Venture Capital Social Media and Updates

AI's Next Phase: Specialized Intelligence Over General Hype
SocialOct 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
SubImage Raises $4.2M for AI-Driven Vulnerability Mapping
SocialOct 21, 2025

SubImage Raises $4.2M for AI-Driven Vulnerability Mapping

Congrats to @alexchantavy, @kunaalsikka, and @SubImageSec on their $4.2M seed! From the creators of Cartography at @Lyft, SubImage is an open-core alternative to Wiz, using AI to show how vulnerabilities and access paths lead to compromise. https://t.co/HpMp0e8sfN https://t.co/KMyFtUYNkC

By YCombinator
Cercli Secures $12M Series A to Power AI Hiring
SocialOct 21, 2025

Cercli Secures $12M Series A to Power AI Hiring

Congrats to @akeed23, @twopac, and @cerclihq on their $12M Series A! Cercli is the single platform for enterprises to hire, manage, and pay their global workforce in the AI era. They've grown 10x over the last 12 months, processed over...

By YCombinator
Heidi Roizen Shares Top Cold Emailing Tips
SocialOct 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
Deel Acquires: Replace Core Assets, Rebuild Adjacent
SocialOct 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
Letter AI Secures $10.6M to Accelerate Sales with AI
SocialOct 21, 2025

Letter AI Secures $10.6M to Accelerate Sales with AI

Congrats to https://t.co/c9C4WZdYZj on their $10.6M Series A! Letter AI's enablement platform helps sales teams ramp up faster with AI-powered training and coaching, instantly find and personalize collateral for customers, and engage their buyers. https://t.co/mX4rRd1JVo https://t.co/mIGGfzxkUE

By YCombinator
YC Guides Founders on AI Pivots, Hiring, and Open‑Source Strategy
SocialOct 21, 2025

YC Guides Founders on AI Pivots, Hiring, and Open‑Source Strategy

Every founder faces moments where they’re not sure what to do next — such as how to go to market with AI products, when to pivot, and who/when to hire. In this episode of Office Hours, YC partners @koomen, @bradflora, @dessaigne,...

By YCombinator
Project Europe Delivers Rapid Product-Market Fit, Secures Major Wins
SocialOct 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
Limited AI Still Fuels Revolutionary Momentum, Like Beam Engines
SocialOct 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
From $182M Loss to $38B Annual
SocialOct 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
AI Voice Boosts Ecommerce Revenue, Solving Phone Conversion Gap
SocialOct 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
AI-Driven VC Matchmaking for Fundable Startups Only
SocialOct 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
Own Your Software: Essential for Scaling Success
SocialOct 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
AWS Outage? Try Our Always‑On Startup Valuation Calculator
SocialOct 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
Scaling AI: Strategies for Building Intelligent Systems
SocialOct 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
AI Isn't a Bubble, Unlike the Dot‑Com Era
SocialOct 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
Alfred Lin: Deep Business Insight Makes Board Exceptional
SocialOct 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
Early AI‑GTM Adopters Scaling Fast, Laggards Scrambling
SocialOct 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
AI's Rapid Evolution Sparks Bubble Debate and Nvidia Dominance
SocialOct 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
Albacore Secures $6.5M Seed for Stealth Submarine
SocialOct 20, 2025

Albacore Secures $6.5M Seed for Stealth Submarine

Congrats to @albacoreinc on their $6.5M seed! Albacore is building underwater drones for the military. Their first product, Ghostfin, is an 8ft modular autonomous submarine designed to patrol undetected for 1,000+ nautical miles & support special ops. https://t.co/j9Ud89JdDQ

By YCombinator
AI Platform Automates Ads and Landing Pages, Replacing Agencies
SocialOct 20, 2025

AI Platform Automates Ads and Landing Pages, Replacing Agencies

Uplane (@uplane_com) is building software to replace marketing agencies. Their AI generates ads with matching landing pages and steers them across Meta, Google, TikTok, and others. https://t.co/WEay29YNYx Congrats on the launch, @juliuskoerfgen, @Marvin_A_M & @vollmer_lukas! https://t.co/CBq2rxJqTp

By YCombinator
Real Traction Speaks: Customers Return, Pay, and Refer
SocialOct 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
Deel’s $300M Raise Reveals Aggressive Acquisition Strategy
SocialOct 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
Back AI’s Good Guys to Drive Safe Innovation
SocialOct 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
Biannual Mock Fundraises Sharpen Founders' Reflection
SocialOct 20, 2025

Biannual Mock Fundraises Sharpen Founders' Reflection

Raising can be a grind, but it’s a good forcing function to reflect. Founders (and VCs) might benefit from doing biannual mock fundraising prep.

