Rachael @rxfoo2

Strategy & CorpDev @audible | fmrly @frame_io @stripesco_ @volitioncapital @radclifferugby The Internet Joined June 2013

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Matthew Ball @ballmatthew

a month ago

@myurow @sarafischer Now for the crazy part: Streaming is up 8.6 points in share in two years... But only 4.4 ex-YouTube, which is a miraculous 49% of total growth.

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In the past, many vertical software companies were started by domain experts who added technical capacity later. Now it’s the inverse. AI-native startups are led by technical founders who hire for context early. AI delivers differentiation. Context drives defensibility.

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BuccoCapital Bloke @buccocapital

2 months ago

I think the risk that companies build their own systems of record - ERP, ITSM, CRM etc - is incredibly low Companies are not stupid. They have no competence here, the stakes are massively high, and regardless of how easy it is, they would still have maintain and optimize it,…

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Paul Graham @paulg

2 months ago

So if I had to boil down my advice to one sentence, it would be: Find a kind of work that you're so interested in that you'll learn to do it better than AI can.

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villi @villi

3 months ago

The Blitzhire Acquistion. In this blog post I try to explain the drivers behind these new strange acquisitions in AI, how these deals are structured and why, where the money goes and how, and what happens to the remaining employees. Feedback is welcome. medium.com/@villispeaks/t…

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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk

3 months ago

🚨 FIGMA S-1 DROPPED 🚨 The numbers are … strong: 📈 $821M LTM revenue (46% YoY growth) 💰 18% non-GAAP operating margin (turned profitable!) 🏦 $1.5B+ cash, ZERO debt 📊 91% gross margins (best-in-class SaaS) 🔄 132% net dollar retention (sticky AF) 🏢 78% of Forbes 2000…

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Brett Berson @brettberson

3 months ago

I like how @btaylor thinks about when suites win versus when best-of-breed products do.

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Bill Gurley @bgurley

4 months ago

My $0.02. A mega-VC with $5-10B annual funds is really searching for only one thing: a company they can pile over $1b into with a potential for 5-10X on the $1b. With this, seed fund is inconsequential money used to increase the odds of main objective. You are collateral damage.

Hadley @Hadley

4 months ago

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David Clark @daveclark85

5 months ago

Following the interesting article from @packyM on the growth in value of the largest US VC-backed exits, we have done a deep dive into the Pitchbook data. We looked at exits >$10k from 2005 onwards and grouped into blocks of five years. Highlights below /1

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Josh Kopelman @joshk

5 months ago

I've spoken to a lot of VCs and GPs in my career - and here is what many of them miss: In venture, "how fast you win" matters just as much as "how much you win". Imagine if you ran a venture fund that has 4x gross return (top quartile performance) - with the following…

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Rick Zullo @Rick_Zullo

5 months ago

There are effectively 2 extremes of VC Coverage-based: You need to see everything and get access to the top decile of those opportunities. You must appeal to everyone (from robotics to social media) because you need to see and be in everything that could be the big one.…

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Aaron Harris @harris

5 months ago

Every time I watch a founder run their Series A like a real auction, I’m reminded what control looks like. The mechanics aren’t rocket science. Some notes: 1. Build a long list—40+ funds—before the first meeting 2. Time first‑meetings inside a 2 week window 3. Share the deck,…

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Jason Kint @jason_kint

6 months ago

FTC v Meta Day 1. Opening arguments for FTC laid out its case. As predicted, Meta tried to blow hole into market definition. This actually comes later in trial so not dwelling but will add some context at end. But first witness 1 was CEO Zuckerberg. Dead to rights on conduct. /1

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Peter Walker @PeterJ_Walker

6 months ago

Snapshot of startup valuations, round sizes, and dilution in Q1 2025. Seeing seed rounds hit $20M post-money as a MEDIAN is pretty wild. That's higher than any point in 2021. Yes, this is driven by AI. and yes, there are many fewer rounds actually getting raised than 2021.

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The Secret CFO @SecretCFO

6 months ago

Most internal reporting is built to explain the past. But that’s not what great businesses need. If your reporting doesn’t create tension or action, you’re doing it wrong. It’s more than gorgeous decks. They’re worthless if they don’t answer the “So what?” Here’s what great…

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Semil @semil

6 months ago

Seed is, again, gonna be the *hot zone* where nearly every VC fund will want to invest. Just like when COVID struck & in early 2022, VCs shifted early to balance large checks by firing $3M seed bullets. LPs should expect median seed entry prices to be up 50% in the next vintage.

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Kyle Harrison @kwharrison13

7 months ago

“As a founder, at that entry price, you have now picked up the valuation stick. On the other end of that stick? The requirement to have an outcome of a certain size.”

Preston @prestonattebery

7 months ago

“As a founder, at that entry price, you have now picked up the valuation stick. On the other end of that stick? The requirement to have an outcome of a certain size.” https://t.co/Gz97kwovp7

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Sara Fischer @sarafischer

6 months ago

The media platforms that just won't die — Napster was bought this morning for $207M — Digg was just revived — Tumblr was resold a few years ago — Flickr was too — SoundCloud was put on the block last year W/ @danprimack axios.com/2025/03/25/nap…

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Kim Bent @KimKBent

7 months ago

VCs talk up secondaries as a way to drive liquidity & DPI, but the market is ultra-concentrated—15 companies make up 61% of US secondary market value in '24 per @PitchBook . If your fund is in top-tier tech (SpaceX, Anthropic, etc), liquidity is there. Otherwise, much tougher...

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Michael Mignano @mignano

7 months ago

$0 to $100M ARR in X months is a vanity metric. Not saying all these fast growing AI products aren’t impressive, but that stat doesn’t say a whole lot more than explosive DAU metrics did in the pre-AI era. The underlying AI tech powering most of these products is pure magic and…