#  @HarryStebbings Harry Stebbings Harry Stebbings posts on X about ai, we are, if you, open ai the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::3253629143/interactions)  - [--] Week [-------] -9.80% - [--] Month [---------] +42% - [--] Months [----------] +82% - [--] Year [----------] -3.20% ### Mentions: [--] [#](/creator/twitter::3253629143/posts_active)  - [--] Week [--] -12% - [--] Month [---] +12% - [--] Months [---] +31% - [--] Year [-----] +1.30% ### Followers: [-------] [#](/creator/twitter::3253629143/followers)  - [--] Week [-------] +0.84% - [--] Month [-------] +4.60% - [--] Months [-------] +14% - [--] Year [-------] +26% ### CreatorRank: [-------] [#](/creator/twitter::3253629143/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) 25.57% [finance](/list/finance) 19.89% [stocks](/list/stocks) 19.32% [vc firms](/list/vc-firms) #43 [celebrities](/list/celebrities) 5.68% [social networks](/list/social-networks) 3.98% [countries](/list/countries) 2.27% [gaming](/list/gaming) 2.27% [automotive brands](/list/automotive-brands) 1.14% [travel destinations](/list/travel-destinations) 1.14% **Social topic influence** [ai](/topic/ai) 12.5%, [we are](/topic/we-are) #3757, [if you](/topic/if-you) 10.23%, [open ai](/topic/open-ai) 9.09%, [business](/topic/business) 6.25%, [politics](/topic/politics) 5.68%, [in the](/topic/in-the) 5.68%, [mega](/topic/mega) 4.55%, [the most](/topic/the-most) 4.55%, [acquisition](/topic/acquisition) 3.98% **Top accounts mentioned or mentioned by** [@jasonlk](/creator/undefined) [@rodriscoll](/creator/undefined) [@rabois](/creator/undefined) [@mmurph](/creator/undefined) [@infoarbitrage](/creator/undefined) [@illscience](/creator/undefined) [@gradypb](/creator/undefined) [@paulbz](/creator/undefined) [@awxjack](/creator/undefined) [@martinmignot](/creator/undefined) [@chadbyers](/creator/undefined) [@a16z](/creator/undefined) [@alanchanguk](/creator/undefined) [@arampell](/creator/undefined) [@honam](/creator/undefined) [@tarakeeney](/creator/undefined) [@bhalligan](/creator/undefined) [@eladgil](/creator/undefined) [@zebulgar](/creator/undefined) [@andrewreed](/creator/undefined) **Top assets mentioned** [Spotify Technology (SPOT)](/topic/$spot) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "Is triple triple double double dead in a world of AI @illscience "I do not think so. I do think you have to be the top of your peer set. There are some markets where you see this explosive growth and that is awesome but if you're selling an ERP you've got a much more cautious customer. So I think that there is just physics to some of these markets." How have your expectations for growth changed@JaredSleeper @afc @annbordetsky @pueokeffer We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I have not lost a deal in [--] years. It has" [X Link](https://x.com/HarryStebbings/status/2021050488213623103) 2026-02-10T02:36Z 333.4K followers, 11.7K engagements "The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold email Sam Altman and co. They have calls which lead to OpenAI leading their Seed Round as the sole investor. (baller) Sequoia (@gradypb) @eladgil @saranormous go on to lead their Series A. The company today does: - $190M in ARR - 500+ employees - 1000+ mega customers The best shows are art (storytelling) and science (frameworks). This has both off the charts. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @winstonweinberg and special thanks to" [X Link](https://x.com/HarryStebbings/status/2013268977900728362) 2026-01-19T15:15Z 333.4K followers, 342.5K engagements "We play a coverage game @a16z: @illscience " We are not allowed to believe in luck at a16z. We have to see 100% of the deals in our domain. It is acceptable to make a decision based on the information you have and have the decision be wrong. But the expectation is we see 100% of the deals in our sector and that we win 100% of the deals that we go after". Do you play the coverage/market map game also and how do you think about this @zebulgar @rabois @ericvishria @andrew__reed @paulbz We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them." [X Link](https://x.com/HarryStebbings/status/2021409100765200896) 2026-02-11T02:21Z 333.5K followers, [----] engagements "Prediction: it is [----] and Bending Spoons has acquired Snap" [X Link](https://x.com/HarryStebbings/status/2020972726404645372) 2026-02-09T21:27Z 333.4K followers, 39.7K engagements "We play a coverage game @a16z: @illscience " We are not allowed to believe in luck at a16z. We have to see 100% of the deals in our domain. It is acceptable to make a decision based on the information you have and have the decision be wrong. But the expectation is we see 100% of the deals in our sector and that we win 100% of the deals that we go after". Do you play the coverage/market map game also and how do you think about this @zebulgar @rabois @ericvishria @andrew__reed @paulbz We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them." [X Link](https://x.com/HarryStebbings/status/2021365060598186324) 2026-02-10T23:26Z 333.4K followers, [----] engagements "Prediction: it is [----] and Bending Spoons has acquired Duolingo" [X Link](https://x.com/HarryStebbings/status/2021625222689173739) 2026-02-11T16:39Z 333.5K followers, 18K engagements "The public markets have decided that SaaS revenue durability and growth is challenged at best and extinct at worst. So where is value in a world of uncertainty. Gnarly f****** hard backend businesses. Fintech for one. Airwallex and @awxjack the level of integrations partnerships permissions with banks around the world. Insanely hard. OpenAI aint coming for this. 😉 https://twitter.com/i/web/status/2019713931288232218 https://twitter.com/i/web/status/2019713931288232218" [X Link](https://x.com/HarryStebbings/status/2019713931288232218) 2026-02-06T10:05Z 333.4K followers, 74.5K engagements "We have the most insane back catalog of content at 20VC. I would pay $50000 for a tool that could: Crawl the back catalog Find the best segments from past episodes Turn them into super engaging clips. -- Would pay another $50000 if: They could then connect to our socials. Analyse past posts of a similar type that worked. Craft copy for the post. Analyse best time to post for each specific post. Then post to each different platform. This is what AI should be doing but is not" [X Link](https://x.com/HarryStebbings/status/2021525850940678204) 2026-02-11T10:04Z 333.4K followers, 80.4K engagements "The only podcast you have to listen to every week. No politics. Just tech. - Anthropic's Superbowl Ad: Who Won - Who Lost - Harvey Raises $200M at $11BN Valuation - Sierra Hits $150M in ARR: Is Customer Support Too Crowded Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @jasonlk @rodriscoll and @mcannonbrookes 👇 Timestamps: 00:00 Intro 01:06 Anthropic Predicts $149B in ARR in [----] 11:33 Mikes Thoughts on SaaS Today 26:26 Harvey Raises $200M at an $11BN Valuation 45:56 Is Customer Support a Terrible or Terrific Investment Category 01:00:58 Anthropic's Super Bowl Ad: Who Won & Lost" [X Link](https://x.com/HarryStebbings/status/2021990327540732157) 2026-02-12T16:50Z 333.4K followers, [----] engagements "Every single dev and product team I speak to in the last [--] days has moved from Cursor to Claude Code. [--]. Is this permanent [--]. If so what happens to Cursor" [X Link](https://x.com/HarryStebbings/status/2017366147075608895) 2026-01-30T22:35Z 333.4K followers, 575.9K engagements "5. Why Customer Support Is a Trojan Horse When the customer support agent becomes the main agent youre working with it understands the context of your business. You can start using it for sales help or research. It becomes a trojan horse to do everything else" [X Link](https://x.com/HarryStebbings/status/2021990343382905319) 2026-02-12T16:50Z 333.4K followers, [----] engagements "This is an embarrassment to the European ecosystem. It shows how out of touch and irrelevant the French administration is. For the love of God if you are not going to help then do no harm. Stop embarrassing Europe on a global stage. In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see" [X Link](https://x.com/HarryStebbings/status/2019867749233881503) 2026-02-06T20:16Z 333.4K followers, 136.8K engagements "We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I have not lost a deal in [--] years. It has never been a more uncertain time to be an investor. - Is SaaS dead - Do margins matter - Is triple triple double double dead - Will foundation models eat the apps layer Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @illscience 👇 Timestamps: 00:00 Intro 00:56 Why building an AI company requires being in San Francisco 04:01 The "SaaS Apocalypse" myth: Why "vibe coding" everything is a lie 05:18 How AI agents are finally breaking" [X Link](https://x.com/HarryStebbings/status/2020878311027544141) 2026-02-09T15:11Z 333.4K followers, 200.2K engagements "Is SaaS Dead Will We Vibe Code Everything @illscience " If you look at SaaS spend today it's 8%-12% of enterprise spend. Even if you vibe coded your ERP and your payroll with all of the kind of risks and dangers that entails you're gonna save 8%-12%. You have this innovation bazooka with these models. Why would you point it at Rebuilding Payroll or ERP or CRM You're going to take it and use it to extend your core advantage as a business or you're gonna take it to optimize the other 90% that you're not spending on software today." Do you agree with this @tobi @Bouazizalex @MS_BASE44" [X Link](https://x.com/HarryStebbings/status/2020953348485026087) 2026-02-09T20:10Z 333.4K followers, 120.9K engagements "Cursor vs Claude Code: Uber & Lyft or More Like the Cloud Market: @illscience " I don't think it looks like Uber and Lyft. I think in the apps layer you're going to have people that want to consume the code they generate through a rich IDE and those that want to be closer to the metal. That's closer to AWS vs Google Cloud than it is Uber vs Lyft." What will be the ultimate market composition for the AI code market @JTLonsdale @milesgrimshaw @Mkclements @bcherny @mmurph @embirico We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I" [X Link](https://x.com/HarryStebbings/status/2021255338411032702) 2026-02-10T16:10Z 333.4K followers, 12.8K engagements "Prediction: it is [----] and Bending Spoons has acquired Dropbox" [X Link](https://x.com/HarryStebbings/status/2021288232445673901) 2026-02-10T18:20Z 333.4K followers, 20.1K engagements "Why Chat-Based UI Won't Last and Browser-Based Will Prevail: @illscience " Most people don't want to save time. They want to spend time. The products are designed by the most high agency people in the world like Sam and Elon. For them the optimal UI is a chatbox where you say exactly what you want. But for many people they're again looking to waste time spend time. They want browse based interface. They're not quite sure what they want. They can't always articulate it. The future of intent-based is chat makes me a little skeptical." How does the UI paradigm change in the next 12-36 months" [X Link](https://x.com/HarryStebbings/status/2021317497366958441) 2026-02-10T20:17Z 333.4K followers, 29.8K engagements "One of the most BS things I hear from other investors: We are looking for the next Helsing or the next Anduril. Never works. Just invest in the core asset. Swallow your ego. Pay up for the prize asset" [X Link](https://x.com/HarryStebbings/status/2021567411250720996) 2026-02-11T12:50Z 333.4K followers, [----] engagements "In [----] Matrix Partners signed a term sheet to buy 20% of Airwallex for $2M. However they pulled the signed term sheet. Today that $2M would be worth $1.24BN. One of the most costly mistakes in recent VC times" [X Link](https://x.com/HarryStebbings/status/1927053184524022247) 2025-05-26T17:24Z 331.3K followers, 68.8K engagements "Index Ventures are the most impressive firm in venture today. They have more partners who have picked fund returners than any other firm. Figma ($59BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($44BN) + Robinhood ($82BN): @janatindex Scale (14.9BN): @mavolpi Wiz ($32BN): @shardul_shah Datadog ($46BN): @shardul_shah @bdalle Roblox ($86BN): @narimer Total $438.9 billion 😎 Top [--] performers spread across [--] different partners. [--] of the [--] have been investing at Index for more than [--] years. This is a team sport. Go long. https://twitter.com/i/web/status/1952049582797365288" [X Link](https://x.com/HarryStebbings/status/1952049582797365288) 2025-08-03T16:51Z 333.1K followers, 101.5K engagements "Index Ventures are the most impressive firm in venture today. They have more partners who have picked fund returners than any other firm. Figma ($59BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($44BN) & Robinhood ($82BN): @janatindex Scale ($14.9BN): @mavolpi Wiz ($32BN): @shardul_shah Datadog ($46BN): @shardul_shah @bdalle Roblox ($86BN): @narimer Total $438.9BN Top [--] performers spread across [--] different partners [--] of the [--] have been investing at Index for more than [--] years. This is a team sport. Go Long. My [--] takeaways with Martin Mignot 👇" [X Link](https://x.com/HarryStebbings/status/1954954726430347370) 2025-08-11T17:15Z 331.6K followers, 16.3K engagements "1. Founder of the Year: Dario @ Anthropic He played a steady sensible hand as CEO. Hes pushed profitability and disciplined growth and its worked. If you held it since early [----] its the stock youre most excited about. Love to hear your thoughts what do you think Dario has done so well specifically this year having worked alongside him @mmurph @YasminRazavi @jaykreps @mamoonha @aplusk" [X Link](https://x.com/HarryStebbings/status/2003144151928369265) 2025-12-22T16:42Z 333.4K followers, [----] engagements "2. Rorys Fund of the Year: Index Ventures They have more partners who have picked fund returners than any other firm: - Figma ($19BN): @dannyrimer - Revolut ($75BN): @martinmignot - Adyen ($43BN) + Robinhood ($109BN): @janatindex - Scale (14.9BN): @mavolpi - Wiz ($32BN): @shardul_shah - Datadog ($49BN): Shardul Shah Bernard Dalle - Roblox ($57BN): @narimer ================ Total = $398.9BN 😎 ================ Top [--] performers spread across [--] different partners. [--] of the [--] have been investing at Index for more than [--] years. Featuring @rodriscoll 👇" [X Link](https://x.com/HarryStebbings/status/2003144154969162165) 2025-12-22T16:42Z 333.4K followers, [----] engagements "20VC Best Fund of the Year: @IndexVentures They have more partners who have picked fund returners than any other firm. Figma ($19BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($43BN) + Robinhood ($109BN): @janatindex Scale (14.9BN): @mavolpi Wiz ($32BN): @shardul_shah Datadog ($49BN): Shardul Shah Bernard Dalle Roblox ($57BN): @narimer Total = $398.9BN 😎 Top [--] performers spread across [--] different partners. [--] of the [--] have been investing at Index for more than [--] years. Featuring @rodriscoll 👇 [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was" [X Link](https://x.com/HarryStebbings/status/2003289204319474156) 2025-12-23T02:19Z 331.2K followers, 38.9K engagements "Venture is either a game of: [--]. Unique Access: I am able to find and win deals more frequently than my competition. [--]. Unique Insight: I have a differentiated point of view and belief that leads me to companies that my competitors are not looking at. You have to be at least one. The best are two" [X Link](https://x.com/HarryStebbings/status/2010681128445718551) 2026-01-12T11:51Z 333.2K followers, 33.7K engagements "Is Ribbit the best early-stage fund (above $50M) in history @arampell Raised in [----] Ribbit is a 55x DPI fund. Coinbase is the primary driver of fund performance. Can you think of any better @MKRocks @Beezer232 @cyantist @sacca @giliraanan This podcast changed my investing mindset more than any other I have done. [--]. The best companies have hostages not customers. [--]. The best founders are able to materialise capital customers and labor. [--]. The best founders are students of history. [--]. The best founders are seeking https://t.co/MW49fUPpAW This podcast changed my investing mindset more than any" [X Link](https://x.com/HarryStebbings/status/2010900104061075897) 2026-01-13T02:22Z 331.3K followers, 46.3K engagements "We have a big problem. The venture model doesnt work with the current public market revenue multiples. Datadog 21% Figma 20% Wix 38% Braze is 2.5x ARR Atlassian is 4.8x ARR Klaviyo is 4.5x ARR Venture doesnt work unless this changes. Agree @infoarbitrage @bgurley @jasonlk @rodriscoll https://twitter.com/i/web/status/2012286199579267554 https://twitter.com/i/web/status/2012286199579267554" [X Link](https://x.com/HarryStebbings/status/2012286199579267554) 2026-01-16T22:09Z 331.2K followers, 230K engagements "The only podcast you have to listen to every week. No politics. Just tech. - Sam Altman vs Elon Musk: The $100BN Battle - The Implosion of Thinking Machines - Can VC Survive Public Market Pricing Today - ClickHouse and Replit's New Rounds: Analysed Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @jasonlk and @rodriscoll 👇 Timestamps: 00:00 Intro 00:48 Can VC Survive With Public Market Prices Today 14:01 The Implosion of Thinking Machines 24:32 Elon Musk vs. OpenAI: The Legal Battle 43:25 Can OpenAI Win Ads 01:01:42 ClickHouse's $15BN Deal: Analysed 01:11:58 Replit's $9BN Deal:" [X Link](https://x.com/HarryStebbings/status/2014353060219273354) 2026-01-22T15:02Z 331.7K followers, 12.9K engagements "24 Months Time: Rank the Top [--] LLMs: @MaxJunestrand "For our type of work it will either be Claude or Gemini that is the top model. It'll be dependent on if context window is a very important factor or not. So far it is not because we've built so much architecture around handling lack of context window that we still prefer the Antrhopic models. It seems like OpenAI is going down the let users fine-tune models journey a bit more which I don't have a lot of reason to believe in." Love to hear your thoughts on this; top [--] models in [--] months. go @ethankoi @mmurph @paulbz @ylecun @nikunj The" [X Link](https://x.com/HarryStebbings/status/2015884951665967115) 2026-01-26T20:30Z 330.4K followers, 10.8K engagements "The only podcast you have to listen to every week. No politics. Just tech. - Brex Acquired for $5.15BN - A16z Companies are of all AI Revenues - Anthropic Inference Costs Skyrocket - OpenEvidence Raises at $12BN Valuation Spotify Youtube Apple Podcasts My [--] takeaways with @jasonlk and @rodriscoll 👇 Timestamps: 00:00 Intro 01:10 Brex Acquisition by Capital One for $5.15BN 09:06 Does Brex's Acquisition Help or Hurt Ramp 15:13 TikTok Deal Completed: Who Won & Who Lost: Analysis 18:38 Anthropic Inference Costs Higher Than Expected 39:05 OpenEvidence Raises at $12BN from Thrive and DST 46:41 a16z" [X Link](https://x.com/HarryStebbings/status/2016904471532753361) 2026-01-29T16:01Z 