That's a wrap on SaaStr + AI Summit 2025 Pretty epic See everyone in London in December!!

I’m buying the food mixer on the registry

Google should listen to this guy

“A fund returner is simply not enough. I do not think they are so great”. Most podcasts are dull. They lack insight and they lack opinion. Rory O'Driscoll brings the insight. Jason ✨👾SaaStr.Ai✨ Lemkin brings the opinion. 😂 Episode Agenda: 📉 The Economics of Chime’s IPO 💸 Why Fund Returners

5. The Value of Compounding and the Big Get Bigger The big ones will get bigger & the shit ones will die out the longer you hold a company. If the window to stay private stays longer, the size of the largest exits will be higher. Love to hear your thoughts on this and biggest

Listening to this I was finally able to express clearly the - obvious - point about staying private longer. The more time there is to compound, the more dispersion sets in as the big gets bigger and the mediocre die. Its just math. SPL means FBW, Staying Private Longer means

Types of investors: Angel: even forget some deals they invested in Seed: can write off any deal Series A: can write off 1-2 deals Series B: it better work Series C: if it doesn't work, I might lose my job

This is succinct and right

"Divorced parents who hate their kids" sounds like a red flag founding duo. Luckily, this was just about the many plants in the Tavus office. I stopped by their (beautiful! vibey!) HQ in the Mission to catch up with Hassaan Raza and Quinn Favret and to capture a portrait of

Wrong take. Ellison is much richer because he didn’t sell shares and has steadily been buying back 2% of the company every year for 30 years! Increase ownership from 17% to 40%. $CRM made a lot of dilutive acquisitions and Benioff steadily sells his shares yearly

Agree with Miles. It has been fascinating to watch Oracle use Free Cash Flow to buyback shares thus making Ellison (who does not sell back) rich. Interestingly this year he used the FCF instead for Capex to build an AI cloud. It will be interesting to see if that is the right

Spotify 👉 open.spotify.com/episode/7qBkFq… Youtube 👉 youtube.com/watch?v=-AguI4…

The multi-billion-dollar mating ritual between MAG7 tech companies and the best of the best GPT AI companies, sure is weird. Even when it's over, you are never quite sure who has been f #*d. See, @microsoft with OpenAI, and @meta meets Scale.ai. Talking again with @jason and

“‘Why are the wrong people doing the right thing?’ Henry Kissinger is supposed to have once asked…That question recurred as Donald Trump, backed by a visibly perturbed vice president, announced that the U.S. had just bombed three Iranian nuclear sites.” theatlantic.com/ideas/archive/…

First-mover advantage doesn't mean you can't catch up on product. It means you can't catch up on distribution despite delivering an equally good or better product.

Last month, I had the opportunity of a lifetime to perform Hajj in Mecca. It was a powerful time to reflect on how I show up—in work and in life—especially in my interactions with founders, guided by values deeply rooted in my faith. Thanks to Jack Altman for our conversation and

Agree but I would rather have the momentum going into the delivery part then be an unknown trying to draw attention in this market.

Data is actually not a great VC-backed business, by Auren Hoffman open.substack.com/pub/auren/p/da… this was a good post because it showed someone revising their priors on a market.

It feels like there are two modalities of competition in Silicon Valley today. Both are valid and interesting and can lead to big outcomes. Modality 1: Work on something legible. Out execute the fuck out of everyone. --> This means that you are working on something that is

Lina Khan Startups are risky. Sometimes when you keep rolling the dice things turn out well. Sometimes not. But founders should be able to decide for themselves when to stop.