Social•Feb 10, 2026
Tech Decentralizes: Unicorns Can Thrive Anywhere
Silicon Valley is a lagging indicator. Tech moved out of Delaware. Now it’s moving out of California. There are hundreds of other places. You can build a unicorn anywhere. So: cut bait on failed states. Our destiny is decentralization. That’s what the Internet means. https://t.co/9gygAEDScs
By Balaji Srinivasan
Social•Feb 9, 2026
VC Token Hype Ends; GPs Exit, LPs Furious
"All the general partners are leaving. LPs are pissed. The VC-token flashy side of the industry is done The game has changed And now everyone wants to be like us." @nic_carter https://t.co/gNuh8qfmoE
By Laura Shin
Social•Feb 9, 2026
Kyle Samani Reportedly Exits Entire Multicoin Capital Stake
The rumor on the street is that Kyle Samani redeemed his entire position in Multicoin Capital, say @nic_carter and @austincampbell https://t.co/gNuh8qeOz6
By Laura Shin
Social•Feb 9, 2026
2026 AI Agent Deals: Contracts Over Collaboration?
So we added one new AI Agent to our arsenal this week, and it's a great one, even though it's pretty new. Much more to come. And another? In the end, we decided not to deploy it. What happened? It's pretty...
By Jason Lemkin
Social•Feb 9, 2026
Founders Quitting in AI Era Shows Lack of Resilience
Watching three 3 founder CEOs at $200m+ ARR quit their start-ups the past 2 weeks or so. On the one hand, I get it. Growth way down, no M&A options, it was supposed to get easier at that stage. Now for...
By Jason Lemkin
Social•Feb 9, 2026
Avoid Copycats: Dare to Think Differently for Startup Survival
When the typical outcome for a post seed, post series A, and post series B startup is death. Perhaps the best strategy is to be careful how much you copy the startups around you. Are you brave enough...
By Michael Seibel
Social•Feb 9, 2026
Being a VC Is Mostly About Mastering Sales
Aspiring VCs - do you know VC is a ton of sales? Externally: - Pitching to LPs - Winning over founders & other VCs - Recruiting talent Internally: - Pitching new deals to your team - Proposing new firm initiatives - Suggesting new firm processes
By Nicole DeTommaso
Social•Feb 9, 2026
Upcoming Events for Founders & Investors
Three upcoming events worth checking out for anyone building or investing: 🤖 Lead Your Team With AI - February 24, virtual A practical session on how founders can effectively use AI to lead their teams. Featuring Doug Peete, CPO at https://t.co/Wcl0Ro2nMv 🤝...
By Elizabeth Yin
Social•Feb 9, 2026
Reflecting on the Significance of Today’s Moment
Great post that explores this moment in time...
By Sarah Tavel
Social•Feb 9, 2026
FinTech Funding Soars: Over $1 B Raised in February
February FinTech funding off to flying start with over $1bn raised https://t.co/2EDie8Yh7q $1.02bn raised across 29 rounds. Past two-weeks Fintech funding topped $2.3bn.
By Efi Pylarinou
Social•Feb 9, 2026
Bug‑Fix Speed Reveals a Founder’s True Mastery
If you use any software, you will hit bugs. Only a tiny 5% of your users will ever report bugs. The speed at which those bugs are fixed is the true measure of a founder in mastery of their craft.
By Garry Tan
Social•Feb 9, 2026
Avoid Exclusivity: Protect Your Deal Leverage
Buyers and investors will commonly request exclusivity as part of a transaction process. As a founder, you should be hesitant to grant that request. Exclusivity is a period of time in which a seller is locked into negotiation with just one...
By Michael Lyon
Social•Feb 9, 2026
Voice AI Startups Secured $650M+ Funding in January
Voice AI startups raised more than $650 million in January. The figure goes up if you count startups like Synthesia and Decagon. I am keeping a track of voice AI funding in a post on my newsletter. https://t.co/j5BU7tpGJx
By Ivan Mehta
Social•Feb 9, 2026
Navigating the ‘Second Desert’ Between Emerging and Established VCs
I wish I could write as well as Charles Hudson - 🙏 for talking about the 'second desert in venture capital'. It is much harder than people think to go from Fund IV - VIII or as Charles says... "no...
By Beezer Clarkson
Social•Feb 9, 2026
Real AI Wins: Speakers Reveal What’s Actually Working
We asked every speaker coming to SaaStr AI 2026 one question: 🤖"What's actually working with AI in your business right now?" No theory. No hype. Just what's shipping and what's converting. May 13-15 in SF Bay https://t.co/A02gn7heZm
By Jason Lemkin
Social•Feb 9, 2026
World‑Positive Progress Requires Business, Humanity, Planet Integration
👏 Great job James Joaquin Vishal Vasishth Andrew Beebe on your 1st World Positive Investor Summit. ❤️ the focus on on how economic, human, and planetary health function as connected systems. Fantastic entreprenerus in the portfolio. Throughline was clear: world-positive...