333.3K followers, 11.7K engagements "I struggle to get excited by customer support AI. The sheer number of well funded new players: Sierra Decagon GigaML Parloa Forethought Kore Cresta All of these have raised over $100M. and then oldies like Intercom Zendesk Talkdesk Ada And then wait for it you speak to Navan and others large public companies who are all building their own because their requirements are far too specialised for a horizontal service. Jeez I scratch my head. https://twitter.com/i/web/status/2017598062777020456 https://twitter.com/i/web/status/2017598062777020456" [X Link](https://x.com/HarryStebbings/status/2017598062777020456) 2026-01-31T13:57Z 332.2K followers, 88.7K engagements "We did back to back shows with Legora and Harvey on 20VC and it was a mega success. What other verticals with clear head to heads show we feature I am thinking: Coding: Codex vs Claude vs Cursor Customer Support: Sierra vs Decagon Doctors: OpenEvidence vs Doximity What others do we have to do https://twitter.com/i/web/status/2017714312492532053 https://twitter.com/i/web/status/2017714312492532053" [X Link](https://x.com/HarryStebbings/status/2017714312492532053) 2026-01-31T21:39Z 331.7K followers, 23.9K engagements "This week my mother had to change her MS medication for the third time. It had very painful and difficult side effects for her. This is her four days later at her grandchilds first birthday party. As always the life and soul of the party. As she always taught me you are so much more capable than even you think and everyone is fighting a battle you know nothing about; be kind. https://twitter.com/i/web/status/2017959813146190105 https://twitter.com/i/web/status/2017959813146190105" [X Link](https://x.com/HarryStebbings/status/2017959813146190105) 2026-02-01T13:54Z 331.6K followers, 22K engagements "Genuine question: How are Richard Branson Bill Gates Peter Attia and co not getting partnerships deals endorsements etc etc removed in the wake of Epstein scandal Like how are they able to continue normal business" [X Link](https://x.com/HarryStebbings/status/2017975287661678622) 2026-02-01T14:56Z 332.7K followers, 349.4K engagements "@AllMigh48938863 What law did Tiger Woods break" [X Link](https://x.com/HarryStebbings/status/2017979302487220651) 2026-02-01T15:12Z 332K followers, 25.9K engagements "I am going to be in Berlin on Friday. I have one slot to meet one founder. Who do I have to meet" [X Link](https://x.com/HarryStebbings/status/2018288520209539572) 2026-02-02T11:40Z 332.6K followers, 42.2K engagements "A wise person once said you miss 100% of the shots you never take. So @elonmusk fancy coming on 20VC today with @rodriscoll and @jasonlk to shoot the s*** on the X merger; what it means and the go forward plan Would be fun 😉" [X Link](https://x.com/HarryStebbings/status/2018690594982224380) 2026-02-03T14:18Z 333.1K followers, 55.2K engagements "Bugger We have a big problem. The venture model doesnt work with the current public market revenue multiples. Datadog 21% Figma 20% Wix 38% Braze is 2.5x ARR Atlassian is 4.8x ARR Klaviyo is 4.5x ARR Venture doesnt work unless this changes. Agree @infoarbitrage We have a big problem. The venture model doesnt work with the current public market revenue multiples. Datadog 21% Figma 20% Wix 38% Braze is 2.5x ARR Atlassian is 4.8x ARR Klaviyo is 4.5x ARR Venture doesnt work unless this changes. Agree @infoarbitrage" [X Link](https://x.com/HarryStebbings/status/2018767612453269632) 2026-02-03T19:24Z 330.7K followers, 35.5K engagements "The joys of being a Duolingo shareholder these days is youve lost so much you might as well hold onto what youve got" [X Link](https://x.com/HarryStebbings/status/2018785974927667619) 2026-02-03T20:37Z 333.1K followers, 27.3K engagements "Every single day I fight to help make the UK relevant in an insanely competitive world. It is clear now that Keir Starmer knew about Peter Mandelsons relationship with Epstein when he appointed him Ambassador. This is another unacceptable flaw of a broken regime. You cant build on broken foundations. Starmer the time has come. https://twitter.com/i/web/status/2019036736836255747 https://twitter.com/i/web/status/2019036736836255747" [X Link](https://x.com/HarryStebbings/status/2019036736836255747) 2026-02-04T13:14Z 333.1K followers, 31.7K engagements "Satyas statement of making Sundar dance was premature. Today he sits at the helm of a company that does not own their own models and has no play in building their own chips. They are behind and have to buy. Satya should buy Mistral. If he wants to remain one of the worlds most valuable private companies he has to have a play at the model layer" [X Link](https://x.com/HarryStebbings/status/2019325190937694371) 2026-02-05T08:20Z 331.2K followers, 82.9K engagements "@jgaytandeayala Tourists leave. This is a game of persistence and who can survive the longest" [X Link](https://x.com/HarryStebbings/status/2019368742548013215) 2026-02-05T11:13Z 333.1K followers, [----] engagements "The only podcast you have to listen to every week. No politics. Just tech. - SpaceX Completes $1.25TRN XAI Acquisition - The [----] SaaS Massacre: Public Market Collapse - Microsoft's $360 Billion Market Cap Loss - NVIDIA's $100BN Investment Dispute with OpenAI - Waymo Raises $16 Billion at a $110 Billion Valuation Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @jasonlk and @rodriscoll 👇 Timestamps: 00:00 Intro 01:25 SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger 10:39 The Rehabilitation of the IPO and the End of "State Private Forever" 18:13 The [----] SaaS Massacre:" [X Link](https://x.com/HarryStebbings/status/2019427091406623018) 2026-02-05T15:05Z 332.1K followers, [----] engagements "2. The Shift From Being Valued on Revenue Multiples to Free Cash Flow When investors are comparing you to steady industries its a huge valuation reset. It will take years of flat stock price and reasonable growth before you can be worth 10-15x FCF. You dont see a bottom until these stocks trade at free cash flow multiples net of dilution. Love to hear your thoughts on this @bgurley @infoarbitrage @jeffrichlive @honam" [X Link](https://x.com/HarryStebbings/status/2019427098813739015) 2026-02-05T15:05Z 330.7K followers, [----] engagements "3. NVIDIA Would Have to Bail Out OpenAI If NVIDIA can afford it they have to bail out OpenAI if they stumble. Other competitors like Anthropic are already diversifying to TPUs and AWS. OpenAI is too big to fail. Do you agree NVIDIA would have to bail out OpenAI @andrewdfeldman @evishria @vassallo @GavinSBaker https://twitter.com/i/web/status/2019427101431021993 https://twitter.com/i/web/status/2019427101431021993" [X Link](https://x.com/HarryStebbings/status/2019427101431021993) 2026-02-05T15:05Z 331.5K followers, [----] engagements "4. The Dispersion Between Old and Low Growth and New and High Growth in Terms of Valuation Has Never Been More We are seeing a heightened dispersion: low-growth companies are at 3x and high-growth companies are at 50-100x. New & exciting companies are getting insane multiples while old & boring companies are going down. A lot of software companies are moving to old & boring. Love to hear your thoughts on this dispersion if it lasts and whether it widens or contracts @andrew__reed @EverettRandle @mmurph @rabois" [X Link](https://x.com/HarryStebbings/status/2019427103599440017) 2026-02-05T15:05Z 333.4K followers, [---] engagements "5. Why the $100BN Paid for Waymo Is Actually Cheap Teslas market cap is $1.2TN. Assume the $100BN car business is valued at 2x revenue = $200BN. That leaves $1TN for non-car assets. Assuming a 50/50 split between Optimus & self-driving = $500BN each. Waymos $100BN looks cheap compared to Teslas $500BN. What is this underwrite on this when investing at $110BN How big could this be @DavidGeorge83 @aleximm @bdeeter @Konstantine https://twitter.com/i/web/status/2019427106661244996 https://twitter.com/i/web/status/2019427106661244996" [X Link](https://x.com/HarryStebbings/status/2019427106661244996) 2026-02-05T15:05Z 333.4K followers, [----] engagements "6. Is the Elon Premium on SpaceX Justified SpaceX had $15BN revenue in [--] and $18BN in [--] growing 30%. The market is valuing it at 50x run-rate revenue. It feels like 80% of the value is the Elon premium and 20% of the value is the actual business. Love to hear your thoughts on this @shaunmaguire @zebulgar @FutureJurvetson https://twitter.com/i/web/status/2019427108821356636 https://twitter.com/i/web/status/2019427108821356636" [X Link](https://x.com/HarryStebbings/status/2019427108821356636) 2026-02-05T15:05Z 333.4K followers, [----] engagements "@austinh___ Not enough to justify 8TRN if thats where they want to be in [--] years" [X Link](https://x.com/HarryStebbings/status/2019438992207282180) 2026-02-05T15:52Z 330.3K followers, [----] engagements "Listening to a competitor podcast. [--] mins in havent learned a thing. 80% wouldnt have made the cut for a 20VC. The currency of our customer is time. We protect it and optimise it" [X Link](https://x.com/HarryStebbings/status/2019516201261756627) 2026-02-05T20:59Z 331.6K followers, 18.5K engagements "Keir Starmer is in an impossible position. He has to get rid of Morgan McSweeney. That said when you remove an aid like this more often than not you are weakened not strengthened. Same with Reeves absolutely useless but again remove and he is weakened. Instead he is left with two lacklustre people decaying trust and brand by the day for him. https://twitter.com/i/web/status/2019525764555653615 https://twitter.com/i/web/status/2019525764555653615" [X Link](https://x.com/HarryStebbings/status/2019525764555653615) 2026-02-05T21:37Z 331.6K followers, 13.3K engagements "If you think Europe does not have the ability to build $100BN companies then you simply dont have good dealflow. Its that simple" [X Link](https://x.com/HarryStebbings/status/2019724373817700522) 2026-02-06T10:46Z 333.4K followers, 29.5K engagements "Keir Starmer is in an untenable position. He has to go; either now or post local elections in May. Either one he will be gone. The terrifying realisation. Angela Raynor waits in the wings. This would be the collapse of the UK and end of any chance of recovery. Wes Streeting is the sole hope. Worrying times. https://twitter.com/i/web/status/2020787771212796025 https://twitter.com/i/web/status/2020787771212796025" [X Link](https://x.com/HarryStebbings/status/2020787771212796025) 2026-02-09T09:12Z 333.1K followers, 35.3K engagements "The core Turkish business was always very strong and a cash cow. The massive errors came from too much cash too quickly and mass geo expansion executed poorly. Stripped back Getir in core markets only is a great and strategic buy for Uber. Uber agrees to buy Turkish company Getirs delivery operations in a deal that will bolster the US companys position in the Middle East https://t.co/UVdN4WDIiT Uber agrees to buy Turkish company Getirs delivery operations in a deal that will bolster the US companys position in the Middle East https://t.co/UVdN4WDIiT" [X Link](https://x.com/HarryStebbings/status/2020847632713740518) 2026-02-09T13:09Z 333.1K followers, 81.5K engagements "1. Why if You Are Building in AI Today You Have to Be in SF There is a network effect for builders in SF. For AI so much key info gets spread around tight networks. You can make it happen anywhere but there is something different about giving up everything & moving to SF to make it happen. Love to hear your thoughts on this @rabois @benioff @antonosika @howard @matis @MaxJunestrand" [X Link](https://x.com/HarryStebbings/status/2020878316161347758) 2026-02-09T15:11Z 333.3K followers, [----] engagements "2. It Is Bullsh*t That Were Gonna Vibe Code Everything IT spend is approximately 8-12% of enterprise spend. If you have an innovation machine with AI why would you focus on building another ERP to save 8-12% when you can use it to optimize the remaining 90% The idea that well vibe code everything is flat out wrong. Love to hear your thoughts on this @amasad @MS_BASE44 @benioff @JaredSleeper https://twitter.com/i/web/status/2020878318883537282 https://twitter.com/i/web/status/2020878318883537282" [X Link](https://x.com/HarryStebbings/status/2020878318883537282) 2026-02-09T15:11Z 333.3K followers, [----] engagements "3. Agents Are Reducing the Switching Costs of Large Legacy Providers Switching legacy enterprise providers used to be extremely expensive and risky. With coding agents the complexity of switching providers will be dramatically reduced. Its a positive incentive for the entire ecosystem. Do agents dramatically reduce switching costs @dharmesh @mattturck @ivanburazin" [X Link](https://x.com/HarryStebbings/status/2020878321165197642) 2026-02-09T15:11Z 332.6K followers, [---] engagements "4. Who Will Win in a World of AI: Incumbents or Startups Incumbents will make their product better for their existing categories. Microsoft will make a better word processor Google will make a better search engine Startups will win in native categories that did not exist before the product cycle. Do you agree that the service area for startups to win is native categories @destraynor @levie @mcannonbrookes @saammotamedi https://twitter.com/i/web/status/2020878323065225620 https://twitter.com/i/web/status/2020878323065225620" [X Link](https://x.com/HarryStebbings/status/2020878323065225620) 2026-02-09T15:11Z 332.6K followers, [---] engagements "@PhilipJohnston Thats on them not the founders" [X Link](https://x.com/HarryStebbings/status/2021628910790975799) 2026-02-11T16:54Z 333K followers, [---] engagements "One of the most f***** up things about building companies: As a founder you have to literally learn to enjoy being punched in the face. It is just too hard if you do not. There has to be this masochistic strain which thrives off it otherwise it will be too painful" [X Link](https://x.com/HarryStebbings/status/2021733770554913007) 2026-02-11T23:51Z 332K followers, [----] engagements "We are dramatically under-investing in data centres as of today" [X Link](https://x.com/HarryStebbings/status/2020804533379551675) 2026-02-09T10:18Z 333.4K followers, 22K engagements "1. Anthropics SuperBowl Ad Analysed Consumer is Anthropics weakest sector. They could have targeted the Super Bowl ad for engineers. But they went for a cheap dig & advertised their worst product" [X Link](https://x.com/HarryStebbings/status/2021990333022871876) 2026-02-12T16:50Z 333.4K followers, [----] engagements "2. The AI Budget Revenue Stack & Why It's Not a Zero-Sum Game AI revenue can be the same dollar showing up in multiple layers. When a customer pays Atlassian they pay AWS first then AWS pays Anthropic. Big headline numbers hide how much is shared across the stack" [X Link](https://x.com/HarryStebbings/status/2021990336223228126) 2026-02-12T16:50Z 333.4K followers, [----] engagements "Getting a job in venture capital is incredibly simple. [--]. Choose three VC partners that you like and would want to work for. [--]. Study the type and stage of company they like. [--]. Send them one company every other day that fits their stage and thesis. Provide one line on why it is interesting. [--]. Do this for [--] days and 100% guarantee you will have a job offer. Show the freemium version of yourself. https://twitter.com/i/web/status/2010451190098657544 https://twitter.com/i/web/status/2010451190098657544" [X Link](https://x.com/HarryStebbings/status/2010451190098657544) 2026-01-11T20:38Z 333.4K followers, 427.4K engagements "I have interviewed 100+ $BN founders and there are three really common characteristics: [--]. Broken relationship with a parent. [--]. Started entrepreneurial activity young (teens). [--]. Played video games at high level and or led clans. Overwhelming how common these are" [X Link](https://x.com/HarryStebbings/status/2012280185446363479) 2026-01-16T21:45Z 333.4K followers, 25.3K engagements "@SethGRosenberg @Wealthsimple @Revolut @get_aspora I couldnt agree more Viva @awxjack and @airwallex" [X Link](https://x.com/HarryStebbings/status/2019461416395145481) 2026-02-05T17:21Z 333.4K followers, [----] engagements "The work you do in private is the work you are rewarded for in public. Todays news is [--] years in the making. $400M raised. Time to get back to work and work harder than ever. https://www.ft.com/content/7b553b44-7c92-415c-979e-5b500bb8108faccessToken=zwAGJH2WjMYAkc97VTtEfJJBXNOXnltQC7gQjw.MEYCIQDYXZ0e79MEkNGDffpm8n1dqBlPfJF8W2d6rOLWajEEuwIhAISt3MqR7N-0tRJlBThYgl9iysTa5fif_8vSNvNgSRbD&sharetype=gift&token=6366cdeb-6e92-48cb-afa4-c2013bbfe23b" [X Link](https://x.com/HarryStebbings/status/1846188870452367543) 2024-10-15T13:58Z 333.4K followers, 723.8K engagements "I am really sorry but in the year [----] the idea of putting OOO on email autoresponder is insane. You have a phone keep emailing. 😂" [X Link](https://x.com/HarryStebbings/status/1935094081077514331) 2025-06-17T21:55Z 333.4K followers, 220.8K engagements "If I was Nik I would have absolutely made the same decision. 