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@jasonlk Avatar @jasonlk Jason ✨👾SaaStr.Ai✨ Lemkin

Jason ✨👾SaaStr.Ai✨ Lemkin posts on X about ai, the latest, money, we will the most. They currently have XXXXXXX followers and 3382 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance technology brands vc firms #278 travel destinations stocks cryptocurrencies celebrities

Social topic influence ai, the latest #3357, money, we will, $500b, ipo #926, $10b #111, $1m #85, $100m #38, 1m

Top accounts mentioned or mentioned by @harrystebbings @replit @rodriscoll @hubspot @bhalligan @salesforce @dharmesh @samdblond @benioff @saastrfund @a16z @lennysan @gergelyorosz @kellblog @peterjwalker @alex @garrytan @twilio @yaminirangan @openai

Top assets mentioned Hundred Million (100M) Microsoft Corp. (MSFT) buy and retire (401K) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Waited X years for our SaaS vendors to build this for SaaStr AI London + SaaStr Annual So today I built in X day on @Replit"
X Link @jasonlk 2025-10-28T19:41Z 219.2K followers, 19.9K engagements

"Amazon since 2021: + XXXX% Revenue - XXX% Headcount (and shrinking)"
X Link @jasonlk 2025-11-02T15:21Z 219.2K followers, 4810 engagements

"@lizwessel The classic "all my portfolio companies are using it" due diligence has a powerful sway"
X Link @jasonlk 2025-10-22T17:10Z 219.2K followers, 1716 engagements

"I don't think most folks understand how far 'prosumer' vibe coding has come in just the past XXX days When I started on @replit you were sort of on your own with the agent. That was OK. 1Fast forward to today the agent calls in another 'architect' agent both to check its work and to analyze complex features This is a game changer. It makes the app wildly more powerful. And a step function better. 2Also the context window can now stay open almost indefinitely This is so much more powerful on bigger projects. The main agent will remember so much more of what it's built with you than it used to."
X Link @jasonlk 2025-10-23T22:58Z 219.2K followers, 10.1K engagements

"Great founders dont time the market Great founders often dont even check the markets at all They just start up when they see white space and are ready to go So Every year is a good year to invest"
X Link @jasonlk 2025-10-26T14:28Z 219.1K followers, 4268 engagements

"Before $10m ARR Do not hire a VP of Sales that mainly talks about process You are too early for them"
X Link @jasonlk 2025-10-27T14:31Z 219.2K followers, 9859 engagements

"There is going to be a rude awakening for the sales profession in 2026. Everyone is going to be surprised how many fairly big deals close without a sales exec. This isnt to say they will close without a human involved. We will have more FDEs more SEs more SAs more experts involved. More humans helping you onboard your agent train your agent etc. More humans than ever helping you before you go live even before you pay. But AI agents and more will be able to handle the rest. Not just $2k deals. If a deal can be closed on a text message then well an AI can close it close to as well. If not today"
X Link @jasonlk 2025-10-30T14:49Z 219.1K followers, 7761 engagements

"We're back @HarryStebbings @rodriscoll + me 1/ Three seismic shifts hit venture this week that every founder needs to understand: 1OpenAI's $500B restructuring clears path to $2T IPO 2A16z raises $10B (but it's more matchable than you think) XXX% of Series B investments fail to return 2x"
X Link @jasonlk 2025-10-30T17:50Z 219.2K followers, 6736 engagements

"E.g. we've deployed X AI SDRs/BDRs this year from 3+ vendors That's ahead of many but the point is we sure won't do that in 2026 We will add other agents but those use cases we won't switch if they keep up. We're "done" there at least at least for the moment"
X Link @jasonlk 2025-10-31T16:43Z 219.2K followers, XXX engagements

"@BenMillerise @njavwamutambo i'm not as investor -- but honestly bias doesn't matter too much in this case. it's just what we use every single day"
X Link @jasonlk 2025-11-02T19:38Z 219.2K followers, XX engagements

"1/ Benchmark just hired Everett Randle (Vista Founders Fund Kleiner Benchmark in X years). The playbook for top VC firms is simple: "Make a list of top firms with good young people see who you've overlapped on deals with and hire someone talented where the pitch is purely equal partner." - @rodriscoll Mission accomplished. ✅"
X Link @jasonlk 2025-10-23T15:29Z 219.2K followers, XXX engagements

"@TurnerNovak I remember a few years back when this happened for real A VC fund asked for just another X% for all the value they had added"
X Link @jasonlk 2025-10-26T15:50Z 219.2K followers, XXX engagements

"The latest data from @cartainc is brutal. Of XXX Series B deals in 2018: - Figma did 100x . but - XX% are worth 1x or less - Only XX% are worth 2x or more after X years But - XXXX% do achieve 10x returns . You gotta be in those ones. Even at Series B have to pick really well"
X Link @jasonlk 2025-10-28T00:32Z 219.2K followers, 58.8K engagements