By Ryan Hoover
Join SaaStr Fund: Fast-Track Venture Deal Experience
SocialOct 20, 2025

Join SaaStr Fund: Fast-Track Venture Deal Experience

I’m hiring an Associate at SaaStr Fund ($200m AUM) The job: 1️⃣ Screen 50+ inbound deals/week, find the 2-3 worth the deep dive. 2️⃣ Help manage the new https://t.co/D1x4RaX5t7 which over 5,500 founders have used in 5 years anywhere else for...

By Jason Lemkin
Angel Fundraise Details Reveal Top 1% Founders
SocialOct 19, 2025

Angel Fundraise Details Reveal Top 1% Founders

You can tell a top 1% founder purely from how they structure the angel component of a fundraise. The blurb they suggest. The forwardable email they send for each. The specific angels they want in. All says so much about their...

By Harry Stebbings
Innovation Quest Launches: 70+ Founders Ignite AI Ventures
SocialOct 19, 2025

Innovation Quest Launches: 70+ Founders Ignite AI Ventures

2025 USC Jimmy Iovine and Andre Young Academy Founders Bootcamp 🚀 Friday we kicked off the annual Innovation Quest with our 2025 Founders Bootcamp. Standing-room only & filled with energy, insight, & community. Over 70 IYA undergraduate & graduate founders...

By Tina Sharkey
Bootstrapped Screen‑mirroring App Nets $1.8M Profit
SocialOct 19, 2025

Bootstrapped Screen‑mirroring App Nets $1.8M Profit

Some mobile apps are crazy profitable. This one generates $1,800,000 per year!🤯 Now live on @acquiredotcom: Top rated iOS apps for screen mirroring and remote control. > 570K monthly users > $3.5M revenue > $1.8M profit > Bootstrapped Full listing: https://t.co/T7kDgxkfQp https://t.co/p6BkZYUyqN

By Andrew Gazdecki
Incumbents Erode OpenAI Share; Coding Tools Decline
SocialOct 19, 2025

Incumbents Erode OpenAI Share; Coding Tools Decline

Here are two very important charts about the current AI boom. Chart 1: Distribution Matters Open AI is still the clear leader but, interestingly, they are loosing percentage share as the market grows. This is normal for a category leader but...

By Chamath Palihapitiya
Four Free AI Tools to Accelerate Fundraising
SocialOct 19, 2025

Four Free AI Tools to Accelerate Fundraising

SaaStr.ai just launched four FREE AI tools that can save founders 100+ hours in fundraising prep. And maybe even get you funded: 1️⃣ AI Start-Up Valuation Calculator. Get VC-grade valuations using data from 5,000+ recent rounds, public comps, and AI...

By Jason Lemkin
Startups Funding Peers: Warning Sign of a Bubble
SocialOct 19, 2025

Startups Funding Peers: Warning Sign of a Bubble

Startups investing in other startups... is this peak bubble behavior? https://t.co/1paenKbhQh

By CJ Gustafson
Speed Is a Feature of the Best
SocialOct 19, 2025

Speed Is a Feature of the Best

Just sent a deal to a dear friend and mentor who is one of the greatest of our time. Sent at 8:12AM PST and response provided to me and founder by 8:18AM. Speed is a feature of the best.

By Harry Stebbings
Get Pre‑Screened Dealflow Directly on Our Waistlist
SocialOct 19, 2025

Get Pre‑Screened Dealflow Directly on Our Waistlist

VCs: Want more dealflow? With deals pre-screened, selected, and analyzed for you? Get on our waistlist here -> https://t.co/t0woGMPLz6 https://t.co/LWckPofGUm

By Jason Lemkin
Executive‑Retail Dialogues Redefine Market Dynamics
SocialOct 19, 2025

Executive‑Retail Dialogues Redefine Market Dynamics

Back at Reddit, we saw how powerful real conversations between companies & communities could be. That same energy is reshaping markets. @StakeholderLabs , a @sevensevensix co, just launched @Marketopolis with @Benzinga to help execs talk with retail investors, not at them.