18% holding of Revolut. Company will be worth $200BN without a doubt. $36BN position at that price. His cap gains bill alone would be $8BN-$10BN. Now in the UAE it will be $0. The Labour government has to realise we are in a global war for talent. Sad and mega loss for the UK" [X Link](https://x.com/HarryStebbings/status/1975636738488803729) 2025-10-07T18:57Z 333.4K followers, 1.1M engagements "I really need to find unhinged founders. I'm not looking for intellectually curious. I am looking for unwaveringly obsessed borderline psychotic individuals intent on changing a generation" [X Link](https://x.com/HarryStebbings/status/2017312569959100520) 2026-01-30T19:02Z 333.5K followers, 107.8K engagements "The story of Legora is absolutely nuts. A couple of kids from Sweden decide to upend the AI legal market. Raise $50K in angel funding and the journey begins. @ycombinator beckons and with the advice of @gustaf they raise a stellar seed round from @chetanp @benchmark In a matter of weeks they raise a Series A from @loganbartlett @redpoint Then the first board meeting comes and they tell their VCs one thing we will not be selling anything for the next [--] months. NOTHING. Today less than two years later: $2BN valuation $200M+ raised from top VCs $50M+ ARR (latest reported) [---] employees in US and" [X Link](https://x.com/HarryStebbings/status/2015804558086185118) 2026-01-26T15:10Z 333.4K followers, 269K engagements "50% of VC Funds Will Go Out of Business. "If you are not a platform it is much harder for you to raise. I think 50% of funds today either cannot raise or are stalling their fundraise and I think many of them are not going to be able to raise." @orenzeev How do you see the future of venture Will 50% go out of business @nbt @kwharrison13 @chadbyers @MKRocks Oren Zeev is truly one of a kind in venture capital. The man manages $1BN as a solo capitalist. He does not take a single $0 in fees. (unheard of) He has 30% carry. (wow) He is the largest LP in every single one of his funds. (13% per fund =" [X Link](https://x.com/HarryStebbings/status/2018419149244895436) 2026-02-02T20:20Z 333.4K followers, 17.8K engagements "6. You Can't Get Fired for Buying the Winner No one is trying to be contrarian anymore; they are all piling on winners. You cant get fired for putting money with a 1x preference. Its the VC equivalent of You cant get fired for buying IBM" [X Link](https://x.com/HarryStebbings/status/2021990346268475572) 2026-02-12T16:50Z 333.4K followers, [----] engagements "If you are able to determine what is durable and compounding vs what is vulnerable to AI and replaceable; today is the single greatest buying opportunity in the public market" [X Link](https://x.com/HarryStebbings/status/2022286176762073373) 2026-02-13T12:26Z 333.5K followers, 37.9K engagements "Today is more crazy and active than the peak of [----]. More deals more uprounds more 100x ARR valuations than ever before" [X Link](https://x.com/HarryStebbings/status/2022359721114791940) 2026-02-13T17:18Z 333.5K followers, 11.5K engagements "What no one is talking about that everyone should be talking about is how agents will remove the switching cost of SaaS providers turning previously irreplaceable systems into carcasses of data repositories. That is when SaaS will really be hit" [X Link](https://x.com/HarryStebbings/status/2022663655712559225) 2026-02-14T13:26Z 333.5K followers, 59.8K engagements "5. Elon Option Value Drives the Market Cap of All Elon Companies The Elon Option Value is the premium people are willing to pay for Elons companies. It is basically a call option on unexpected breakthroughs and new markets. The risk: if confidence breaks or leadership changes that premium can unwind fast and hard. Love to hear your thoughts on this @rabois @zebulgar @FutureJurvetson @reidhoffman https://twitter.com/i/web/status/2001669674161913990 https://twitter.com/i/web/status/2001669674161913990" [X Link](https://x.com/HarryStebbings/status/2001669674161913990) 2025-12-18T15:03Z 316.8K followers, [----] engagements "6. I Do Not Understand the Tesla Market Cap and I Would Not Envy the Bankers Trying to Get SpaceX Done at $1.5TN Teslas market cap still doesnt pencil out cleanly against financials or even TAM. At $1.5TN youre underwriting belief and narrative more than measurable cashflows. The SpaceX pricing will depend on how many Elon believers show up. Love to hear your thoughts on this @bgurley @shaunmmaguire @CathieDWood https://twitter.com/i/web/status/2001669676766486868 https://twitter.com/i/web/status/2001669676766486868" [X Link](https://x.com/HarryStebbings/status/2001669676766486868) 2025-12-18T15:03Z 316.8K followers, 13.3K engagements "@bryce Most non-obvious on partner selection" [X Link](https://x.com/HarryStebbings/status/2002085704952905880) 2025-12-19T18:36Z 313.9K followers, 58.1K engagements "I respect @jasonlk for many reasons but no one has mastered the movement from SaaS to AI like Jason. The man was the master of SaaS wisdom for years with the greatest SaaS founders all learning from him. Then with thought and precision he becomes a true AI founder using every tool and product to the limits ( la @Replit). Mastered the transition from SaaS to AI. Mega respect. 👏" [X Link](https://x.com/HarryStebbings/status/2002531060630823258) 2025-12-21T00:06Z 315.2K followers, 30.4K engagements "@siculars @rodriscoll @jasonlk One gif for your mood my friend" [X Link](https://x.com/HarryStebbings/status/2002806863176544608) 2025-12-21T18:22Z 313.9K followers, [----] engagements "2025 was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very special 20VC Big Fat Quiz of the Year. For 2025: - Best Founder of the Year - Best Product of the Year - Best Fund of the Year - Best Breakout Company of the Year For 2026: - Google Meta Apple Amazon Microsoft NVIDIA: Buy vs Sell - Who will go public in [----] - Biggest stock pick for [----] - Will unemployment from AI show up in labour figures Full List below 👇 Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: 00:00 Intro 01:23 Founder of the Year [----] 08:33 Fund" [X Link](https://x.com/HarryStebbings/status/2003144146467393718) 2025-12-22T16:42Z 317.9K followers, 360.9K engagements "3. Jason Fund(s) of the Year: Neo and Creandum Neo wins on aesthetics: Early investors into Cursor Kalshi and Cognition. A year ago YC looked like they won the accelerator race now we have other exciting contestants (Neo South Park Commons HF0 etc) Creandum is also a strong standout fund. Love to hear your thoughts on this @apartovi @rsanghvi @davefontenot @saranormous What changed to allow the YC stronghold to expand to new entrants" [X Link](https://x.com/HarryStebbings/status/2003144157813178677) 2025-12-22T16:42Z 313.9K followers, [----] engagements "5. Investor of the Year: Elad Gil The track record you need to have to raise a $3BN as a solo GP is insane. Hes become a preferred investor with his taste and style. What have been some of your biggest lessons from working with Elad @gabepereyra @ShivdevRao @qasar @collision @thejessezhang @torstenreil" [X Link](https://x.com/HarryStebbings/status/2003144162795803076) 2025-12-22T16:42Z 315.2K followers, [----] engagements "6. The Bottom Six Public Stocks Do Not Have Co-Attach to AI: Will People Pay $100K More for It GitLab Atlassian Adobe Monday Bill and HubSpot still need a real AI co-attach. A simple test: will customers pay as much or more for the core product because of AI So far they havent proven that attach-rate lift. Love to hear your thoughts on this @zzeran @mcannonbrookes @sytses @yaminirangan https://twitter.com/i/web/status/2003144165111271631 https://twitter.com/i/web/status/2003144165111271631" [X Link](https://x.com/HarryStebbings/status/2003144165111271631) 2025-12-22T16:42Z 315.2K followers, [----] engagements "7. Who Will Go Public and in What Order We could see [--] IPOs in this order: [--]. SpaceX: As early as when summer dynamics make sense. [--]. Canva: The AI story is not perfect but the numbers are there. [--]. Databricks: Another financing round call it their Series M [--]. Anthropic: Clean way to meet capital needs. Aside from headaches of being public there are no downsides. Cmon bets on chaps who do you think will go out this year @infoarbitrage @tanayj @deedydas @honam @chadbyers https://twitter.com/i/web/status/2003144168164483145 https://twitter.com/i/web/status/2003144168164483145" [X Link](https://x.com/HarryStebbings/status/2003144168164483145) 2025-12-22T16:42Z 315.2K followers, [----] engagements "Who Will Go Public in 2026: "I think we will see four IPOs backloaded next year; in this order. [--]. SpaceX (@elonmusk) [--]. Canva (@MelanieCanva) [--]. Databricks (@alighodsi) [--]. Anthropic (@DarioAmodei) OpenAI should have gone first but it is burning too much cash and so will be sometime in 2027." @jasonlk @eladgil @saranormous @jaltma @patrick_oshag @gradypb cmon fellow venture podcast crew; what is your bet for who goes out [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very special 20VC Big Fat Quiz of the Year. For" [X Link](https://x.com/HarryStebbings/status/2003156078196855031) 2025-12-22T17:30Z 315.7K followers, 42.6K engagements "What is the Biggest Risk to NVIDIA in [----] "A: Massive demand for compute continues but other people introduce competing TPU/GPU products. Market share erosion. B: erosion of demand such that the explosion of demand tapers off". @rodriscoll Which one do you think @eladgil @altcap @GavinSBaker @JonathanRoss321 [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very special 20VC Big Fat Quiz of the Year. For 2025: - Best Founder of the Year - Best Product of the Year - Best Fund of the Year - Best Breakout" [X Link](https://x.com/HarryStebbings/status/2003200620581564664) 2025-12-22T20:27Z 314.6K followers, [----] engagements ""My anchor is the same as Neo the same as Initialized the same as South Park Commons. I am not in the top group of my peers. I would have to do 8x to even get to speak at the LP AGM. In the age of AI if you are a seed fund and you bought 10% of Cursor an 8x fund in comparison would be a round error. You would not even be invited to dinner." @jasonlk Poking the bear on this one @dafrankel @cyantist @alexisohanian @mmurph @Carles_Reina love to hear your thoughts [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very" [X Link](https://x.com/HarryStebbings/status/2003246673959493730) 2025-12-22T23:30Z 314.9K followers, 56.5K engagements "Fund of the Year @neo w/ @apartovi "First money into Cursor Cognition and Kalshi. I also give it a vote because [--] months ago it seemed like YC had won the accelerator race but Neo @southpkcommons @hf0. The rebirth of the accelerator model and Neo is impressive." @jasonlk Love to hear your thoughts on this @mntruell @mansourtarek_ @davefontenot @ScottWu46 [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very special 20VC Big Fat Quiz of the Year. For 2025: - Best Founder of the Year - Best Product of the Year - Best" [X Link](https://x.com/HarryStebbings/status/2003500848962248746) 2025-12-23T16:20Z 316.5K followers, 39.6K engagements "Can you build a retail army a la Tesla or Palantir when they buy in post institutions and $1TRN IPO " The story stocks are worth 70x revenues; Palantir and Tesla. The way that happened is a lot of retail bought in early made out like bandits. They have real believers on the table who are in the money. And they've got a lot of people I'll never sell my Tesla. It's gonna be tricky to take a new company out starting at $1TRN. A lot of the institutional money is already in it. Institutions are ruthless when they hit their price target they'll be sellers. So they're beginning to wrestle with the" [X Link](https://x.com/HarryStebbings/status/2003565273841041868) 2025-12-23T20:36Z 315.4K followers, 28.9K engagements "We dont talk enough about male eating disorders. @tarakeeney thanks for being my friend and giving the space to do so. ❤ Mens mental health is not discussed enough. Especially the pressure of being successful. @HarryStebbings Thank you for being so honest If youre building anything this conversation matters. https://t.co/C6JhZIJzva Mens mental health is not discussed enough. Especially the pressure of being successful. @HarryStebbings Thank you for being so honest If youre building anything this conversation matters. https://t.co/C6JhZIJzva" [X Link](https://x.com/HarryStebbings/status/2004615191691190422) 2025-12-26T18:08Z 315.4K followers, 20.5K engagements "Enterprises will not adopt AI without forward-deployed engineers Are revenue numbers posted from data-labelling companies real revenue or GMV There are 8+ players in the data-labelling market with $100M in ARR who wins Who loses Are AI talent marketplaces dead Do you have to be in the data curation and implementation game also. @InvTechInc is one of the secret juggernauts in the market with $200M ARR and some of the worlds biggest companies as customers. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My top [--] lessons from sitting down with their CEO Matthew Fitzpatrick 👇" [X Link](https://x.com/HarryStebbings/status/2006400203415253175) 2025-12-31T16:21Z 316.1K followers, 11.8K engagements "3. Forward-Deployed Engineers (FDEs) Are Critical for True Workflow Embedding Out-of-the-box AI rarely sticks. When change requires adoption only teams embedded onsite with operators can align tools to real processes. FDEs bridge that gap without them projects stall or revert to pilots. Do you agree that FDEs are required for enterprise adoption to truly work @BrendanFoody @jonsidd @GarrettLord" [X Link](https://x.com/HarryStebbings/status/2006400214299443661) 2025-12-31T16:21Z 315.9K followers, [---] engagements "4. Theres a Growing Gap Between Model Performance and Enterprise Adoption Public benchmarks show 4060% gains in model accuracy. 60% of consumers now use AI weekly yet only 5% of enterprise deployments are live today. Closing this gap requires not just better models but data infrastructure workflow redesign accountability trust and observability . What are the single biggest barriers to enterprise AI adoption in your mind @levie @benioff @jasonlk @ivanhzhao https://twitter.com/i/web/status/2006400216274976923 https://twitter.com/i/web/status/2006400216274976923" [X Link](https://x.com/HarryStebbings/status/2006400216274976923) 2025-12-31T16:21Z 316.7K followers, [----] engagements "5. Human-Generated Data and Expertise Will Be the Next Decades Growth Tailwind Synthetic data works for clear-cut tasks but complex multi-modal multi-language multi-stage reasoning demands curated human insights. Enterprises will invest heavily in gathering validating and fine-tuning on real-world workflows. How does the rise of synthetic data impact the human-generated data market @ashugarg @jrichlive @gokulr https://twitter.com/i/web/status/2006400218137276606 https://twitter.com/i/web/status/2006400218137276606" [X Link](https://x.com/HarryStebbings/status/2006400218137276606) 2025-12-31T16:21Z 316.7K followers, [----] engagements "1. The Interview Process That Led to $150M Pay Packet I found Revolut through a London startup Facebook group. Nik replied within [--] minutes we had a face-to-face interview the next day & he offered a role right after the interview. It was the fastest interview process Ive ever had. Fascinated do you find quality of founder and speed of response time is correlated @chadbyers @hkanji @fdestin" [X Link](https://x.com/HarryStebbings/status/2008202401623195900) 2026-01-05T15:42Z 316.1K followers, [----] engagements "2. The Moment I Knew Revolut Was Going to Be a Massive Company Two moments: [--]. We were in a startup coworking space back in the day & we were the only ones that worked past 7PM & weekends. [--]. Nik who was already wealthy said his ambition was to beat JP Morgan When did you realise just how big Revolut could be @martinmignot @chrija @JulietdeB1 @ncsh https://twitter.com/i/web/status/2008202404215316513 https://twitter.com/i/web/status/2008202404215316513" [X Link](https://x.com/HarryStebbings/status/2008202404215316513) 2026-01-05T15:42Z 316.5K followers, [----] engagements "The Biggest Lesson from Working with Nik Storonsky @ Revolut for [--] Years: "It is all about results. There are three types of people. [--]. People who can self-identify the target shoot and hit the goal. [--]. People who cannot identify the target but if you point they shoot and hit the goal. [--]. People who can do neither. You want the first and second type of people leading teams. The throughput of your company is the sum of the number of people in the first and second bucket." @alanchanguk What are your biggest lessons from working with Nik @martinmignot @wanderingvc @micky_malka @JulietdeB1 I" [X Link](https://x.com/HarryStebbings/status/2008242090543911178) 2026-01-05T18:20Z 316.7K followers, 30.2K engagements "Whenever I worry that the UK is run by incompetent morons I simply look to Mamdani in NYC and Newsom in California and instantly feel better. 🤣" [X Link](https://x.com/HarryStebbings/status/2008540887069147173) 2026-01-06T14:07Z 317.6K followers, 53.9K engagements "@CashJaktern They dont want to steal your property in London 🤣" [X Link](https://x.com/HarryStebbings/status/2008541676835676528) 2026-01-06T14:10Z 318.7K followers, [----] engagements "Chance I will be in Georgia US next week for a very cool project. If so who are the coolest and best people to interview in Georgia" [X Link](https://x.com/HarryStebbings/status/2008544007769784423) 2026-01-06T14:19Z 316.3K followers, 15.5K engagements "What Nik Storonsky @ Revolut taught me about leadership and ownership: "There is a difference between a janitor and a VP. If the janitor fails to collect the trash because the locks to the door have changed. It is irritating but it is acceptable because you are the janitor. Somewhere between janitor and the VP reasons stop mattering. Excuses don't matter. If you're a leader of an area in the company excuses don't matter. If you succeed you get all the praise you fail you get all the blame and it does not matter why you failed." @alanchanguk Love to hear your thoughts on this and if this rings" [X Link](https://x.com/HarryStebbings/status/2008622471503818928) 2026-01-06T19:31Z 319.2K followers, 32.1K engagements "@NotDakshBhatia We cant count them then cos they dont represent your policies 🤣" [X Link](https://x.com/HarryStebbings/status/2008629081990987804) 2026-01-06T19:57Z 316.3K followers, [---] engagements "@zachweinberg If you grow a little more think of all the new daycare facilities you can support 🤣" [X Link](https://x.com/HarryStebbings/status/2008818107662602564) 2026-01-07T08:28Z 316.3K followers, [----] engagements "Project Europe has been live for [--] months. [--] Project Europe companies. [--] have raised significant up rounds from Tier 1s. [--] has been acquired by category leader. Never been more confident that Project Europe will be the dominant entry point for entrepreneurship in Europe in [--] years" [X Link](https://x.com/HarryStebbings/status/2008881349319405928) 2026-01-07T12:40Z 319.5K followers, [----] engagements "If you are not bullish on Europe right now I can categorically tell you you have s*** dealflow and need to improve. Never been more great entrepreneurs building mega European businesses" [X Link](https://x.com/HarryStebbings/status/2008883578109821394) 2026-01-07T12:49Z 318.1K followers, 87.4K engagements "@PaulYacoubian @zachweinberg If only it was just daycare fraud though" [X Link](https://x.com/HarryStebbings/status/2008891649418748325) 2026-01-07T13:21Z 316.3K followers, [---] engagements "I often cold outbound mega CEOs to come on 20VC: The upstarts who are crushing taking incumbent share and moving fast; respond and take it themselves. The incumbents; forward it to comms who send me BS emails a week later with a follow up call. Speed is everything and the best understand the importance of brand" [X Link](https://x.com/HarryStebbings/status/2009246881319145970) 2026-01-08T12:52Z 319.6K followers, 16K engagements "We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care About OpenAI Dilution - Why Going Public Does Not Make Sense Anymore Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @jasonlk and @rodriscoll 👇 https://podcasts.apple.com/us/podcast/20vc-groqs-%2420bn-nvidia-acquisition-manus-acquired/id958230465i=1000744253635 https://youtu.be/jGii3mpwsNU https://open.spotify.com/episode/5UIIxjIUJPYNdJ7xGB49bJ" [X Link](https://x.com/HarryStebbings/status/2009302781128020409) 2026-01-08T16:34Z 322.7K followers, 286.8K engagements "1. Everyone Is Coming for Nvidia Now Whether its buying from AMD partnering with Broadcom building your own chips NVIDIAs numbers will still crush this year. But we will likely see the competitive pressure start to build. Love to hear your