By Tina Sharkey
Social•Feb 9, 2026
Prioritize Strong Intro to Associate Over Weak Partner Intro
I’ve completely changed my mind about this. A strong intro to an associate is much better than mediocre intro to a partner.
By Rob Go
Social•Feb 8, 2026
AI Agent Deals Carry Built‑In Churn Risk
I was in a board meeting for a breakout AI B2B leader at $100m+ ARR and the team was excited … but stressed. Why? So many of their largest customers were happy to sign relatively large checks for the AI Agent....
By Jason Lemkin
Social•Feb 8, 2026
AI Social Listening SaaS Generates $63K ARR, 2000% Growth
Cool microSaaS finding high intent leads on social. Live on @acquiredotcom: AI-powered social listening that alerts you when people are actively looking to buy. > $63K ARR > $26K TTM profit > 2000% YoY growth Full listing: https://t.co/4n3HSzCddv https://t.co/nou58zuOi3
By Andrew Gazdecki
Social•Feb 8, 2026
VCs Push Startups to Scale Faster with AI
your VC board member who tells you to “grow faster” and asks “do we have an AI strategy?” https://t.co/zZEvCAtTTO
By Turner Novak
Social•Feb 8, 2026
Build a Profitable, Buyer‑ready Business, Not Just a High Valuation
Most founders ask “how do I get a higher valuation?” The answer is boring and kinda annoying. Build a business buyers actually want. > Automate your processes and operations so growth isn’t tied to you. > Improve retention. CAC Be prepared...
By Andrew Gazdecki
Social•Feb 8, 2026
Investors Fund SPV to Lock in Anduril Equity
how it feels raising an SPV at 5 and 20 to buy forward contracts on Anduril employee equity https://t.co/XjfQa1Z54u
By Turner Novak
Social•Feb 7, 2026
Avoid Boiling the Ocean: Prioritize Small, Impactful Wins
Boil the Ocean https://lnkd.in/gqrf2J2v
By Garry Tan
Social•Feb 7, 2026
Moltbook’s Hidden SKILL File Fuels Unstoppable AI Agent Growth
The growth engine behind Moltbook's explosion to 1.5 million AI agents is a bit sinister. Everyone's sharing screenshots of bots debating philosophy and having existential crises. Good content. Very shareable. But it's a distraction from what's actually happening underneath. Mason Hall, ex-a16z...
By Jason Lemkin
Social•Feb 7, 2026
Market Size Irrelevant; Success Can Exceed Initial TAM
One of my biggest takeaways from talking to @dugsong and @jonoberheide: Market size doesn't matter. They ultimately sold Duo to Cisco for $2.35B, which was bigger than the initial TAM when they started the company.
By Turner Novak
Social•Feb 7, 2026
California Policies Threaten Fintech’s Growth Engine
Vlad Tenev: California is killing the golden goose https://lnkd.in/gi_PUuHa
By Garry Tan
Social•Feb 6, 2026
AI Optimism Splits: Vertical Software Drops 43%, DevTools 21%
Vertical software has fallen 43% this year. DevTools, just 21%. The gap between them, twenty-two percentage points, tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6
By Tomasz Tunguz
Social•Feb 6, 2026
Reject Monthly Retainers, Minimum Fees, and Conflicts in Bank Engagements
Here are a few items you should always say "no way" to when structuring an engagement letter with an investment bank: 1. Ongoing monthly retainers Ongoing monthly retainer fees could incent the banker to stretch out the process unnecessarily. Opt rather for...
By Michael Lyon
Social•Feb 6, 2026
Gym Revenue Soars with Subscription‑Based Hardware SaaS
$255K in profit from fixing how gyms sell. Live on @acquiredotcom: hardware + SaaS that turns in store visits into guided consults, subs, and recurring revenue for gyms. > $1.16M TTM revenue > $255K TTM profit > 206% YoY growth Full listing: https://t.co/8TlNbA4mqT https://t.co/H2XkQg3xJK
By Andrew Gazdecki
Social•Feb 6, 2026
Decoding RevTech: CFOs, Growth, and AI FOMO
Today, the only companies getting headlines are tripling year on year. The landscape is ripe with talk of startup vs. incumbent. AI FOMO is real. And… what the heck is RevTech? Join me Monday on Run The Numbers as I tackle...
By CJ Gustafson
Social•Feb 6, 2026
AI Startups Outpace Legacy Firms in Revenue Efficiency
🧔♂️ Non-AI startups: - Lots CSMs (vs FDEs) - AI is slow / noncompetitive, not true #1 focus of company - Not gaining market share - Customers don’t want to pay 2x-10x more for AI Agent (honest truth: not great) - Still very large teams...
By Jason Lemkin
Social•Feb 6, 2026
Excited to Join Venture Underground in San Francisco
Thank you Adeo for having me, and I'm excited to do this with the Venture Underground team this coming week in SF!
By Elizabeth Yin
Social•Feb 6, 2026
OpenAI’s Unlimited Plan Outshines Anthropic’s Limited Pricing
pricing on openai vs. anthropic is interesting and i think oai is missing out for example, chatgpt biz for $25/month buys you all the value prop of the service - i never hit rate limits meanwhile, claude pro for $20/month i max...