"So far I've watched X VC seed deals this year where the founders just decided to keep the money for themselves and not build the product. All were on SAFEs and they took the position they owed investors nothing and that in fact they were not even investors. Just SAFE holders. One eventually returned cash after keeping a large chunk for themselves. Another hired an attorney who said plainly nothing was owed to the investors and the founders could pay themselves whatever they wanted. I did not personally invest in these deals but I might have they had a lot going for them (or so it seemed)."
X Link @jasonlk 2025-10-29T17:19Z 219.2K followers, 307.7K engagements

"Insights from @Amplitude_HQ AI Visibility 🚀 @saastr is the #1 most-mentioned brand - ahead of @hubspot and @TechCrunch"
X Link @jasonlk 2025-10-30T00:00Z 219.2K followers, 6510 engagements

"RevenueCat Hackathon 2024: 1677 entrants RevenueCat Hackathon 2025: 53797 entrants Vibe Coding is a force of nature like we've never seen before in software development. Even in mobile"
X Link @jasonlk 2025-10-30T20:32Z 219.2K followers, 6135 engagements

"@GergelyOrosz Yeah no one would care today if they sold common However -- note it was done as a dividend so the founders did not have to sell a single share That in 2025 is still aggressive"
X Link @jasonlk 2025-10-30T20:57Z 219.2K followers, 7971 engagements

"SaaS apps are much much slower since AI It's OK because they do much much more But not something I would have expected 24+ months ago"
X Link @jasonlk 2025-11-01T00:09Z 219.2K followers, 4646 engagements

"Is Triple Triple Double Double good enough anymore $1m ARR - $3m ARR - $9m ARR - $18M ARR - $36m ARR - rocketship Here's the thing. On the one hand of course it is. That compounds to 50%+ growth at $100m+ ARR. That's a great investment. On the other hand . if you're a VC today there is a lot of pressure to swing for the fences: - That deal is being compared to AI start-ups growing 3x-10x faster - You're job is on the line to get into those deals - LPs are expecting those deals And also . - There is massive inflation at seed & A pricing - Founders expert FAR higher valuations for T3D2 than"
X Link @jasonlk 2025-11-01T20:25Z 219.2K followers, 21K engagements

"@ShubhAgrawal26 Its not remotely easy VCs are just looking for the most part for startups with insane market pull"
X Link @jasonlk 2025-11-01T23:13Z 219.2K followers, XX engagements

"Wondering if your VC pitch is good enough SaaStr AI will tell you. Try the FREE SaaStr AI VC Pitch Deck Analyzer here - Try it now. We'll grade it tell you the exact odds you'll get funded and even introduce you to VCs if you're ready"
X Link @jasonlk 2025-11-02T01:53Z 219.2K followers, 3333 engagements

"The rankings by revenue per employee in Q3 2025: X. Nvidia: $4.58M X. Apple: $2.54M X. Google: $2.15M X. Microsoft: $1.36M X. Palantir: $874K X. Amazon: $401K (most in e-commerce)"
X Link @jasonlk 2025-11-02T16:10Z 219.2K followers, 1879 engagements

"New AI App of the Week: Assistant UI The React Library Thats Eating the AI Chat Interface Market"
X Link @jasonlk 2025-11-03T03:32Z 219.2K followers, 2829 engagements

"🔥 The Latest IPO is Netskope. And it's Fire. 🔥 Cloud security platform filed this week and is . crushing it: 📈 $707M ARR (+33% YoY) 💰 $538M revenue (+32% YoY) 🏢 4317 customers (+21% YoY) 30%+ of Fortune XXX as customers 📊 XXX% net retention rate 🌍 120+ data centers globally 🎯 $139B market opportunity From -XX% to +3% operating cash flow margin in X months. Talk about acceleration 🚀 The IPOs in 2025 have been great. The ones coming soon and in 2026 Even better"
X Link @jasonlk 2025-08-25T03:24Z 219.2K followers, 12.2K engagements

"This week I did a talk at @saastrfund portfolio company @mangomint on what we've learned putting 20+ AI Agents into production for real I was asked "What's the #1 thing I can do to get smart about AI today" 👉 My answer: Go build a clone of your own app on @Replit Literally go into Replit and try it out. Tell it to build a clone of your own app. "Build me a version of MangoMint that ." Of course it won't work 100%. That's OK. But you quickly learn what AI can do in code today this way. See what works what doesn't ask the AI agent in Replit to iterate and do more. Watch what you learn"
X Link @jasonlk 2025-10-10T22:41Z 219.2K followers, 6194 engagements

"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 my ecosystem is the fastest moving and fastest growing startups I've invested in are either XXX% returned to office (with some exceptions but as a baseline) or XXX% distributed. Now the ones that are XXX% return to office often are more flexible than pre-2020. Few are as XXX% as pre-2020. But they are X days a week in the office as a base with the hiring trade-offs that come with that. They generally"
X Link @jasonlk 2025-10-22T14:37Z 219.2K followers, 43.6K engagements

"We're back @HarryStebbings @rodriscoll + me: 🧵 1The Great VC Shuffle: Benchmark's big hire 2Why billion-dollar ARR companies that are "still early" 3Why the smartest money might be doubling down on winners instead of hunting for the next big thing"
X Link @jasonlk 2025-10-23T15:28Z 219.2K followers, 5378 engagements

