrics problem. The best founders know which narrative unlocks the next stage.
By Niko Bonatsos
Social•Oct 21, 2025
VCs Preach Agility, Yet Respond at a Glacial Pace
VC irony: We preach agility, yet often take forever to respond…
By Niko Bonatsos
Social•Oct 21, 2025
AI Agents Turn CRM Into Passive Data Warehouse
AI is a pretty big threat to CRM. Not the need for CRM, but to its value proposition. I didn't totally get it until we deployed 11+ AI Agents. But what they do is push your CRM to the...
By Jason Lemkin
Social•Oct 21, 2025
Simple Slack Email Tool Generates $22K Profit Autopilot
I love simple tools like this on @acquiredotcom. Manage team emails directly inside Slack. > $22K TTM revenue > $20K profit > 200+ customers > Runs on autopilot > Lean, profitable, dead simple Full listing: https://t.co/b3BlAnxTAb https://t.co/1DDfmVFl2z
By Andrew Gazdecki
Social•Oct 21, 2025
Benchmark Your Pitch Deck Against 4,000 Startups
Wondering how you stack up? Try the new https://t.co/iXj7ZJdxfx VC Pitch Deck Analyzer -> https://t.co/S5UFYzoN7a We’ll share how you stack up against 4,000+ other start-ups. And we’ll provide you honest and confidential feedback on how to do better. https://t.co/YtZxaYnamq
By Jason Lemkin
Social•Oct 21, 2025
AI's Next Phase: Specialized Intelligence Over General Hype
What comes next for AI? Perhaps physically specific intelligence, more than artificial general intelligence. Here’s a draft thesis. (1) First, AI is now entering the trough of the hype cycle. Every tech, no matter how amazing, goes through this. It’s actually one...
By Balaji Srinivasan
Social•Oct 21, 2025
Heidi Roizen Shares Top Cold Emailing Tips
Very good cold emailing advice from @HeidiRoizen of @thresholdvc https://t.co/Ak8orSOI2F
By Chris Fralic
Social•Oct 21, 2025
Deel Acquires: Replace Core Assets, Rebuild Adjacent
"At Deel, we do two types of acquisitions. 1. Buy an asset in our core market. Buy the team, revenue, bring them in-house, rip and replace their infrastructure with ours pretty fast. 2. Buy smaller companies that are in adjacent...
By Harry Stebbings
Social•Oct 21, 2025
Project Europe Delivers Rapid Product-Market Fit, Secures Major Wins
Project Europe has product market fit so much faster and so much stronger than even we hoped. In the first 6 months: - 10 cracked teams invested in So what… of those 10: - 1 acquired by category leader - 1...
By Harry Stebbings
Social•Oct 21, 2025
Limited AI Still Fuels Revolutionary Momentum, Like Beam Engines
Prediction: LLMs in their current form may not be able to do everything, but AI now has enough momentum that this won't matter. Beam engines couldn't do everything either, but they were enough to set off the Industrial Revolution.
By Paul Graham
Social•Oct 21, 2025
From $182M Loss to $38B Annual
https://t.co/GRwsz6132y is the go-to slur of the Dot Com era. Let's see: https://t.co/GRwsz6132y burned ~$182M total investor capital before going bust. Today, just US online pet goods sales = ~$38B/year; ~$70B total market cap including portions of Amazon & Walmart....
By Marc Andreessen
Social•Oct 21, 2025
AI Voice Boosts Ecommerce Revenue, Solving Phone Conversion Gap
Proud @saastrfund is joining the round for @Consio_AI and the team building the AI voice layer for ecommerce!! Here's why we invested: 1⃣The Obvious Problem: Phone Converts Better Every ecommerce brand knows phone calls convert 3-5x better than web. But staffing a phone...
By Jason Lemkin
Social•Oct 21, 2025
AI-Driven VC Matchmaking for Fundable Startups Only
We’re launching something different at SaaStr AI. VC Matchmaking that actually works. Because most founders are pitching the wrong VCs. Or pitching before they’re ready. Join the waitlist → https://t.co/x5NqYcTMbt Here’s how it works: 1️⃣: You upload your pitch Real revenue. Real metrics. Real traction....
By Jason Lemkin
Social•Oct 20, 2025
Own Your Software: Essential for Scaling Success
"A lot of SaaS is not tailored enough to the needs of the company. Owning most of the software makes a significant difference in what you can do. It is the dumbest thing to do when you are small. It...
By Harry Stebbings
Social•Oct 20, 2025
AWS Outage? Try Our Always‑On Startup Valuation Calculator
AWS down for you? 👉Take a break and try our StartUp Valuation Calculator! -> https://t.co/jvgsU2zIKA It only takes seconds, it's super cool, and ... it's still up!! https://t.co/lVUsOvUCJR
By Jason Lemkin
Social•Oct 20, 2025
Scaling AI: Strategies for Building Intelligent Systems
How do you build AI systems that scale? On Nov 12 in SF, I’ll host Calvin French-Owen (Co-founder & former CTO @Segment, led @OpenAI's Codex launch) for a Theory Ventures Office Hours conversation on scaling intelligent systems. We’ll dig into: ⚙️ Building...
By Tomasz Tunguz
Social•Oct 20, 2025
AI Isn't a Bubble, Unlike the Dot‑Com Era
this time last year post-@stateofaireport we heard lots of “is ai a bubble” chatter, just like we do today we wrote a piece on @airstreetpress arguing that ai is not like the dot com thinking of writing up a v2...
By Nathan Benaich
Social•Oct 20, 2025
Alfred Lin: Deep Business Insight Makes Board Exceptional
"I would have most liked to have @Alfred_Lin on my board. He is one of the best investors in the world. He understands the business he invests in a lot more deeply than other board members." @Bouazizalex What have been...
By Harry Stebbings
Social•Oct 20, 2025
Early AI‑GTM Adopters Scaling Fast, Laggards Scrambling
It's time. 🏃♀️It's time to get ahead of the pack in AI + B2B. At SaaStr AI London Dec 1-2 -> https://t.co/ufOgU4yrs6 The companies that figured out AI + GTM this year already are now scaling aggressively—closing bigger deals, reducing...
By Jason Lemkin
Social•Oct 20, 2025
AI's Rapid Evolution Sparks Bubble Debate and Nvidia Dominance
got to chat about the @stateofaireport on @tbpn last fri w/@johncoogan @jordihays, incl. bits on financing dynamics, how today's ai is magical vs. 12 years ago when i started, ai bubble (yes, no?), nvidia's dominance, ai search/agent experience, industrial policy...
By Nathan Benaich
Social•Oct 20, 2025
Real Traction Speaks: Customers Return, Pay, and Refer
Most founders waste time trying to look like they have traction. When traction’s real, you don’t need to choreograph it. It shows up when people return, pay again, and bring their friends. Customers end up doing the advertising for you.
By Hiten Shah
Social•Oct 20, 2025
Deel’s $300M Raise Reveals Aggressive Acquisition Strategy
I fricking hate podcasts where the guest does a podcast tour to promote something. @Bouazizalex just raised $300M+ at a $17BN+ valuation. He did one podcast to discuss the round and the crazy last 12 months. 20VC. - Raising $300M from Ribbit, a16z and...
By Harry Stebbings
Social•Oct 20, 2025
Back AI’s Good Guys to Drive Safe Innovation
1/ I want to state plainly: in all industries, especially in AI, it’s important to back the good guys. Anthropic is one of the good guys. More thoughts about why we need to fuel innovation and talk safety at the same...
By Reid Hoffman