thoughts on this @andrewdfeldman @stanboland @beffjezos https://twitter.com/i/web/status/2009302784005312889 https://twitter.com/i/web/status/2009302784005312889" [X Link](https://x.com/HarryStebbings/status/2009302784005312889) 2026-01-08T16:34Z 317.6K followers, [----] engagements "If you want a pricing premium as a startup fundraising today you need to be one of two things: [--]. Replacing jobs; now or in roadmap. (Harvey Legora Sierra Decagon) [--]. Co-attach to AI. Ride the tailwinds of AI. (Datadog Supabase etc). If not either discount will be real. https://twitter.com/i/web/status/2009325704710701477 https://twitter.com/i/web/status/2009325704710701477" [X Link](https://x.com/HarryStebbings/status/2009325704710701477) 2026-01-08T18:05Z 324.4K followers, 34.4K engagements "Which Country Should the US and Europe Model our Energy Policy On "China. Look at cost per kWh. In Europe it is $0.25. In the US it is $0.15. In China it is $0.08. -- Look at energy per capita the US hasn't grown in the last [--] years. China has increased 7x. China have truly vertically integrated energy companies run by the state from generation to the grid and distribution. In China they deploy more solar than the all western economies combined . In China they've deployed more gas more coal more grid than all western economies combined. They understand the importance of energy costs and" [X Link](https://x.com/HarryStebbings/status/2009453321669824514) 2026-01-09T02:33Z 317.9K followers, 13.3K engagements "Series A is the worst place to be investing today. Company progression from seed is minimal. Pricing is 4-5x the seed round. So the price to progress ratio is f******. Paying 150x ARR for little sign of PMF at best. Plus the competition is mega both domestic and US. Go early or go late. The reality of venture in [----]. https://twitter.com/i/web/status/2009605347741229171 https://twitter.com/i/web/status/2009605347741229171" [X Link](https://x.com/HarryStebbings/status/2009605347741229171) 2026-01-09T12:37Z 320K followers, 43.6K engagements ""At xAI every person is wired like this. It's the most mission-focused group of people Ive ever been around. People are prepared to sacrifice and do what they have to do to accomplish the mission." What drives the X team to standards that are incomparable anywhere else @elonmusk @ayushjaiswal @vahidk https://twitter.com/i/web/status/2009648862630171105 https://twitter.com/i/web/status/2009648862630171105" [X Link](https://x.com/HarryStebbings/status/2009648862630171105) 2026-01-09T15:30Z 319K followers, 12K engagements "Go big or go boutique. The only way to play in [----]. https://t.co/1Hdgrkd7WL https://t.co/1Hdgrkd7WL" [X Link](https://x.com/HarryStebbings/status/2009650370491089329) 2026-01-09T15:36Z 319.3K followers, 58.8K engagements ""If youre a CEO with zero shares you dont worry about dilution because it doesnt impact you at all as a shareholder. OpenAIs stock-based comp is three to four times Anthropics with far more secondaries because dilution isnt a constraint. Sam just wants to build the biggest AI on Earth and if everyone else gets diluted 99% it doesnt affect him." Love to hear your thoughts @mmurph @vahidk @deedydas @aphysicist We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care" [X Link](https://x.com/HarryStebbings/status/2009671516254883891) 2026-01-09T17:00Z 319.7K followers, 123.9K engagements "Just recorded one of the best 20VCs I have ever done. Two massive venture nerds shooting the shit. Stay tuned for Mondays episode with @arampell. 🔥" [X Link](https://x.com/HarryStebbings/status/2009689765436649590) 2026-01-09T18:12Z 323.6K followers, 18.8K engagements ""You should be shooting the bottom 10% of your sales organization every year. In a scaling company total attrition should be about 25% factoring in cutting the bottom 10% promotions and people quitting. If attrition is above 30% you have a problem if its too low you have a different problem" Love to hear your thoughts @bhalligan @alanchanguk @tobi @stanine" [X Link](https://x.com/HarryStebbings/status/2009709258196054219) 2026-01-09T19:30Z 317.9K followers, 28.7K engagements ""Once you see that everyone will have inference running 24/7; all the infrastructure data center bets and power requirements start to look obvious. You need 1000x what we have today just so all of us can have our models running 24/7. You still have to fund it but all of a sudden Sams idea of Ill find the way starts to make sense." Love to hear your thoughts @DavidSHolz @suhail @gavinsbaker @andrewdfeldman We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care" [X Link](https://x.com/HarryStebbings/status/2009724356914753772) 2026-01-09T20:30Z 319.6K followers, 11.9K engagements ""Lots of CEOs want to recruit from competitors just because they know the space but who gives a shit if theyre C players. Thats a short-term solve to reduce ramp time but nine months later youve got a bunch of shitty sales people. Id rather hire A players who dont know the space take longer to ramp and end up with a world-class sales organization." What are your biggest lessons on this @destraynor @parkerconrad @arielcoco @samir_vasavada https://twitter.com/i/web/status/2009762108859376014 https://twitter.com/i/web/status/2009762108859376014" [X Link](https://x.com/HarryStebbings/status/2009762108859376014) 2026-01-09T23:00Z 319.8K followers, 30.4K engagements ""I genuinely think you can identify a top 0.1% founder without talking to them. Most of my best deals came from cold inbound by analyzing the intelligence and quality in the inbound itself. Its not a leap to imagine an AI could take a cold email to the red zone before a human ever gets involved." Love to hear your thoughts @chadbyers @alexbard @kirbyman01 @bandrew @jaltma We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care About OpenAI Dilution - Why Going" [X Link](https://x.com/HarryStebbings/status/2009807404159119463) 2026-01-10T02:00Z 318K followers, 36.5K engagements "I asked a CEO the other day: "Do you angel invest" They responded: "Are you kidding me. To have the cash to angel invest I would have to sell stock in my own company to fund it. Do you really think I believe in any other business is a better investment than the dollars in my own So no I do not and will not angel invest. Long my company." That is a CEO I want to back up the truck on. https://twitter.com/i/web/status/2009982624186458294 https://twitter.com/i/web/status/2009982624186458294" [X Link](https://x.com/HarryStebbings/status/2009982624186458294) 2026-01-10T13:36Z 320K followers, 112.8K engagements "@paulbonnet Haha I tried to make it less obvious ;)" [X Link](https://x.com/HarryStebbings/status/2009983808691683701) 2026-01-10T13:40Z 318K followers, [----] engagements "@endowment_eddie Pre-seed is the good one Seed still for suckers" [X Link](https://x.com/HarryStebbings/status/2009998266654699566) 2026-01-10T14:38Z 318.5K followers, [---] engagements ""This is a 27% growth company trading at four times revenue cashflow positive and operating profitable on a non-GAAP basis. Its a perfectly good boring business that went public at a weird time with a lot of one-off noise that scared people. You add it all up and it looks like a perfectly good company thats probably 30% to 40% undervalued." To what extent does Ramp Airwallex etc come in and eat their lunch @rabois @awxjack @tcitrin @zachweinberg We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta" [X Link](https://x.com/HarryStebbings/status/2010109397742031132) 2026-01-10T22:00Z 321.2K followers, 80.6K engagements ""Can the world support five or six startup research labs or even [--] without all that territory being annexed by Anthropic OpenAI or Google Is there enough room to justify $1BN pres at $5BN posts when every lab has to build a real commercial or consumer business It worked for Anthropic and OpenAI but on aggregate Im fairly skeptical." Love to hear your thoughts @paulbz @altcap @speechu @alexisohanian @JeffDean We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care" [X Link](https://x.com/HarryStebbings/status/2010169796378128748) 2026-01-11T02:00Z 318.9K followers, 17.7K engagements "The biggest leading indicator that a pre-seed founder will be successful: When they are able to snap their fingers and have five people join them from a company they have previously worked at together. No better sign" [X Link](https://x.com/HarryStebbings/status/2010375225775657165) 2026-01-11T15:36Z 318.8K followers, 33.9K engagements ""You can be disliked you need to be respected and if your sales leader is beloved by everybody youve got the wrong guy. I want someone who will call me on my sh*t and make me better. You cannot win without conflict and leaders who need to be popular avoid conflict and end up avoiding the right decisions." Love to hear your thoughts @maggie_hott @pedroh96 @austin_rief @vxanand" [X Link](https://x.com/HarryStebbings/status/2010396289306095910) 2026-01-11T17:00Z 319.9K followers, 20.3K engagements ""I need people who are a little fucked in the head like I am. When I wake up at three in the morning six in the morning or ten at night Im thinking about work and I cant help it. Im obsessed with making sure were doing things correctly and I need people who are obsessed like that too." If there was one trait that is most common in your best sellers what is it @adamguild @jasonlk @kylecnorton @samdblond" [X Link](https://x.com/HarryStebbings/status/2010456684796473447) 2026-01-11T21:00Z 321.2K followers, 46.5K engagements "@paulbonnet @XMarinovic @Kieranleehill @codorniou You are a psycho And thats why we are amazing as a team" [X Link](https://x.com/HarryStebbings/status/2010722651749372080) 2026-01-12T14:36Z 318K followers, [---] engagements "6. Single Best Investment Advice Find high agency people that know the history of the space driven by revenge and dont second guess anything. Give them money & be their best partner. It is entirely about people. What do you know now that you wish you had known when you started investing @martin_casado @davidu @tjparker" [X Link](https://x.com/HarryStebbings/status/2010732127160074502) 2026-01-12T15:14Z 321.2K followers, [----] engagements "7. Where Is Venture Capital in Five Years Time It will end up eating even more of the world. AI is allowing software companies to do so many things it couldnt before. I am bullish on the ability of tech companies to create enduring value. What will VC look like in [--] years time @patrick_oshag @bgurley @jason @jasonlk what will stay the same What will be different https://twitter.com/i/web/status/2010732129638867103 https://twitter.com/i/web/status/2010732129638867103" [X Link](https://x.com/HarryStebbings/status/2010732129638867103) 2026-01-12T15:14Z 321.2K followers, [----] engagements "The Best Founders Can Do Three Things: @arampell They are able to materialise: [--]. Capital: Are they good fundraisers Can they tell a good story [--]. Customers: Are they able to get their first [--] customers [--]. Labor: Do [--] people they have worked with before want to join them Do you agree with this and what would you add or amend @honam @mmurph @infoarbitrage @garrytan" [X Link](https://x.com/HarryStebbings/status/2010761441033482670) 2026-01-12T17:11Z 319.3K followers, 14.2K engagements "The Best Founders are Students of History: @arampell [--]. @collision @patrickc (@stripe) [--]. @vladtenev (@RobinhoodApp) [--]. @apoorva_mehta (@Instacart) Do you agree with this @pejmannozad @bonatsos @chadbyers @mbrandolph and who best exemplifies this to you This podcast changed my investing mindset more than any other I have done. [--]. The best companies have hostages not customers. [--]. The best founders are able to materialise capital customers and labor. [--]. The best founders are students of history. [--]. The best founders are seeking https://t.co/MW49fUPpAW This podcast changed my investing mindset" [X Link](https://x.com/HarryStebbings/status/2010792394925457535) 2026-01-12T19:14Z 319K followers, 19.8K engagements "" If they're good investments winning is very hard. You have to sell. This is a sales job. You have to convince the best entrepreneurs to take your money. How do you do that You have to say I'm the greatest person in the world to help you. Which means I have this amazing specialty and or I have all these things that I can do for you. If I'm not that big and can't help you that much you're gonna lose. That's why the death of the middle is what tends to happen for a lot of these asset classes." @arampell Who is the best "seller" in venture you have seen from your rounds @bhalligan @fidjissimo" [X Link](https://x.com/HarryStebbings/status/2010853799385329774) 2026-01-12T23:18Z 319.1K followers, 18.7K engagements "I have been fortunate to have the majority of the greatest founders on 20VC over the last decade. One I have never had but always wanted is @travisk. Travis if you read this if this is not the best interview you have done I will donate $100K to a charity of your choice. Let's make it happen" [X Link](https://x.com/HarryStebbings/status/2011048553313935623) 2026-01-13T12:11Z 321.1K followers, 56.7K engagements "@ZacharyDeWitt Find me someone who sends me good companies that fit my thesis and strategy for [--] days and man they deserve a junior role 🤣" [X Link](https://x.com/HarryStebbings/status/2011161868522697171) 2026-01-13T19:42Z 318.5K followers, [----] engagements "@tarakeeney Biggest difference" [X Link](https://x.com/HarryStebbings/status/2011393421374804196) 2026-01-14T11:02Z 319K followers, 34.6K engagements "@Karim_RC @an21m Would pay $25 per month for this" [X Link](https://x.com/HarryStebbings/status/2011419002523033711) 2026-01-14T12:43Z 318.9K followers, 11K engagements "@ivanburazin Harder to acquire talent. More expensive. Harder to retain. Not good for startups. Oh and that old wealth tax. Ouch" [X Link](https://x.com/HarryStebbings/status/2011423293866389823) 2026-01-14T13:00Z 318.6K followers, [----] engagements "1. How a16z Do 3x On Their New Fund Size a16z raised $15B about 20% of total venture capital raised. Exits hit roughly $300B this year making 3x returns mathematically possible. With IPOs coming the market may absorb big funds without breaking. Will the exit landscape support fund sizes like this returning 3x+ @Curiousjorge65 @jeffrichlive @pitdesi @Jeffreyw5000 https://twitter.com/i/web/status/2011817133592715298 https://twitter.com/i/web/status/2011817133592715298" [X Link](https://x.com/HarryStebbings/status/2011817133592715298) 2026-01-15T15:05Z 323.6K followers, 33K engagements "3. Adding A Growth Fund Is A Very Strategic Addition To Small Funds Adding a late-stage fund can raise a firms profile with founders. It meaningfully boosts partner economics if executed well. The risk is misplaying growth and damaging the core franchise. Love to hear your thoughts on this as you weighed it up @asenkut @eurie_kim @cape @joshk" [X Link](https://x.com/HarryStebbings/status/2011817138818854960) 2026-01-15T15:05Z 324.7K followers, [---] engagements "5. Is The Market So Efficient That Every Great Company Has To Go Through Yc Or Andreessen Can $10B companies still be found outside YC and Andreessen If not venture becomes access signaling and small checks. Real alpha depends on true discovery still existing. Love to hear your thoughts on this @giliraanan @shaunmmaguire @orenzeev @garrytan https://twitter.com/i/web/status/2011817144300740828 https://twitter.com/i/web/status/2011817144300740828" [X Link](https://x.com/HarryStebbings/status/2011817144300740828) 2026-01-15T15:05Z 318.9K followers, [---] engagements "7. Why The Wealth Tax In California Being Proposed Is Much Worse Than It Seems This wealth tax is a Trojan horse not a one-time hit. The real plan is an annual tax on $25$50M of paper wealth. It risks pushing founders to leave long before liquidity. Does this tax cause a material exodus of founders leaving the valley if passed @paulg @rsanghvi @jason" [X Link](https://x.com/HarryStebbings/status/2011817150105698806) 2026-01-15T15:06Z 319.8K followers, [----] engagements "8. To Do ElevenLabs At $11 Billion You Have To Believe. An $11B deal assumes a large distributed customer base. Not a few power users but many real adopters paying. The bet is that this proven trend keeps scaling for years. Would you buy ElevenLabs at $11BN @slpierre @justinmateen @Yuchenj_UW @mejoff @tanayj https://twitter.com/i/web/status/2011817152475447723 https://twitter.com/i/web/status/2011817152475447723" [X Link](https://x.com/HarryStebbings/status/2011817152475447723) 2026-01-15T15:06Z 319.9K followers, [----] engagements "Just seen @SetterVC's latest report on the most in-demand secondaries for private companies in Q4: The big news @SpaceX reclaims the #1 spot (my bet June [----] they go public) Top [--] Risers in the Top 30: [--]. @Polymarket up [--] places to #15 [--]. @tryramp climbs [--] places up to #11 [--]. @cursor_ai rises [--] places to #18 Flip side top fallers: [--]. Ripple drops [--] places to #27 [--]. Kraken fell [--] spots to #20 [--]. Gleen also drops [--] places to #23 Several new entrants: @Kalshi #24 @Lovable #30 @deel #19 The last [--] being 20VC portfolio companies 👇 Visit for the full list http://SetterVC.com" [X Link](https://x.com/HarryStebbings/status/2011870513677676736) 2026-01-15T18:38Z 320.1K followers, 12.3K engagements "What you should expect if you are ($5M-$15M ARR) with these growth rates. 300% YoY: Swell you will have your pick. 200% YoY: Will be good. Likely Tier 2's. Quality of revenue is important in whether Tier [--] or Tier [--]. 