By Nathan Benaich
Social•Feb 6, 2026
VCs Accept AI Startups Only With Insane Growth
"VCs are OK in the Age of AI with tons of competition. But they aren't OK if the growth isn't just ... insane." @tbpn https://t.co/6XVHHmKshC
By Jason Lemkin
Social•Feb 5, 2026
VCs Once Hailed Online Mattresses as Groundbreaking
It's kind of comical to think that 10 years ago VC's thought that selling mattresses and luggage online was innovation.
By Rob Go
Social•Feb 5, 2026
Xi Signals: Move From SaaS to Hard Tech
1/ 2+ years ago I advised the shift from SaaS to Hard Tech Why? Because I saw a signal. It wasn't from Buffett. It was from Xi Jinping. He signaled software was done + aerospace, defense, biotech + hardware was next.
By Josh Wolfe
Social•Feb 4, 2026
Seeking Founders Using AI Sales Agents for Collaboration
Any founders using AI sales agents creatively? Would love to connect you with a founder we backed to trade notes. DMs open. https://t.co/oPpD4IzGfC
By Ryan Hoover
Social•Feb 4, 2026
Classic SaaS Scaling Model Is Dead, AI Reigns
SaaS isn’t dead, even with the massive sell off this year (and really since July 2025). But … what is dead is the classic pattern and way to scale: - 1, maybe 2 players, take over a space by $10m-$20m ARR - Massive...
By Jason Lemkin
Social•Feb 4, 2026
Use AI Now or Get Left Behind
If you know AI can already do a part of your job, you should be the one taking advantage of that. Aggressively. If you're waiting for permission, someone else isn't. Here's what happens when you wait. Your competitor figures it out....
By Hiten Shah
Social•Feb 4, 2026
Inside Benchmark's Unmatched Early‑Stage VC Playbook
New episode of Uncapped with the full Benchmark partnership. They're arguably the best early stage venture firm of all time and have retained a model and approach that very few others have. I learned a ton, hope you enjoy. https://lnkd.in/gEVbjkxN
By Jack Altman
Social•Feb 4, 2026
VCs Fund Any Future They See Thriving Today
Thought: VC's can bet on different versions of the future. But there is only one version of the present. In other words, VCs will believe any version of the future if they are excited by what's happening right now.
By Rob Go
Social•Feb 4, 2026
Pear Deck’s Deal Showcases High Value, Competitive Bidding, Low Risk
Pear Deck was a fantastic company to work with. Some of the highlights from their transaction include: * A strong enterprise value resulting from high growth * A highly competitive process with multiple buyers * A short exclusivity period with minimal closing risk Thanks...
By Michael Lyon
Social•Feb 4, 2026
From MEMS Startup to $7.5B TI Acquisition
Over 15yrs ago Lux partner @Farshchi and I worked close with Lux family co Silicon Clocks (MEMS resonators on CMOS circuits for timing products) thru their sale to Silicon Labs… Today Silicon Labs got acquired by Texas Instruments for $7.5B
By Josh Wolfe
Social•Feb 4, 2026
Turn a Simple Shopify Pain Into a Sellable App
Renata Raya (@reraya) built a profitable Shopify app called GoRecover and sold it on @acquiredotcom. She was running a Shopify agency in Mexico City and kept seeing the same issue. Customers abandoned carts and email recovery wasn’t working. Most merchants were...
By Andrew Gazdecki
Social•Feb 4, 2026
Reviving the Lost Culture of Building Together
We used to build things? What happened? And what do we have to do to get back to building again? https://lnkd.in/gKUa7cNe
By Garry Tan
Social•Feb 4, 2026
Scale Faster with Seasoned Talent and Evolving Leaders
Not everyone has the same skill set, and sometimes bringing in a more seasoned crew to help transition your company from early-stage to scaling up can be a smart strategy. On TWiST, Amanda Bradford, William P. Barnes and I discuss strategies...
By Jason Calacanis
Social•Feb 4, 2026
AI‑Powered SaaStr: 47% Revenue Rise, 3‑Person Team
We've spent the last year rebuilding SaaStr with 20+ AI agents. Revenue is up 47%. Team down to 3 humans. It's been the most intense learning curve of my career. I'm sharing all of it at SaaStr AI 2026. May...
By Jason Lemkin
Social•Feb 4, 2026
MVPs Must Be Reliable Every Time, Not Feature‑Heavy
Even in its MVP form, the Uber app needed to be 100% trustworthy and reliable. When you use an app to get a ride somewhere, you need to know that you’ll also be able to get a ride back. If...
By Jason Calacanis
Social•Feb 3, 2026
Standard Capital Helps Without Sitting on Your Board
"@Standard_Cap's whole model is that they don't need to be on your board to be helpful"
By Turner Novak
Social•Feb 3, 2026
V7 Labs Go Scales Across Finance
wait til folks see @v7labs go is doing already at scale across finance, legal, insurance, tax - not in research preview https://t.co/S8OtBtIsvI
By Nathan Benaich