"For a long while you probably aren't a great CEO But you know the customers The software The feature gaps The roadmap The competition How to sell it How to market it How to build it So maybe as flawed as you are You are still the best CEO"
X Link @jasonlk 2025-10-25T14:33Z 219.2K followers, 17.8K engagements

"If you arent sure how to get to $100m ARR just get to $1m ARR Then just ask your customers They will basically tell you"
X Link @jasonlk 2025-10-28T14:37Z 219.2K followers, 9564 engagements

"@HarryStebbings @rodriscoll 4/ A16z raised $10B but here's what matters: $6B growth fund $1.5B AI apps $1.5B AI infra $1B defense @jasonlk: "When you break it down Sequoia having $200M isn't that different than what Harry has. You just have to work twice as hard to competethat's it.""
X Link @jasonlk 2025-10-30T17:55Z 219.2K followers, XXX engagements

"@HarryStebbings @rodriscoll 5/ The "spray and pray" debate is settled by new data on XXX Series B investments from 2018: XX% returned 1x XX% returned 1-2x XX% returned 2-5x XX% returned 5x ONE deal (Figma) returned 100x Bottom line: You MUST be a great picker to win"
X Link @jasonlk 2025-10-30T17:56Z 219.2K followers, XXX engagements

"@HarryStebbings @rodriscoll 6/ @rodriscoll: "If you skew 75-80% in that less than 2x bucket your math doesn't work. And it's not that hard to be that bad because on average it's 66%." Even at Series B with strong signals picking matters more than ever"
X Link @jasonlk 2025-10-30T17:58Z 219.2K followers, XXX engagements

"10/ The new reality: Companies staying private far longer. Ramp going from $23B to $30B @jasonlk: "As crazy as it sounds I might not even consider it an up round. It's not enough. With dilution you might even go from XX to XX and have almost the same price per share." Welcome to private-as-public venture"
X Link @jasonlk 2025-10-30T18:03Z 219.2K followers, 1743 engagements

"@HarryStebbings @rodriscoll Full deep dive here:"
X Link @jasonlk 2025-10-30T18:03Z 219.2K followers, 3694 engagements

""Memory" is one of the top topics in AI today. Memory makes almost all our AI apps run better. But how much memory . do you need I honestly don't know but my learnings so far: - "Digital Jason" trained on 20000000 words of SaaStr content: a little memory goes a long way. - Remembering the last few conversations really makes talking to digital jason a lot better. But beyond that Diminishing returns. A little is enough. - Memory in Replit The long context windows since v3 are so so so much better. It's so much better with Replit remembers everything we've already built. But a lot of it it can"
X Link @jasonlk 2025-10-30T22:57Z 219.2K followers, 4013 engagements

"Is it crazy Sam Altman has no shares in OpenAI The latest with @rodriscoll @HarryStebbings + me -"
X Link @jasonlk 2025-10-31T18:03Z 219.2K followers, 2495 engagements

"@scottastevenson I think we are already there when used properly"
X Link @jasonlk 2025-10-31T18:31Z 219.2K followers, XX engagements

"AI is a pretty big threat to CRM. Not the need for CRM but to its value proposition. I didnt totally get it until we deployed 11+ AI Agents. But what they do is push your CRM to the background. You dont really need to log in as often. You spend far more time working with the AI Agents than the CRM they connect to. Far more time. Your CRM becomes much more of just a database when its the agents you are interacting with. Weve already seen it. If the CRM players own the AI agents themselves probably a net positive. But if the pure-play sales marketing success etc. agents are the winners CRM"
X Link @jasonlk 2025-10-21T22:54Z 219.1K followers, 96.6K engagements

"New Who Will Buy The SaaS Companies"
X Link @jasonlk 2025-10-24T02:32Z 219.1K followers, 7152 engagements

"@HarryStebbings @rodriscoll 2/ OpenAI's wildest detail Sam Altman will own ZERO equity in the restructured $500B company. At least for now Meanwhile Elon wants a trillion-dollar pay package. @jasonlk: "We've never seen someone own nothing have we Like this. It's crazy.""
X Link @jasonlk 2025-10-30T17:52Z 219.1K followers, XXX engagements

"@HarryStebbings @rodriscoll 7/ Mercor hit $500M revenue in XX months (fastest ever) but here's the catch: Two customers = 50%+ of revenue. "You prefer to be OpenAI with 800M customers than Mercor with two. This is fundamentally a bet that AI capex keeps running for 3-5 more years.""
X Link @jasonlk 2025-10-30T17:59Z 219.1K followers, XXX engagements

"9/ The VC-founder potential misalignment on exits: @jasonlk: "For Accel on Syntheisa X to XX billionhuge difference. Instead of 1x fund returner it's 2-3x. For the founder with XX% What the hell's the difference Founders wouldn't be living better with half or twice the money.""
X Link @jasonlk 2025-10-30T18:02Z 219.1K followers, XXX engagements

"@ZackKorman This is why in the Age of AI we are better off without XX% of sales reps"
X Link @jasonlk 2025-10-30T22:30Z 219.1K followers, XXX engagements