100% YoY: This will be hard. Unless insanely high quality revenue. Expect pain. 80% below: Cut burn. Get profitable. Lean on existing. Expect no net new. The state of venture today. https://twitter.com/i/web/status/2012115115739328650 https://twitter.com/i/web/status/2012115115739328650" [X Link](https://x.com/HarryStebbings/status/2012115115739328650) 2026-01-16T10:50Z 322.8K followers, 147.2K engagements "@rabois @infoarbitrage What are they getting wrong How should we look at it Asked with love and education" [X Link](https://x.com/HarryStebbings/status/2012292951544586596) 2026-01-16T22:36Z 319.6K followers, 22.2K engagements "@rabois @infoarbitrage So dont play the game and wait Wrong to @gurley and play game on the field" [X Link](https://x.com/HarryStebbings/status/2012293854544732430) 2026-01-16T22:40Z 319.6K followers, [----] engagements "The single biggest mistake content creators starting today make: They dont specialise their content. Riches in niches. Specialise and find your thousand true fans" [X Link](https://x.com/HarryStebbings/status/2012318788671185142) 2026-01-17T00:19Z 322.8K followers, [----] engagements "The most important skill you can learn in VC: You have to be comfortable doing nothing. We have made significantly less Series A investments for several reasons. We were ok to wait. This week there are [--] truly special ones. The willingness to wait for great is 💯" [X Link](https://x.com/HarryStebbings/status/2013006230252396837) 2026-01-18T21:50Z 324.5K followers, 22.7K engagements "Another day another Project Europe company signs a term sheet with a leading fund. If you are under [--] and have mega ambitions there is no better platform than Project Europe to build with. [--] months in [--] companies [--] have raised great up rounds. In just [--] months" [X Link](https://x.com/HarryStebbings/status/2013217379157671945) 2026-01-19T11:50Z 322.5K followers, 10K engagements "1. Are We Seeing a Plateau in Model Performance We are seeing a plateau in consumer use cases but we do not need better model performance. We need better context: Models need to integrate into your apps calendar workflows. Its a different story for enterprise: We will not see a plateau in code gen anytime soon. Love to hear your thoughts on this @paulbz @eisokant @mmurph @dharmesh @jasonlk https://twitter.com/i/web/status/2013268982061486261 https://twitter.com/i/web/status/2013268982061486261" [X Link](https://x.com/HarryStebbings/status/2013268982061486261) 2026-01-19T15:15Z 322.6K followers, [----] engagements ""Listen more than you speak because movement is not action in deal-making. Talking the most doesnt mean youre in control and silence doesnt mean the other side isnt listening. All deal-making is people reading people one-on-one in groups and at scale." What are your single best pieces of advice to founders on deal-making @honam @infoarbitrage @ilyaf The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold email Sam Altman and co. They have calls which lead to OpenAI leading their Seed Round as the sole investor." [X Link](https://x.com/HarryStebbings/status/2013641166303174868) 2026-01-20T15:54Z 324.4K followers, 17.6K engagements ""Companies are growing much faster than they used to so its important to go through two clear stages. [--]. Stage one is product market fit. [--]. Stage two is company market fit where you build the structures that match how the business actually scales." What are the biggest problems you see founders face in company market fit @DavidGeorge83 @mmurph @bhalligan @MattEvantic The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold email Sam Altman and co. They have calls which lead to OpenAI leading their Seed Round as the" [X Link](https://x.com/HarryStebbings/status/2013765862415868114) 2026-01-21T00:09Z 324.1K followers, 16K engagements ""Start fundraising six months early and let a few investors put in small checks with information rights. Show them you hit what you say you will hit again and again so trust compounds over time. You wont optimize price but youll optimize for partners and when you raise it can happen in hours not months." What are the single biggest pieces of advice you would give to a founder going out to raise a Series A today @paulg @garrytan @alicebentinck @rsanghvi @apartovi The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold" [X Link](https://x.com/HarryStebbings/status/2014007328702345695) 2026-01-21T16:09Z 324.7K followers, 76.8K engagements ""VCs have been right about when to hire senior executives. Where theyre often wrong is who to hire because they see board meetings not how people operate day to day. Ive trusted my gut on who to hire sometimes against VC advice and Ive been right more often than not." Do you agree VCs get timing right and specific talent selection wrong when it comes to hiring @andrew__reed @kirbyman01 @jaminball @paulbz The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold email Sam Altman and co. They have calls which lead to" [X Link](https://x.com/HarryStebbings/status/2014050865678622753) 2026-01-21T19:02Z 324.4K followers, 23.6K engagements "Fastest way founders can show immaturity: How they talk about their competitors. The worst: dismissive and arrogant. The best: students of history. Learn from what they did well. Attack what they did poorly" [X Link](https://x.com/HarryStebbings/status/2014345257983328281) 2026-01-22T14:31Z 324.6K followers, 20.2K engagements "3. The Best Researchers in AI Can Pick Projects to Work On The best researchers the ones you need to win only want to work on intellectually challenging projects. If you cannot deliver they will leave. That environment is almost impossible for 99% of software companies to create. Can SaaS companies compete in the war for talent if this is the case @winstonweinberg @spenserskates @LuisvonAhn" [X Link](https://x.com/HarryStebbings/status/2014353070960873640) 2026-01-22T15:02Z 322.8K followers, [---] engagements "4. There Are Three Types of Risk in Venture Capital [--]. Technical & founder risk [--]. Business GTM & execution risk [--]. Valuation risk Valuation risk is all about growth persistence and market size. Love to hear your thoughts on this @honam @dafrankel @chadbyers" [X Link](https://x.com/HarryStebbings/status/2014353073427144899) 2026-01-22T15:02Z 324.5K followers, [----] engagements "@thegothamgal @freestylevc @jennylefcourt so appreciate the kind words Jenny was amazing to have Would be gr8 [--] hear gotham girl story" [X Link](https://x.com/HarryStebbings/status/732999405163433984) 2016-05-18T18:20Z 304.3K followers, [--] engagements "@jennaabdou @bfeld @tydanco thanks so much Jenny so appreciate the kind words and I would be nowhere without the kindness of Brad and Ty" [X Link](https://x.com/HarryStebbings/status/759776197261746177) 2016-07-31T15:42Z 324.7K followers, [--] engagements "Absolutely love this on marketplace KPIs from @algovc @Accel fantastic work and must read for #startup #founders #vc https://www.linkedin.com/pulse/10-marketplace-kpis-matter-andrei-brasoveanu https://www.linkedin.com/pulse/10-marketplace-kpis-matter-andrei-brasoveanu" [X Link](https://x.com/HarryStebbings/status/789466242574843908) 2016-10-21T13:59Z 324.7K followers, [--] engagements "A huge thanks to @jasonlk @gretchende @courtneyrogin @mallun for putting on the most incredible first day @saastr immensely inspiring" [X Link](https://x.com/HarryStebbings/status/829164854476955650) 2017-02-08T03:08Z 304.3K followers, [--] engagements "Stoked to finally meet the wonderful @jennylefcourt @freestylevc after a year of continuous advice and support This will be fun #startup" [X Link](https://x.com/HarryStebbings/status/831196669534420992) 2017-02-13T17:41Z 304.3K followers, [--] engagements "Fantastic piece by my fave blog @ttunguz @redpointvc on the power of feeling personally addressed with writing #vc http://tomtunguz.com/finding-your-voice/ http://tomtunguz.com/finding-your-voice/" [X Link](https://x.com/HarryStebbings/status/847874883476443136) 2017-03-31T18:14Z 324.7K followers, [--] engagements "This has made my day to see @jennylefcourt made GP @freestylevc bravo @Joshmedia fantastic news Exciting times https://techcrunch.com/2017/04/10/freestyle-capital-90m-fund-iv/ https://techcrunch.com/2017/04/10/freestyle-capital-90m-fund-iv/" [X Link](https://x.com/HarryStebbings/status/851503143804444675) 2017-04-10T18:32Z 304.3K followers, [--] engagements "@jennylefcourt @freestylevc @Joshmedia Haha what can I say The 20VC effect Oh no what does that mean when I release the episode with @Joshmedia that will be fun 😎😉" [X Link](https://x.com/HarryStebbings/status/851504147295862789) 2017-04-10T18:36Z 304.4K followers, [--] engagements "Just rewatched this again Best @TEDTalks ever @simonsinek "It's not what you do it's why you do it" Phenomenal https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action" [X Link](https://x.com/HarryStebbings/status/863891472206221312) 2017-05-14T22:59Z 304.3K followers, [--] engagements "Amazing to get in an Uber and hear @twentyminutevc and our episode with @davidbeisel @NextViewVC one of the highlights of the show 😎👍" [X Link](https://x.com/HarryStebbings/status/908117927546810369) 2017-09-13T23:59Z 304.3K followers, [--] engagements "@JayKapoorNYC @ryan_caldbeck Thanks so much for this Jay and could not agree more with you Would be amazing to have Ryan on What do you say Ryan you game" [X Link](https://x.com/HarryStebbings/status/992035186715037696) 2018-05-03T13:36Z 324.7K followers, [--] engagements "Fascinating to hear @timorein @pipedrive discuss on @saastr how VCs in differing locations prioritise differing measurements of success Love to hear your thoughts on this @ganeumann @lpolovets @infoarbitrage @jasonlk #saas #founder #entrepreneur #vc https://buff.ly/1QDKvJc https://buff.ly/1QDKvJc" [X Link](https://x.com/HarryStebbings/status/993979868076560385) 2018-05-08T22:24Z 306.6K followers, [--] engagements "Love it when an old friend and seasoned founder calls you to tell you they are starting a new company and you interject to ask if you can angel invest before they have even told you what the idea is 👍" [X Link](https://x.com/HarryStebbings/status/997257341367136257) 2018-05-17T23:27Z 306.6K followers, [--] engagements "I am not sure there is a more exciting venture in the valley now than @JoinAtomic with @jackabraham @chest first with @wearehims @andrewdudley and now the amazing news today from @dserota @JoinTerminal such exciting times ahead there https://www.pehub.com/2018/05/terminal-raises-10-mln-lightspeed-thiel-capital-kpcb-atomic-craft-yang/# https://www.pehub.com/2018/05/terminal-raises-10-mln-lightspeed-thiel-capital-kpcb-atomic-craft-yang/#" [X Link](https://x.com/HarryStebbings/status/999071865762205698) 2018-05-22T23:37Z 324.8K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HarryStebbings Harry Stebbings
Harry Stebbings posts on X about ai, we are, if you, open ai the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -9.80%
- [--] Month [---------] +42%
- [--] Months [----------] +82%
- [--] Year [----------] -3.20%
Mentions: [--] #
- [--] Week [--] -12%
- [--] Month [---] +12%
- [--] Months [---] +31%
- [--] Year [-----] +1.30%
Followers: [-------] #
- [--] Week [-------] +0.84%
- [--] Month [-------] +4.60%
- [--] Months [-------] +14%
- [--] Year [-------] +26%
CreatorRank: [-------] #
Social Influence
Social category influence technology brands 25.57% finance 19.89% stocks 19.32% vc firms #43 celebrities 5.68% social networks 3.98% countries 2.27% gaming 2.27% automotive brands 1.14% travel destinations 1.14%
Social topic influence ai 12.5%, we are #3757, if you 10.23%, open ai 9.09%, business 6.25%, politics 5.68%, in the 5.68%, mega 4.55%, the most 4.55%, acquisition 3.98%
Top accounts mentioned or mentioned by @jasonlk @rodriscoll @rabois @mmurph @infoarbitrage @illscience @gradypb @paulbz @awxjack @martinmignot @chadbyers @a16z @alanchanguk @arampell @honam @tarakeeney @bhalligan @eladgil @zebulgar @andrewreed
Top assets mentioned Spotify Technology (SPOT) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Is triple triple double double dead in a world of AI @illscience "I do not think so. I do think you have to be the top of your peer set. There are some markets where you see this explosive growth and that is awesome but if you're selling an ERP you've got a much more cautious customer. So I think that there is just physics to some of these markets." How have your expectations for growth changed@JaredSleeper @afc @annbordetsky @pueokeffer We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I have not lost a deal in [--] years. It has"
X Link 2026-02-10T02:36Z 333.4K followers, 11.7K engagements
"The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold email Sam Altman and co. They have calls which lead to OpenAI leading their Seed Round as the sole investor. (baller) Sequoia (@gradypb) @eladgil @saranormous go on to lead their Series A. The company today does: - $190M in ARR - 500+ employees - 1000+ mega customers The best shows are art (storytelling) and science (frameworks). This has both off the charts. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @winstonweinberg and special thanks to"
X Link 2026-01-19T15:15Z 333.4K followers, 342.5K engagements
"We play a coverage game @a16z: @illscience " We are not allowed to believe in luck at a16z. We have to see 100% of the deals in our domain. It is acceptable to make a decision based on the information you have and have the decision be wrong. But the expectation is we see 100% of the deals in our sector and that we win 100% of the deals that we go after". Do you play the coverage/market map game also and how do you think about this @zebulgar @rabois @ericvishria @andrew__reed @paulbz We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them."
X Link 2026-02-11T02:21Z 333.5K followers, [----] engagements
"Prediction: it is [----] and Bending Spoons has acquired Snap"
X Link 2026-02-09T21:27Z 333.4K followers, 39.7K engagements
"We play a coverage game @a16z: @illscience " We are not allowed to believe in luck at a16z. We have to see 100% of the deals in our domain. It is acceptable to make a decision based on the information you have and have the decision be wrong. But the expectation is we see 100% of the deals in our sector and that we win 100% of the deals that we go after". Do you play the coverage/market map game also and how do you think about this @zebulgar @rabois @ericvishria @andrew__reed @paulbz We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them."
X Link 2026-02-10T23:26Z 333.4K followers, [----] engagements
"Prediction: it is [----] and Bending Spoons has acquired Duolingo"
X Link 2026-02-11T16:39Z 333.5K followers, 18K engagements
"The public markets have decided that SaaS revenue durability and growth is challenged at best and extinct at worst. So where is value in a world of uncertainty. Gnarly f****** hard backend businesses. Fintech for one. Airwallex and @awxjack the level of integrations partnerships permissions with banks around the world. Insanely hard. OpenAI aint coming for this. 😉 https://twitter.com/i/web/status/2019713931288232218 https://twitter.com/i/web/status/2019713931288232218"
X Link 2026-02-06T10:05Z 333.4K followers, 74.5K engagements
"We have the most insane back catalog of content at 20VC. I would pay $50000 for a tool that could: Crawl the back catalog Find the best segments from past episodes Turn them into super engaging clips. -- Would pay another $50000 if: They could then connect to our socials. Analyse past posts of a similar type that worked. Craft copy for the post. Analyse best time to post for each specific post. Then post to each different platform. This is what AI should be doing but is not"
X Link 2026-02-11T10:04Z 333.4K followers, 80.4K engagements
"The only podcast you have to listen to every week. No politics. Just tech. - Anthropic's Superbowl Ad: Who Won - Who Lost - Harvey Raises $200M at $11BN Valuation - Sierra Hits $150M in ARR: Is Customer Support Too Crowded Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @jasonlk @rodriscoll and @mcannonbrookes 👇 Timestamps: 00:00 Intro 01:06 Anthropic Predicts $149B in ARR in [----] 11:33 Mikes Thoughts on SaaS Today 26:26 Harvey Raises $200M at an $11BN Valuation 45:56 Is Customer Support a Terrible or Terrific Investment Category 01:00:58 Anthropic's Super Bowl Ad: Who Won & Lost"
X Link 2026-02-12T16:50Z 333.4K followers, [----] engagements
"Every single dev and product team I speak to in the last [--] days has moved from Cursor to Claude Code. [--]. Is this permanent [--]. If so what happens to Cursor"
X Link 2026-01-30T22:35Z 333.4K followers, 575.9K engagements
"5. Why Customer Support Is a Trojan Horse When the customer support agent becomes the main agent youre working with it understands the context of your business. You can start using it for sales help or research. It becomes a trojan horse to do everything else"
X Link 2026-02-12T16:50Z 333.4K followers, [----] engagements
"This is an embarrassment to the European ecosystem. It shows how out of touch and irrelevant the French administration is. For the love of God if you are not going to help then do no harm. Stop embarrassing Europe on a global stage. In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see"
X Link 2026-02-06T20:16Z 333.4K followers, 136.8K engagements
"We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I have not lost a deal in [--] years. It has never been a more uncertain time to be an investor. - Is SaaS dead - Do margins matter - Is triple triple double double dead - Will foundation models eat the apps layer Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @illscience 👇 Timestamps: 00:00 Intro 00:56 Why building an AI company requires being in San Francisco 04:01 The "SaaS Apocalypse" myth: Why "vibe coding" everything is a lie 05:18 How AI agents are finally breaking"
X Link 2026-02-09T15:11Z 333.4K followers, 200.2K engagements
"Is SaaS Dead Will We Vibe Code Everything @illscience " If you look at SaaS spend today it's 8%-12% of enterprise spend. Even if you vibe coded your ERP and your payroll with all of the kind of risks and dangers that entails you're gonna save 8%-12%. You have this innovation bazooka with these models. Why would you point it at Rebuilding Payroll or ERP or CRM You're going to take it and use it to extend your core advantage as a business or you're gonna take it to optimize the other 90% that you're not spending on software today." Do you agree with this @tobi @Bouazizalex @MS_BASE44"
X Link 2026-02-09T20:10Z 333.4K followers, 120.9K engagements
"Cursor vs Claude Code: Uber & Lyft or More Like the Cloud Market: @illscience " I don't think it looks like Uber and Lyft. I think in the apps layer you're going to have people that want to consume the code they generate through a rich IDE and those that want to be closer to the metal. That's closer to AWS vs Google Cloud than it is Uber vs Lyft." What will be the ultimate market composition for the AI code market @JTLonsdale @milesgrimshaw @Mkclements @bcherny @mmurph @embirico We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I"
X Link 2026-02-10T16:10Z 333.4K followers, 12.8K engagements
"Prediction: it is [----] and Bending Spoons has acquired Dropbox"
X Link 2026-02-10T18:20Z 333.4K followers, 20.1K engagements
"Why Chat-Based UI Won't Last and Browser-Based Will Prevail: @illscience " Most people don't want to save time. They want to spend time. The products are designed by the most high agency people in the world like Sam and Elon. For them the optimal UI is a chatbox where you say exactly what you want. But for many people they're again looking to waste time spend time. They want browse based interface. They're not quite sure what they want. They can't always articulate it. The future of intent-based is chat makes me a little skeptical." How does the UI paradigm change in the next 12-36 months"
X Link 2026-02-10T20:17Z 333.4K followers, 29.8K engagements
"One of the most BS things I hear from other investors: We are looking for the next Helsing or the next Anduril. Never works. Just invest in the core asset. Swallow your ego. Pay up for the prize asset"