By Alexis Ohanian
Solo Founder Sells $144K ARR CAD SaaS for $740K
SocialOct 18, 2025

Solo Founder Sells $144K ARR CAD SaaS for $740K

These are the kinds of businesses you never hear about but they print money. Now live on @acquiredotcom: CAD + calculation SaaS for building engineers. > $144K ARR > $140K profit > Solo founder > Asking: $740K Full listing: https://t.co/WAQyftmp01 https://t.co/h9PkXiqvj7

By Andrew Gazdecki
AI Funding Surge Leaves Traditional SaaS Exits Stalled
SocialOct 18, 2025

AI Funding Surge Leaves Traditional SaaS Exits Stalled

🤔 Who Will Buy The SaaS Companies? We’re sitting on a problem many don’t want to talk about: the traditional SaaS exit playbook is breaking down. Even for very good SaaS companies For years, it was predictable. Build to $20M-$50M...

By Jason Lemkin
Startups Use Proxy Metrics to Fake Early Traction
SocialOct 18, 2025

Startups Use Proxy Metrics to Fake Early Traction

SHOWING TRACTION BEFORE YOU HAVE TRACTION Everybody knows that startups thrive when they have “real” traction — that is revenue, active users, great retention curves, and a fast growth rate. However, startups also find themselves in a catch-22 where they're not...

By Andrew Chen
Top NBA Owner Calls ATHLOS Conference Best Ever
SocialOct 18, 2025

Top NBA Owner Calls ATHLOS Conference Best Ever

The Friday Morning of ATHLOS, we held our first STARTING LINE CONFERENCE to bring together the best builders, owners, and investors at this intersection of emerging sports x tech. As always, we followed up with everyone to get feedback on how...

By Alexis Ohanian
Treat Founder Attention Like Cash: Say No
SocialOct 18, 2025

Treat Founder Attention Like Cash: Say No

Founders: if it’s not a top priority, it’s a "no". If it might be later, it’s still a "no" for now. Protect your attention like cash. That’s how you win.

By Andrew Gazdecki
Originality Gives Innovators Edge Over Mere Copycats
SocialOct 18, 2025

Originality Gives Innovators Edge Over Mere Copycats

It's easier to innovate when you're the original of something. People copying you can only copy a snapshot of your current state. They don't know which aspects of the snapshot are essential and which are random things you'd been about...

By Paul Graham
First‑Check Investors Celebrate Big Dreams and Community
SocialOct 18, 2025

First‑Check Investors Celebrate Big Dreams and Community

Reminiscing on the @sevensevensix investor community event a few weeks back! Team-bonding, founders dreaming big and a room buzzing with possibility. Nights like this remind us why we love being the first check into founders with BIG ambitions. Some of us...

By Alexis Ohanian
Bootstrapped Agency Sells for $1.6M, Defying VC Need
SocialOct 17, 2025

Bootstrapped Agency Sells for $1.6M, Defying VC Need

Nice way to end the week at @acquiredotcom. We just closed an agency for $1,600,000 cash. Completely bootstrapped. More proof you don't need venture capital to win. https://t.co/RMGykfRnMP

By Andrew Gazdecki
Choose the Right Location for Your AI Agents
SocialOct 17, 2025

Choose the Right Location for Your AI Agents

It’s 9:30 AM. Do you know where your agent is? As we enter the era of agentic AI, this is an increasingly important question. ChatGPT launched the consumer use of AI, compressing all of human knowledge into a single model....

By Tomasz Tunguz
B2B Influencer Fees Need Tiered Pricing, Not Flat Rates
SocialOct 17, 2025

B2B Influencer Fees Need Tiered Pricing, Not Flat Rates

Dear CMO: Thanks again for offering me $800 to write 10 X and LinkedIn posts for you as a “B2B Influencer”! I do think these programs make sense. (If and until algos kill them.) Every B2B marketer seems to think...

By Jason Lemkin
AI Success Lies in Resegmenting, Not Creating New Categories
SocialOct 17, 2025

AI Success Lies in Resegmenting, Not Creating New Categories

Most AI products aren’t creating new categories. They’re resegmenting existing ones. Understanding the difference shapes everything about how you build, market, and scale. Resegmentation means taking a job people already understand and making it faster, clearer, or more accessible. Category creation means...

By Hiten Shah
Consumer Software Thrives on Community Co‑Creation and Feedback
SocialOct 17, 2025

Consumer Software Thrives on Community Co‑Creation and Feedback

Loved hosting this off-the-record talk w/ @southpkcommons founders about what’s next in consumer software. The beauty of consumer is a community that builds w/ you—immediate feedback loops, use case evolutions, evangelism. No better time than this current period of creativity and...

By Kirsten Green