X Link 2026-02-11T12:50Z 333.4K followers, [----] engagements
"In [----] Matrix Partners signed a term sheet to buy 20% of Airwallex for $2M. However they pulled the signed term sheet. Today that $2M would be worth $1.24BN. One of the most costly mistakes in recent VC times"
X Link 2025-05-26T17:24Z 331.3K followers, 68.8K engagements
"Index Ventures are the most impressive firm in venture today. They have more partners who have picked fund returners than any other firm. Figma ($59BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($44BN) + Robinhood ($82BN): @janatindex Scale (14.9BN): @mavolpi Wiz ($32BN): @shardul_shah Datadog ($46BN): @shardul_shah @bdalle Roblox ($86BN): @narimer Total $438.9 billion 😎 Top [--] performers spread across [--] different partners. [--] of the [--] have been investing at Index for more than [--] years. This is a team sport. Go long. https://twitter.com/i/web/status/1952049582797365288"
X Link 2025-08-03T16:51Z 333.1K followers, 101.5K engagements
"Index Ventures are the most impressive firm in venture today. They have more partners who have picked fund returners than any other firm. Figma ($59BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($44BN) & Robinhood ($82BN): @janatindex Scale ($14.9BN): @mavolpi Wiz ($32BN): @shardul_shah Datadog ($46BN): @shardul_shah @bdalle Roblox ($86BN): @narimer Total $438.9BN Top [--] performers spread across [--] different partners [--] of the [--] have been investing at Index for more than [--] years. This is a team sport. Go Long. My [--] takeaways with Martin Mignot 👇"
X Link 2025-08-11T17:15Z 331.6K followers, 16.3K engagements
"1. Founder of the Year: Dario @ Anthropic He played a steady sensible hand as CEO. Hes pushed profitability and disciplined growth and its worked. If you held it since early [----] its the stock youre most excited about. Love to hear your thoughts what do you think Dario has done so well specifically this year having worked alongside him @mmurph @YasminRazavi @jaykreps @mamoonha @aplusk"
X Link 2025-12-22T16:42Z 333.4K followers, [----] engagements
"2. Rorys Fund of the Year: Index Ventures They have more partners who have picked fund returners than any other firm: - Figma ($19BN): @dannyrimer - Revolut ($75BN): @martinmignot - Adyen ($43BN) + Robinhood ($109BN): @janatindex - Scale (14.9BN): @mavolpi - Wiz ($32BN): @shardul_shah - Datadog ($49BN): Shardul Shah Bernard Dalle - Roblox ($57BN): @narimer ================ Total = $398.9BN 😎 ================ Top [--] performers spread across [--] different partners. [--] of the [--] have been investing at Index for more than [--] years. Featuring @rodriscoll 👇"
X Link 2025-12-22T16:42Z 333.4K followers, [----] engagements
"20VC Best Fund of the Year: @IndexVentures They have more partners who have picked fund returners than any other firm. Figma ($19BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($43BN) + Robinhood ($109BN): @janatindex Scale (14.9BN): @mavolpi Wiz ($32BN): @shardul_shah Datadog ($49BN): Shardul Shah Bernard Dalle Roblox ($57BN): @narimer Total = $398.9BN 😎 Top [--] performers spread across [--] different partners. [--] of the [--] have been investing at Index for more than [--] years. Featuring @rodriscoll 👇 [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was"
X Link 2025-12-23T02:19Z 331.2K followers, 38.9K engagements
"Venture is either a game of: [--]. Unique Access: I am able to find and win deals more frequently than my competition. [--]. Unique Insight: I have a differentiated point of view and belief that leads me to companies that my competitors are not looking at. You have to be at least one. The best are two"
X Link 2026-01-12T11:51Z 333.2K followers, 33.7K engagements
"Is Ribbit the best early-stage fund (above $50M) in history @arampell Raised in [----] Ribbit is a 55x DPI fund. Coinbase is the primary driver of fund performance. Can you think of any better @MKRocks @Beezer232 @cyantist @sacca @giliraanan This podcast changed my investing mindset more than any other I have done. [--]. The best companies have hostages not customers. [--]. The best founders are able to materialise capital customers and labor. [--]. The best founders are students of history. [--]. The best founders are seeking https://t.co/MW49fUPpAW This podcast changed my investing mindset more than any"
X Link 2026-01-13T02:22Z 331.3K followers, 46.3K engagements
"We have a big problem. The venture model doesnt work with the current public market revenue multiples. Datadog 21% Figma 20% Wix 38% Braze is 2.5x ARR Atlassian is 4.8x ARR Klaviyo is 4.5x ARR Venture doesnt work unless this changes. Agree @infoarbitrage @bgurley @jasonlk @rodriscoll https://twitter.com/i/web/status/2012286199579267554 https://twitter.com/i/web/status/2012286199579267554"
X Link 2026-01-16T22:09Z 331.2K followers, 230K engagements
"The only podcast you have to listen to every week. No politics. Just tech. - Sam Altman vs Elon Musk: The $100BN Battle - The Implosion of Thinking Machines - Can VC Survive Public Market Pricing Today - ClickHouse and Replit's New Rounds: Analysed Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @jasonlk and @rodriscoll 👇 Timestamps: 00:00 Intro 00:48 Can VC Survive With Public Market Prices Today 14:01 The Implosion of Thinking Machines 24:32 Elon Musk vs. OpenAI: The Legal Battle 43:25 Can OpenAI Win Ads 01:01:42 ClickHouse's $15BN Deal: Analysed 01:11:58 Replit's $9BN Deal:"
X Link 2026-01-22T15:02Z 331.7K followers, 12.9K engagements
"24 Months Time: Rank the Top [--] LLMs: @MaxJunestrand "For our type of work it will either be Claude or Gemini that is the top model. It'll be dependent on if context window is a very important factor or not. So far it is not because we've built so much architecture around handling lack of context window that we still prefer the Antrhopic models. It seems like OpenAI is going down the let users fine-tune models journey a bit more which I don't have a lot of reason to believe in." Love to hear your thoughts on this; top [--] models in [--] months. go @ethankoi @mmurph @paulbz @ylecun @nikunj The"
X Link 2026-01-26T20:30Z 330.4K followers, 10.8K engagements
"The only podcast you have to listen to every week. No politics. Just tech. - Brex Acquired for $5.15BN - A16z Companies are of all AI Revenues - Anthropic Inference Costs Skyrocket - OpenEvidence Raises at $12BN Valuation Spotify Youtube Apple Podcasts My [--] takeaways with @jasonlk and @rodriscoll 👇 Timestamps: 00:00 Intro 01:10 Brex Acquisition by Capital One for $5.15BN 09:06 Does Brex's Acquisition Help or Hurt Ramp 15:13 TikTok Deal Completed: Who Won & Who Lost: Analysis 18:38 Anthropic Inference Costs Higher Than Expected 39:05 OpenEvidence Raises at $12BN from Thrive and DST 46:41 a16z"
X Link 2026-01-29T16:01Z 333.3K followers, 11.7K engagements
"I struggle to get excited by customer support AI. The sheer number of well funded new players: Sierra Decagon GigaML Parloa Forethought Kore Cresta All of these have raised over $100M. and then oldies like Intercom Zendesk Talkdesk Ada And then wait for it you speak to Navan and others large public companies who are all building their own because their requirements are far too specialised for a horizontal service. Jeez I scratch my head. https://twitter.com/i/web/status/2017598062777020456 https://twitter.com/i/web/status/2017598062777020456"
X Link 2026-01-31T13:57Z 332.2K followers, 88.7K engagements
"We did back to back shows with Legora and Harvey on 20VC and it was a mega success. What other verticals with clear head to heads show we feature I am thinking: Coding: Codex vs Claude vs Cursor Customer Support: Sierra vs Decagon Doctors: OpenEvidence vs Doximity What others do we have to do https://twitter.com/i/web/status/2017714312492532053 https://twitter.com/i/web/status/2017714312492532053"
X Link 2026-01-31T21:39Z 331.7K followers, 23.9K engagements
"This week my mother had to change her MS medication for the third time. It had very painful and difficult side effects for her. This is her four days later at her grandchilds first birthday party. As always the life and soul of the party. As she always taught me you are so much more capable than even you think and everyone is fighting a battle you know nothing about; be kind. https://twitter.com/i/web/status/2017959813146190105 https://twitter.com/i/web/status/2017959813146190105"
X Link 2026-02-01T13:54Z 331.6K followers, 22K engagements
"Genuine question: How are Richard Branson Bill Gates Peter Attia and co not getting partnerships deals endorsements etc etc removed in the wake of Epstein scandal Like how are they able to continue normal business"
X Link 2026-02-01T14:56Z 332.7K followers, 349.4K engagements
"@AllMigh48938863 What law did Tiger Woods break"
X Link 2026-02-01T15:12Z 332K followers, 25.9K engagements
"I am going to be in Berlin on Friday. I have one slot to meet one founder. Who do I have to meet"
X Link 2026-02-02T11:40Z 332.6K followers, 42.2K engagements
"A wise person once said you miss 100% of the shots you never take. So @elonmusk fancy coming on 20VC today with @rodriscoll and @jasonlk to shoot the s*** on the X merger; what it means and the go forward plan Would be fun 😉"
X Link 2026-02-03T14:18Z 333.1K followers, 55.2K engagements
"Bugger We have a big problem. The venture model doesnt work with the current public market revenue multiples. Datadog 21% Figma 20% Wix 38% Braze is 2.5x ARR Atlassian is 4.8x ARR Klaviyo is 4.5x ARR Venture doesnt work unless this changes. Agree @infoarbitrage We have a big problem. The venture model doesnt work with the current public market revenue multiples. Datadog 21% Figma 20% Wix 38% Braze is 2.5x ARR Atlassian is 4.8x ARR Klaviyo is 4.5x ARR Venture doesnt work unless this changes. Agree @infoarbitrage"
X Link 2026-02-03T19:24Z 330.7K followers, 35.5K engagements
"The joys of being a Duolingo shareholder these days is youve lost so much you might as well hold onto what youve got"
X Link 2026-02-03T20:37Z 333.1K followers, 27.3K engagements
"Every single day I fight to help make the UK relevant in an insanely competitive world. It is clear now that Keir Starmer knew about Peter Mandelsons relationship with Epstein when he appointed him Ambassador. This is another unacceptable flaw of a broken regime. You cant build on broken foundations. Starmer the time has come. https://twitter.com/i/web/status/2019036736836255747 https://twitter.com/i/web/status/2019036736836255747"
X Link 2026-02-04T13:14Z 333.1K followers, 31.7K engagements
"Satyas statement of making Sundar dance was premature. Today he sits at the helm of a company that does not own their own models and has no play in building their own chips. They are behind and have to buy. Satya should buy Mistral. If he wants to remain one of the worlds most valuable private companies he has to have a play at the model layer"
X Link 2026-02-05T08:20Z 331.2K followers, 82.9K engagements
"@jgaytandeayala Tourists leave. This is a game of persistence and who can survive the longest"
X Link 2026-02-05T11:13Z 333.1K followers, [----] engagements
"The only podcast you have to listen to every week. No politics. Just tech. - SpaceX Completes $1.25TRN XAI Acquisition - The [----] SaaS Massacre: Public Market Collapse - Microsoft's $360 Billion Market Cap Loss - NVIDIA's $100BN Investment Dispute with OpenAI - Waymo Raises $16 Billion at a $110 Billion Valuation Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @jasonlk and @rodriscoll 👇 Timestamps: 00:00 Intro 01:25 SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger 10:39 The Rehabilitation of the IPO and the End of "State Private Forever" 18:13 The [----] SaaS Massacre:"
X Link 2026-02-05T15:05Z 332.1K followers, [----] engagements
"2. The Shift From Being Valued on Revenue Multiples to Free Cash Flow When investors are comparing you to steady industries its a huge valuation reset. It will take years of flat stock price and reasonable growth before you can be worth 10-15x FCF. You dont see a bottom until these stocks trade at free cash flow multiples net of dilution. Love to hear your thoughts on this @bgurley @infoarbitrage @jeffrichlive @honam"
X Link 2026-02-05T15:05Z 330.7K followers, [----] engagements
"3. NVIDIA Would Have to Bail Out OpenAI If NVIDIA can afford it they have to bail out OpenAI if they stumble. Other competitors like Anthropic are already diversifying to TPUs and AWS. OpenAI is too big to fail. Do you agree NVIDIA would have to bail out OpenAI @andrewdfeldman @evishria @vassallo @GavinSBaker https://twitter.com/i/web/status/2019427101431021993 https://twitter.com/i/web/status/2019427101431021993"
X Link 2026-02-05T15:05Z 331.5K followers, [----] engagements
"4. The Dispersion Between Old and Low Growth and New and High Growth in Terms of Valuation Has Never Been More We are seeing a heightened dispersion: low-growth companies are at 3x and high-growth companies are at 50-100x. New & exciting companies are getting insane multiples while old & boring companies are going down. A lot of software companies are moving to old & boring. Love to hear your thoughts on this dispersion if it lasts and whether it widens or contracts @andrew__reed @EverettRandle @mmurph @rabois"
X Link 2026-02-05T15:05Z 333.4K followers, [---] engagements
"5. Why the $100BN Paid for Waymo Is Actually Cheap Teslas market cap is $1.2TN. Assume the $100BN car business is valued at 2x revenue = $200BN. That leaves $1TN for non-car assets. Assuming a 50/50 split between Optimus & self-driving = $500BN each. Waymos $100BN looks cheap compared to Teslas $500BN. What is this underwrite on this when investing at $110BN How big could this be @DavidGeorge83 @aleximm @bdeeter @Konstantine https://twitter.com/i/web/status/2019427106661244996 https://twitter.com/i/web/status/2019427106661244996"
X Link 2026-02-05T15:05Z 333.4K followers, [----] engagements
"6. Is the Elon Premium on SpaceX Justified SpaceX had $15BN revenue in [--] and $18BN in [--] growing 30%. The market is valuing it at 50x run-rate revenue. It feels like 80% of the value is the Elon premium and 20% of the value is the actual business. Love to hear your thoughts on this @shaunmaguire @zebulgar @FutureJurvetson https://twitter.com/i/web/status/2019427108821356636 https://twitter.com/i/web/status/2019427108821356636"
X Link 2026-02-05T15:05Z 333.4K followers, [----] engagements
"@austinh___ Not enough to justify 8TRN if thats where they want to be in [--] years"
X Link 2026-02-05T15:52Z 330.3K followers, [----] engagements
"Listening to a competitor podcast. [--] mins in havent learned a thing. 80% wouldnt have made the cut for a 20VC. The currency of our customer is time. We protect it and optimise it"
X Link 2026-02-05T20:59Z 331.6K followers, 18.5K engagements
"Keir Starmer is in an impossible position. He has to get rid of Morgan McSweeney. That said when you remove an aid like this more often than not you are weakened not strengthened. Same with Reeves absolutely useless but again remove and he is weakened. Instead he is left with two lacklustre people decaying trust and brand by the day for him. https://twitter.com/i/web/status/2019525764555653615 https://twitter.com/i/web/status/2019525764555653615"
X Link 2026-02-05T21:37Z 331.6K followers, 13.3K engagements
"If you think Europe does not have the ability to build $100BN companies then you simply dont have good dealflow. Its that simple"
X Link 2026-02-06T10:46Z 333.4K followers, 29.5K engagements
"Keir Starmer is in an untenable position. He has to go; either now or post local elections in May. Either one he will be gone. The terrifying realisation. Angela Raynor waits in the wings. This would be the collapse of the UK and end of any chance of recovery. Wes Streeting is the sole hope. Worrying times. https://twitter.com/i/web/status/2020787771212796025 https://twitter.com/i/web/status/2020787771212796025"
X Link 2026-02-09T09:12Z 333.1K followers, 35.3K engagements
"The core Turkish business was always very strong and a cash cow. The massive errors came from too much cash too quickly and mass geo expansion executed poorly. Stripped back Getir in core markets only is a great and strategic buy for Uber. Uber agrees to buy Turkish company Getirs delivery operations in a deal that will bolster the US companys position in the Middle East https://t.co/UVdN4WDIiT Uber agrees to buy Turkish company Getirs delivery operations in a deal that will bolster the US companys position in the Middle East https://t.co/UVdN4WDIiT"
X Link 2026-02-09T13:09Z 333.1K followers, 81.5K engagements
"1. Why if You Are Building in AI Today You Have to Be in SF There is a network effect for builders in SF. For AI so much key info gets spread around tight networks. You can make it happen anywhere but there is something different about giving up everything & moving to SF to make it happen. Love to hear your thoughts on this @rabois @benioff @antonosika @howard @matis @MaxJunestrand"
X Link 2026-02-09T15:11Z 333.3K followers, [----] engagements
"2. It Is Bullsh*t That Were Gonna Vibe Code Everything IT spend is approximately 8-12% of enterprise spend. If you have an innovation machine with AI why would you focus on building another ERP to save 8-12% when you can use it to optimize the remaining 90% The idea that well vibe code everything is flat out wrong. Love to hear your thoughts on this @amasad @MS_BASE44 @benioff @JaredSleeper https://twitter.com/i/web/status/2020878318883537282 https://twitter.com/i/web/status/2020878318883537282"
X Link 2026-02-09T15:11Z 333.3K followers, [----] engagements
"3. Agents Are Reducing the Switching Costs of Large Legacy Providers Switching legacy enterprise providers used to be extremely expensive and risky. With coding agents the complexity of switching providers will be dramatically reduced. Its a positive incentive for the entire ecosystem. Do agents dramatically reduce switching costs @dharmesh @mattturck @ivanburazin"
X Link 2026-02-09T15:11Z 332.6K followers, [---] engagements
"4. Who Will Win in a World of AI: Incumbents or Startups Incumbents will make their product better for their existing categories. Microsoft will make a better word processor Google will make a better search engine Startups will win in native categories that did not exist before the product cycle. Do you agree that the service area for startups to win is native categories @destraynor @levie @mcannonbrookes @saammotamedi https://twitter.com/i/web/status/2020878323065225620 https://twitter.com/i/web/status/2020878323065225620"
X Link 2026-02-09T15:11Z 332.6K followers, [---] engagements
"@PhilipJohnston Thats on them not the founders"
X Link 2026-02-11T16:54Z 333K followers, [---] engagements
"One of the most f***** up things about building companies: As a founder you have to literally learn to enjoy being punched in the face. It is just too hard if you do not. There has to be this masochistic strain which thrives off it otherwise it will be too painful"
X Link 2026-02-11T23:51Z 332K followers, [----] engagements
"We are dramatically under-investing in data centres as of today"
X Link 2026-02-09T10:18Z 333.4K followers, 22K engagements
"1. Anthropics SuperBowl Ad Analysed Consumer is Anthropics weakest sector. They could have targeted the Super Bowl ad for engineers. But they went for a cheap dig & advertised their worst product"
X Link 2026-02-12T16:50Z 333.4K followers, [----] engagements
"2. The AI Budget Revenue Stack & Why It's Not a Zero-Sum Game AI revenue can be the same dollar showing up in multiple layers. When a customer pays Atlassian they pay AWS first then AWS pays Anthropic. Big headline numbers hide how much is shared across the stack"
X Link 2026-02-12T16:50Z 333.4K followers, [----] engagements
"Getting a job in venture capital is incredibly simple. [--]. Choose three VC partners that you like and would want to work for. [--]. Study the type and stage of company they like. [--]. Send them one company every other day that fits their stage and thesis. Provide one line on why it is interesting. [--]. Do this for [--] days and 100% guarantee you will have a job offer. Show the freemium version of yourself. https://twitter.com/i/web/status/2010451190098657544 https://twitter.com/i/web/status/2010451190098657544"
X Link 2026-01-11T20:38Z 333.4K followers, 427.4K engagements
"I have interviewed 100+ $BN founders and there are three really common characteristics: [--]. Broken relationship with a parent. [--]. Started entrepreneurial activity young (teens). [--]. Played video games at high level and or led clans. Overwhelming how common these are"
X Link 2026-01-16T21:45Z 333.4K followers, 25.3K engagements
"@SethGRosenberg @Wealthsimple @Revolut @get_aspora I couldnt agree more Viva @awxjack and @airwallex"
X Link 2026-02-05T17:21Z 333.4K followers, [----] engagements
"The work you do in private is the work you are rewarded for in public. Todays news is [--] years in the making. $400M raised. Time to get back to work and work harder than ever. https://www.ft.com/content/7b553b44-7c92-415c-979e-5b500bb8108faccessToken=zwAGJH2WjMYAkc97VTtEfJJBXNOXnltQC7gQjw.MEYCIQDYXZ0e79MEkNGDffpm8n1dqBlPfJF8W2d6rOLWajEEuwIhAISt3MqR7N-0tRJlBThYgl9iysTa5fif_8vSNvNgSRbD&sharetype=gift&token=6366cdeb-6e92-48cb-afa4-c2013bbfe23b"
X Link 2024-10-15T13:58Z 333.4K followers, 723.8K engagements
"I am really sorry but in the year [----] the idea of putting OOO on email autoresponder is insane. You have a phone keep emailing. 😂"
X Link 2025-06-17T21:55Z 333.4K followers, 220.8K engagements
"If I was Nik I would have absolutely made the same decision. 18% holding of Revolut. Company will be worth $200BN without a doubt. $36BN position at that price. His cap gains bill alone would be $8BN-$10BN. Now in the UAE it will be $0. The Labour government has to realise we are in a global war for talent. Sad and mega loss for the UK"
X Link 2025-10-07T18:57Z 333.4K followers, 1.1M engagements
"I really need to find unhinged founders. I'm not looking for intellectually curious. I am looking for unwaveringly obsessed borderline psychotic individuals intent on changing a generation"
X Link 2026-01-30T19:02Z 333.5K followers, 107.8K engagements
"The story of Legora is absolutely nuts. A couple of kids from Sweden decide to upend the AI legal market. Raise $50K in angel funding and the journey begins. @ycombinator beckons and with the advice of @gustaf they raise a stellar seed round from @chetanp @benchmark In a matter of weeks they raise a Series A from @loganbartlett @redpoint Then the first board meeting comes and they tell their VCs one thing we will not be selling anything for the next [--] months. NOTHING. Today less than two years later: $2BN valuation $200M+ raised from top VCs $50M+ ARR (latest reported) [---] employees in US and"
X Link 2026-01-26T15:10Z 333.4K followers, 269K engagements
"50% of VC Funds Will Go Out of Business. "If you are not a platform it is much harder for you to raise. I think 50% of funds today either cannot raise or are stalling their fundraise and I think many of them are not going to be able to raise." @orenzeev How do you see the future of venture Will 50% go out of business @nbt @kwharrison13 @chadbyers @MKRocks Oren Zeev is truly one of a kind in venture capital. The man manages $1BN as a solo capitalist. He does not take a single $0 in fees. (unheard of) He has 30% carry. (wow) He is the largest LP in every single one of his funds. (13% per fund ="
X Link 2026-02-02T20:20Z 333.4K followers, 17.8K engagements
"6. You Can't Get Fired for Buying the Winner No one is trying to be contrarian anymore; they are all piling on winners. You cant get fired for putting money with a 1x preference. Its the VC equivalent of You cant get fired for buying IBM"
X Link 2026-02-12T16:50Z 333.4K followers, [----] engagements
"If you are able to determine what is durable and compounding vs what is vulnerable to AI and replaceable; today is the single greatest buying opportunity in the public market"
X Link 2026-02-13T12:26Z 333.5K followers, 37.9K engagements
"Today is more crazy and active than the peak of [----]. More deals more uprounds more 100x ARR valuations than ever before"
X Link 2026-02-13T17:18Z 333.5K followers, 11.5K engagements
"What no one is talking about that everyone should be talking about is how agents will remove the switching cost of SaaS providers turning previously irreplaceable systems into carcasses of data repositories. That is when SaaS will really be hit"
X Link 2026-02-14T13:26Z 333.5K followers, 59.8K engagements
"5. Elon Option Value Drives the Market Cap of All Elon Companies The Elon Option Value is the premium people are willing to pay for Elons companies. It is basically a call option on unexpected breakthroughs and new markets. The risk: if confidence breaks or leadership changes that premium can unwind fast and hard. Love to hear your thoughts on this @rabois @zebulgar @FutureJurvetson @reidhoffman https://twitter.com/i/web/status/2001669674161913990 https://twitter.com/i/web/status/2001669674161913990"
X Link 2025-12-18T15:03Z 316.8K followers, [----] engagements
"6. I Do Not Understand the Tesla Market Cap and I Would Not Envy the Bankers Trying to Get SpaceX Done at $1.5TN Teslas market cap still doesnt pencil out cleanly against financials or even TAM. At $1.5TN youre underwriting belief and narrative more than measurable cashflows. The SpaceX pricing will depend on how many Elon believers show up. Love to hear your thoughts on this @bgurley @shaunmmaguire @CathieDWood https://twitter.com/i/web/status/2001669676766486868 https://twitter.com/i/web/status/2001669676766486868"
X Link 2025-12-18T15:03Z 316.8K followers, 13.3K engagements
"@bryce Most non-obvious on partner selection"
X Link 2025-12-19T18:36Z 313.9K followers, 58.1K engagements
"I respect @jasonlk for many reasons but no one has mastered the movement from SaaS to AI like Jason. The man was the master of SaaS wisdom for years with the greatest SaaS founders all learning from him. Then with thought and precision he becomes a true AI founder using every tool and product to the limits ( la @Replit). Mastered the transition from SaaS to AI. Mega respect. 👏"
X Link 2025-12-21T00:06Z 315.2K followers, 30.4K engagements
"@siculars @rodriscoll @jasonlk One gif for your mood my friend"
X Link 2025-12-21T18:22Z 313.9K followers, [----] engagements
"2025 was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very special 20VC Big Fat Quiz of the Year. For 2025: - Best Founder of the Year - Best Product of the Year - Best Fund of the Year - Best Breakout Company of the Year For 2026: - Google Meta Apple Amazon Microsoft NVIDIA: Buy vs Sell - Who will go public in [----] - Biggest stock pick for [----] - Will unemployment from AI show up in labour figures Full List below 👇 Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: 00:00 Intro 01:23 Founder of the Year [----] 08:33 Fund"
X Link 2025-12-22T16:42Z 317.9K followers, 360.9K engagements
"3. Jason Fund(s) of the Year: Neo and Creandum Neo wins on aesthetics: Early investors into Cursor Kalshi and Cognition. A year ago YC looked like they won the accelerator race now we have other exciting contestants (Neo South Park Commons HF0 etc) Creandum is also a strong standout fund. Love to hear your thoughts on this @apartovi @rsanghvi @davefontenot @saranormous What changed to allow the YC stronghold to expand to new entrants"
X Link 2025-12-22T16:42Z 313.9K followers, [----] engagements
"5. Investor of the Year: Elad Gil The track record you need to have to raise a $3BN as a solo GP is insane. Hes become a preferred investor with his taste and style. What have been some of your biggest lessons from working with Elad @gabepereyra @ShivdevRao @qasar @collision @thejessezhang @torstenreil"
X Link 2025-12-22T16:42Z 315.2K followers, [----] engagements
"6. The Bottom Six Public Stocks Do Not Have Co-Attach to AI: Will People Pay $100K More for It GitLab Atlassian Adobe Monday Bill and HubSpot still need a real AI co-attach. A simple test: will customers pay as much or more for the core product because of AI So far they havent proven that attach-rate lift. Love to hear your thoughts on this @zzeran @mcannonbrookes @sytses @yaminirangan https://twitter.com/i/web/status/2003144165111271631 https://twitter.com/i/web/status/2003144165111271631"
X Link 2025-12-22T16:42Z 315.2K followers, [----] engagements
"7. Who Will Go Public and in What Order We could see [--] IPOs in this order: [--]. SpaceX: As early as when summer dynamics make sense. [--]. Canva: The AI story is not perfect but the numbers are there. [--]. Databricks: Another financing round call it their Series M [--]. Anthropic: Clean way to meet capital needs. Aside from headaches of being public there are no downsides. Cmon bets on chaps who do you think will go out this year @infoarbitrage @tanayj @deedydas @honam @chadbyers https://twitter.com/i/web/status/2003144168164483145 https://twitter.com/i/web/status/2003144168164483145"
X Link 2025-12-22T16:42Z 315.2K followers, [----] engagements
"Who Will Go Public in 2026: "I think we will see four IPOs backloaded next year; in this order. [--]. SpaceX (@elonmusk) [--]. Canva (@MelanieCanva) [--]. Databricks (@alighodsi) [--]. Anthropic (@DarioAmodei) OpenAI should have gone first but it is burning too much cash and so will be sometime in 2027." @jasonlk @eladgil @saranormous @jaltma @patrick_oshag @gradypb cmon fellow venture podcast crew; what is your bet for who goes out [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very special 20VC Big Fat Quiz of the Year. For"
X Link 2025-12-22T17:30Z 315.7K followers, 42.6K engagements
"What is the Biggest Risk to NVIDIA in [----] "A: Massive demand for compute continues but other people introduce competing TPU/GPU products. Market share erosion. B: erosion of demand such that the explosion of demand tapers off". @rodriscoll Which one do you think @eladgil @altcap @GavinSBaker @JonathanRoss321 [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very special 20VC Big Fat Quiz of the Year. For 2025: - Best Founder of the Year - Best Product of the Year - Best Fund of the Year - Best Breakout"
X Link 2025-12-22T20:27Z 314.6K followers, [----] engagements
""My anchor is the same as Neo the same as Initialized the same as South Park Commons. I am not in the top group of my peers. I would have to do 8x to even get to speak at the LP AGM. In the age of AI if you are a seed fund and you bought 10% of Cursor an 8x fund in comparison would be a round error. You would not even be invited to dinner." @jasonlk Poking the bear on this one @dafrankel @cyantist @alexisohanian @mmurph @Carles_Reina love to hear your thoughts [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very"
X Link 2025-12-22T23:30Z 314.9K followers, 56.5K engagements
"Fund of the Year @neo w/ @apartovi "First money into Cursor Cognition and Kalshi. I also give it a vote because [--] months ago it seemed like YC had won the accelerator race but Neo @southpkcommons @hf0. The rebirth of the accelerator model and Neo is impressive." @jasonlk Love to hear your thoughts on this @mntruell @mansourtarek_ @davefontenot @ScottWu46 [----] was a crazy year. [----] will be even less predictable. So at 20VC we thought it was time for @jasonlk @rodriscoll to do a very special 20VC Big Fat Quiz of the Year. For 2025: - Best Founder of the Year - Best Product of the Year - Best"
X Link 2025-12-23T16:20Z 316.5K followers, 39.6K engagements
"Can you build a retail army a la Tesla or Palantir when they buy in post institutions and $1TRN IPO " The story stocks are worth 70x revenues; Palantir and Tesla. The way that happened is a lot of retail bought in early made out like bandits. They have real believers on the table who are in the money. And they've got a lot of people I'll never sell my Tesla. It's gonna be tricky to take a new company out starting at $1TRN. A lot of the institutional money is already in it. Institutions are ruthless when they hit their price target they'll be sellers. So they're beginning to wrestle with the"
X Link 2025-12-23T20:36Z 315.4K followers, 28.9K engagements
"We dont talk enough about male eating disorders. @tarakeeney thanks for being my friend and giving the space to do so. ❤ Mens mental health is not discussed enough. Especially the pressure of being successful. @HarryStebbings Thank you for being so honest If youre building anything this conversation matters. https://t.co/C6JhZIJzva Mens mental health is not discussed enough. Especially the pressure of being successful. @HarryStebbings Thank you for being so honest If youre building anything this conversation matters. https://t.co/C6JhZIJzva"
X Link 2025-12-26T18:08Z 315.4K followers, 20.5K engagements
"Enterprises will not adopt AI without forward-deployed engineers Are revenue numbers posted from data-labelling companies real revenue or GMV There are 8+ players in the data-labelling market with $100M in ARR who wins Who loses Are AI talent marketplaces dead Do you have to be in the data curation and implementation game also. @InvTechInc is one of the secret juggernauts in the market with $200M ARR and some of the worlds biggest companies as customers. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My top [--] lessons from sitting down with their CEO Matthew Fitzpatrick 👇"
X Link 2025-12-31T16:21Z 316.1K followers, 11.8K engagements
"3. Forward-Deployed Engineers (FDEs) Are Critical for True Workflow Embedding Out-of-the-box AI rarely sticks. When change requires adoption only teams embedded onsite with operators can align tools to real processes. FDEs bridge that gap without them projects stall or revert to pilots. Do you agree that FDEs are required for enterprise adoption to truly work @BrendanFoody @jonsidd @GarrettLord"
X Link 2025-12-31T16:21Z 315.9K followers, [---] engagements
"4. Theres a Growing Gap Between Model Performance and Enterprise Adoption Public benchmarks show 4060% gains in model accuracy. 60% of consumers now use AI weekly yet only 5% of enterprise deployments are live today. Closing this gap requires not just better models but data infrastructure workflow redesign accountability trust and observability . What are the single biggest barriers to enterprise AI adoption in your mind @levie @benioff @jasonlk @ivanhzhao https://twitter.com/i/web/status/2006400216274976923 https://twitter.com/i/web/status/2006400216274976923"
X Link 2025-12-31T16:21Z 316.7K followers, [----] engagements
"5. Human-Generated Data and Expertise Will Be the Next Decades Growth Tailwind Synthetic data works for clear-cut tasks but complex multi-modal multi-language multi-stage reasoning demands curated human insights. Enterprises will invest heavily in gathering validating and fine-tuning on real-world workflows. How does the rise of synthetic data impact the human-generated data market @ashugarg @jrichlive @gokulr https://twitter.com/i/web/status/2006400218137276606 https://twitter.com/i/web/status/2006400218137276606"
X Link 2025-12-31T16:21Z 316.7K followers, [----] engagements
"1. The Interview Process That Led to $150M Pay Packet I found Revolut through a London startup Facebook group. Nik replied within [--] minutes we had a face-to-face interview the next day & he offered a role right after the interview. It was the fastest interview process Ive ever had. Fascinated do you find quality of founder and speed of response time is correlated @chadbyers @hkanji @fdestin"
X Link 2026-01-05T15:42Z 316.1K followers, [----] engagements
"2. The Moment I Knew Revolut Was Going to Be a Massive Company Two moments: [--]. We were in a startup coworking space back in the day & we were the only ones that worked past 7PM & weekends. [--]. Nik who was already wealthy said his ambition was to beat JP Morgan When did you realise just how big Revolut could be @martinmignot @chrija @JulietdeB1 @ncsh https://twitter.com/i/web/status/2008202404215316513 https://twitter.com/i/web/status/2008202404215316513"
X Link 2026-01-05T15:42Z 316.5K followers, [----] engagements
"The Biggest Lesson from Working with Nik Storonsky @ Revolut for [--] Years: "It is all about results. There are three types of people. [--]. People who can self-identify the target shoot and hit the goal. [--]. People who cannot identify the target but if you point they shoot and hit the goal. [--]. People who can do neither. You want the first and second type of people leading teams. The throughput of your company is the sum of the number of people in the first and second bucket." @alanchanguk What are your biggest lessons from working with Nik @martinmignot @wanderingvc @micky_malka @JulietdeB1 I"
X Link 2026-01-05T18:20Z 316.7K followers, 30.2K engagements
"Whenever I worry that the UK is run by incompetent morons I simply look to Mamdani in NYC and Newsom in California and instantly feel better. 🤣"
X Link 2026-01-06T14:07Z 317.6K followers, 53.9K engagements
"@CashJaktern They dont want to steal your property in London 🤣"
X Link 2026-01-06T14:10Z 318.7K followers, [----] engagements
"Chance I will be in Georgia US next week for a very cool project. If so who are the coolest and best people to interview in Georgia"
X Link 2026-01-06T14:19Z 316.3K followers, 15.5K engagements
"What Nik Storonsky @ Revolut taught me about leadership and ownership: "There is a difference between a janitor and a VP. If the janitor fails to collect the trash because the locks to the door have changed. It is irritating but it is acceptable because you are the janitor. Somewhere between janitor and the VP reasons stop mattering. Excuses don't matter. If you're a leader of an area in the company excuses don't matter. If you succeed you get all the praise you fail you get all the blame and it does not matter why you failed." @alanchanguk Love to hear your thoughts on this and if this rings"
X Link 2026-01-06T19:31Z 319.2K followers, 32.1K engagements
"@NotDakshBhatia We cant count them then cos they dont represent your policies 🤣"
X Link 2026-01-06T19:57Z 316.3K followers, [---] engagements
"@zachweinberg If you grow a little more think of all the new daycare facilities you can support 🤣"
X Link 2026-01-07T08:28Z 316.3K followers, [----] engagements
"Project Europe has been live for [--] months. [--] Project Europe companies. [--] have raised significant up rounds from Tier 1s. [--] has been acquired by category leader. Never been more confident that Project Europe will be the dominant entry point for entrepreneurship in Europe in [--] years"
X Link 2026-01-07T12:40Z 319.5K followers, [----] engagements
"If you are not bullish on Europe right now I can categorically tell you you have s*** dealflow and need to improve. Never been more great entrepreneurs building mega European businesses"
X Link 2026-01-07T12:49Z 318.1K followers, 87.4K engagements
"@PaulYacoubian @zachweinberg If only it was just daycare fraud though"
X Link 2026-01-07T13:21Z 316.3K followers, [---] engagements
"I often cold outbound mega CEOs to come on 20VC: The upstarts who are crushing taking incumbent share and moving fast; respond and take it themselves. The incumbents; forward it to comms who send me BS emails a week later with a follow up call. Speed is everything and the best understand the importance of brand"
X Link 2026-01-08T12:52Z 319.6K followers, 16K engagements
"We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care About OpenAI Dilution - Why Going Public Does Not Make Sense Anymore Spotify 👉 Youtube 👉 Apple Podcasts 👉 My [--] takeaways with @jasonlk and @rodriscoll 👇 https://podcasts.apple.com/us/podcast/20vc-groqs-%2420bn-nvidia-acquisition-manus-acquired/id958230465i=1000744253635 https://youtu.be/jGii3mpwsNU https://open.spotify.com/episode/5UIIxjIUJPYNdJ7xGB49bJ"
X Link 2026-01-08T16:34Z 322.7K followers, 286.8K engagements
"1. Everyone Is Coming for Nvidia Now Whether its buying from AMD partnering with Broadcom building your own chips NVIDIAs numbers will still crush this year. But we will likely see the competitive pressure start to build. Love to hear your thoughts on this @andrewdfeldman @stanboland @beffjezos https://twitter.com/i/web/status/2009302784005312889 https://twitter.com/i/web/status/2009302784005312889"
X Link 2026-01-08T16:34Z 317.6K followers, [----] engagements
"If you want a pricing premium as a startup fundraising today you need to be one of two things: [--]. Replacing jobs; now or in roadmap. (Harvey Legora Sierra Decagon) [--]. Co-attach to AI. Ride the tailwinds of AI. (Datadog Supabase etc). If not either discount will be real. https://twitter.com/i/web/status/2009325704710701477 https://twitter.com/i/web/status/2009325704710701477"
X Link 2026-01-08T18:05Z 324.4K followers, 34.4K engagements
"Which Country Should the US and Europe Model our Energy Policy On "China. Look at cost per kWh. In Europe it is $0.25. In the US it is $0.15. In China it is $0.08. -- Look at energy per capita the US hasn't grown in the last [--] years. China has increased 7x. China have truly vertically integrated energy companies run by the state from generation to the grid and distribution. In China they deploy more solar than the all western economies combined . In China they've deployed more gas more coal more grid than all western economies combined. They understand the importance of energy costs and"
X Link 2026-01-09T02:33Z 317.9K followers, 13.3K engagements
"Series A is the worst place to be investing today. Company progression from seed is minimal. Pricing is 4-5x the seed round. So the price to progress ratio is f******. Paying 150x ARR for little sign of PMF at best. Plus the competition is mega both domestic and US. Go early or go late. The reality of venture in [----]. https://twitter.com/i/web/status/2009605347741229171 https://twitter.com/i/web/status/2009605347741229171"
X Link 2026-01-09T12:37Z 320K followers, 43.6K engagements
""At xAI every person is wired like this. It's the most mission-focused group of people Ive ever been around. People are prepared to sacrifice and do what they have to do to accomplish the mission." What drives the X team to standards that are incomparable anywhere else @elonmusk @ayushjaiswal @vahidk https://twitter.com/i/web/status/2009648862630171105 https://twitter.com/i/web/status/2009648862630171105"
X Link 2026-01-09T15:30Z 319K followers, 12K engagements
"Go big or go boutique. The only way to play in [----]. https://t.co/1Hdgrkd7WL https://t.co/1Hdgrkd7WL"
X Link 2026-01-09T15:36Z 319.3K followers, 58.8K engagements
""If youre a CEO with zero shares you dont worry about dilution because it doesnt impact you at all as a shareholder. OpenAIs stock-based comp is three to four times Anthropics with far more secondaries because dilution isnt a constraint. Sam just wants to build the biggest AI on Earth and if everyone else gets diluted 99% it doesnt affect him." Love to hear your thoughts @mmurph @vahidk @deedydas @aphysicist We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care"
X Link 2026-01-09T17:00Z 319.7K followers, 123.9K engagements
"Just recorded one of the best 20VCs I have ever done. Two massive venture nerds shooting the shit. Stay tuned for Mondays episode with @arampell. 🔥"
X Link 2026-01-09T18:12Z 323.6K followers, 18.8K engagements
""You should be shooting the bottom 10% of your sales organization every year. In a scaling company total attrition should be about 25% factoring in cutting the bottom 10% promotions and people quitting. If attrition is above 30% you have a problem if its too low you have a different problem" Love to hear your thoughts @bhalligan @alanchanguk @tobi @stanine"
X Link 2026-01-09T19:30Z 317.9K followers, 28.7K engagements
""Once you see that everyone will have inference running 24/7; all the infrastructure data center bets and power requirements start to look obvious. You need 1000x what we have today just so all of us can have our models running 24/7. You still have to fund it but all of a sudden Sams idea of Ill find the way starts to make sense." Love to hear your thoughts @DavidSHolz @suhail @gavinsbaker @andrewdfeldman We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care"
X Link 2026-01-09T20:30Z 319.6K followers, 11.9K engagements
""Lots of CEOs want to recruit from competitors just because they know the space but who gives a shit if theyre C players. Thats a short-term solve to reduce ramp time but nine months later youve got a bunch of shitty sales people. Id rather hire A players who dont know the space take longer to ramp and end up with a world-class sales organization." What are your biggest lessons on this @destraynor @parkerconrad @arielcoco @samir_vasavada https://twitter.com/i/web/status/2009762108859376014 https://twitter.com/i/web/status/2009762108859376014"
X Link 2026-01-09T23:00Z 319.8K followers, 30.4K engagements
""I genuinely think you can identify a top 0.1% founder without talking to them. Most of my best deals came from cold inbound by analyzing the intelligence and quality in the inbound itself. Its not a leap to imagine an AI could take a cold email to the red zone before a human ever gets involved." Love to hear your thoughts @chadbyers @alexbard @kirbyman01 @bandrew @jaltma We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care About OpenAI Dilution - Why Going"
X Link 2026-01-10T02:00Z 318K followers, 36.5K engagements
"I asked a CEO the other day: "Do you angel invest" They responded: "Are you kidding me. To have the cash to angel invest I would have to sell stock in my own company to fund it. Do you really think I believe in any other business is a better investment than the dollars in my own So no I do not and will not angel invest. Long my company." That is a CEO I want to back up the truck on. https://twitter.com/i/web/status/2009982624186458294 https://twitter.com/i/web/status/2009982624186458294"
X Link 2026-01-10T13:36Z 320K followers, 112.8K engagements
"@paulbonnet Haha I tried to make it less obvious ;)"
X Link 2026-01-10T13:40Z 318K followers, [----] engagements
"@endowment_eddie Pre-seed is the good one Seed still for suckers"
X Link 2026-01-10T14:38Z 318.5K followers, [---] engagements
""This is a 27% growth company trading at four times revenue cashflow positive and operating profitable on a non-GAAP basis. Its a perfectly good boring business that went public at a weird time with a lot of one-off noise that scared people. You add it all up and it looks like a perfectly good company thats probably 30% to 40% undervalued." To what extent does Ramp Airwallex etc come in and eat their lunch @rabois @awxjack @tcitrin @zachweinberg We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta"
X Link 2026-01-10T22:00Z 321.2K followers, 80.6K engagements
""Can the world support five or six startup research labs or even [--] without all that territory being annexed by Anthropic OpenAI or Google Is there enough room to justify $1BN pres at $5BN posts when every lab has to build a real commercial or consumer business It worked for Anthropic and OpenAI but on aggregate Im fairly skeptical." Love to hear your thoughts @paulbz @altcap @speechu @alexisohanian @JeffDean We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care"
X Link 2026-01-11T02:00Z 318.9K followers, 17.7K engagements
"The biggest leading indicator that a pre-seed founder will be successful: When they are able to snap their fingers and have five people join them from a company they have previously worked at together. No better sign"
X Link 2026-01-11T15:36Z 318.8K followers, 33.9K engagements
""You can be disliked you need to be respected and if your sales leader is beloved by everybody youve got the wrong guy. I want someone who will call me on my sh*t and make me better. You cannot win without conflict and leaders who need to be popular avoid conflict and end up avoiding the right decisions." Love to hear your thoughts @maggie_hott @pedroh96 @austin_rief @vxanand"
X Link 2026-01-11T17:00Z 319.9K followers, 20.3K engagements
""I need people who are a little fucked in the head like I am. When I wake up at three in the morning six in the morning or ten at night Im thinking about work and I cant help it. Im obsessed with making sure were doing things correctly and I need people who are obsessed like that too." If there was one trait that is most common in your best sellers what is it @adamguild @jasonlk @kylecnorton @samdblond"
X Link 2026-01-11T21:00Z 321.2K followers, 46.5K engagements
"@paulbonnet @XMarinovic @Kieranleehill @codorniou You are a psycho And thats why we are amazing as a team"
X Link 2026-01-12T14:36Z 318K followers, [---] engagements
"6. Single Best Investment Advice Find high agency people that know the history of the space driven by revenge and dont second guess anything. Give them money & be their best partner. It is entirely about people. What do you know now that you wish you had known when you started investing @martin_casado @davidu @tjparker"
X Link 2026-01-12T15:14Z 321.2K followers, [----] engagements
"7. Where Is Venture Capital in Five Years Time It will end up eating even more of the world. AI is allowing software companies to do so many things it couldnt before. I am bullish on the ability of tech companies to create enduring value. What will VC look like in [--] years time @patrick_oshag @bgurley @jason @jasonlk what will stay the same What will be different https://twitter.com/i/web/status/2010732129638867103 https://twitter.com/i/web/status/2010732129638867103"
X Link 2026-01-12T15:14Z 321.2K followers, [----] engagements
"The Best Founders Can Do Three Things: @arampell They are able to materialise: [--]. Capital: Are they good fundraisers Can they tell a good story [--]. Customers: Are they able to get their first [--] customers [--]. Labor: Do [--] people they have worked with before want to join them Do you agree with this and what would you add or amend @honam @mmurph @infoarbitrage @garrytan"
X Link 2026-01-12T17:11Z 319.3K followers, 14.2K engagements
"The Best Founders are Students of History: @arampell [--]. @collision @patrickc (@stripe) [--]. @vladtenev (@RobinhoodApp) [--]. @apoorva_mehta (@Instacart) Do you agree with this @pejmannozad @bonatsos @chadbyers @mbrandolph and who best exemplifies this to you This podcast changed my investing mindset more than any other I have done. [--]. The best companies have hostages not customers. [--]. The best founders are able to materialise capital customers and labor. [--]. The best founders are students of history. [--]. The best founders are seeking https://t.co/MW49fUPpAW This podcast changed my investing mindset"
X Link 2026-01-12T19:14Z 319K followers, 19.8K engagements
"" If they're good investments winning is very hard. You have to sell. This is a sales job. You have to convince the best entrepreneurs to take your money. How do you do that You have to say I'm the greatest person in the world to help you. Which means I have this amazing specialty and or I have all these things that I can do for you. If I'm not that big and can't help you that much you're gonna lose. That's why the death of the middle is what tends to happen for a lot of these asset classes." @arampell Who is the best "seller" in venture you have seen from your rounds @bhalligan @fidjissimo"
X Link 2026-01-12T23:18Z 319.1K followers, 18.7K engagements
"I have been fortunate to have the majority of the greatest founders on 20VC over the last decade. One I have never had but always wanted is @travisk. Travis if you read this if this is not the best interview you have done I will donate $100K to a charity of your choice. Let's make it happen"
X Link 2026-01-13T12:11Z 321.1K followers, 56.7K engagements
"@ZacharyDeWitt Find me someone who sends me good companies that fit my thesis and strategy for [--] days and man they deserve a junior role 🤣"
X Link 2026-01-13T19:42Z 318.5K followers, [----] engagements
"@tarakeeney Biggest difference"
X Link 2026-01-14T11:02Z 319K followers, 34.6K engagements
"@Karim_RC @an21m Would pay $25 per month for this"
X Link 2026-01-14T12:43Z 318.9K followers, 11K engagements
"@ivanburazin Harder to acquire talent. More expensive. Harder to retain. Not good for startups. Oh and that old wealth tax. Ouch"
X Link 2026-01-14T13:00Z 318.6K followers, [----] engagements
"1. How a16z Do 3x On Their New Fund Size a16z raised $15B about 20% of total venture capital raised. Exits hit roughly $300B this year making 3x returns mathematically possible. With IPOs coming the market may absorb big funds without breaking. Will the exit landscape support fund sizes like this returning 3x+ @Curiousjorge65 @jeffrichlive @pitdesi @Jeffreyw5000 https://twitter.com/i/web/status/2011817133592715298 https://twitter.com/i/web/status/2011817133592715298"
X Link 2026-01-15T15:05Z 323.6K followers, 33K engagements
"3. Adding A Growth Fund Is A Very Strategic Addition To Small Funds Adding a late-stage fund can raise a firms profile with founders. It meaningfully boosts partner economics if executed well. The risk is misplaying growth and damaging the core franchise. Love to hear your thoughts on this as you weighed it up @asenkut @eurie_kim @cape @joshk"
X Link 2026-01-15T15:05Z 324.7K followers, [---] engagements
"5. Is The Market So Efficient That Every Great Company Has To Go Through Yc Or Andreessen Can $10B companies still be found outside YC and Andreessen If not venture becomes access signaling and small checks. Real alpha depends on true discovery still existing. Love to hear your thoughts on this @giliraanan @shaunmmaguire @orenzeev @garrytan https://twitter.com/i/web/status/2011817144300740828 https://twitter.com/i/web/status/2011817144300740828"
X Link 2026-01-15T15:05Z 318.9K followers, [---] engagements
"7. Why The Wealth Tax In California Being Proposed Is Much Worse Than It Seems This wealth tax is a Trojan horse not a one-time hit. The real plan is an annual tax on $25$50M of paper wealth. It risks pushing founders to leave long before liquidity. Does this tax cause a material exodus of founders leaving the valley if passed @paulg @rsanghvi @jason"
X Link 2026-01-15T15:06Z 319.8K followers, [----] engagements
"8. To Do ElevenLabs At $11 Billion You Have To Believe. An $11B deal assumes a large distributed customer base. Not a few power users but many real adopters paying. The bet is that this proven trend keeps scaling for years. Would you buy ElevenLabs at $11BN @slpierre @justinmateen @Yuchenj_UW @mejoff @tanayj https://twitter.com/i/web/status/2011817152475447723 https://twitter.com/i/web/status/2011817152475447723"
X Link 2026-01-15T15:06Z 319.9K followers, [----] engagements
"Just seen @SetterVC's latest report on the most in-demand secondaries for private companies in Q4: The big news @SpaceX reclaims the #1 spot (my bet June [----] they go public) Top [--] Risers in the Top 30: [--]. @Polymarket up [--] places to #15 [--]. @tryramp climbs [--] places up to #11 [--]. @cursor_ai rises [--] places to #18 Flip side top fallers: [--]. Ripple drops [--] places to #27 [--]. Kraken fell [--] spots to #20 [--]. Gleen also drops [--] places to #23 Several new entrants: @Kalshi #24 @Lovable #30 @deel #19 The last [--] being 20VC portfolio companies 👇 Visit for the full list http://SetterVC.com"
X Link 2026-01-15T18:38Z 320.1K followers, 12.3K engagements
"What you should expect if you are ($5M-$15M ARR) with these growth rates. 300% YoY: Swell you will have your pick. 200% YoY: Will be good. Likely Tier 2's. Quality of revenue is important in whether Tier [--] or Tier [--]. 100% YoY: This will be hard. Unless insanely high quality revenue. Expect pain. 80% below: Cut burn. Get profitable. Lean on existing. Expect no net new. The state of venture today. https://twitter.com/i/web/status/2012115115739328650 https://twitter.com/i/web/status/2012115115739328650"
X Link 2026-01-16T10:50Z 322.8K followers, 147.2K engagements
"@rabois @infoarbitrage What are they getting wrong How should we look at it Asked with love and education"
X Link 2026-01-16T22:36Z 319.6K followers, 22.2K engagements
"@rabois @infoarbitrage So dont play the game and wait Wrong to @gurley and play game on the field"
X Link 2026-01-16T22:40Z 319.6K followers, [----] engagements
"The single biggest mistake content creators starting today make: They dont specialise their content. Riches in niches. Specialise and find your thousand true fans"
X Link 2026-01-17T00:19Z 322.8K followers, [----] engagements
"The most important skill you can learn in VC: You have to be comfortable doing nothing. We have made significantly less Series A investments for several reasons. We were ok to wait. This week there are [--] truly special ones. The willingness to wait for great is 💯"
X Link 2026-01-18T21:50Z 324.5K followers, 22.7K engagements
"Another day another Project Europe company signs a term sheet with a leading fund. If you are under [--] and have mega ambitions there is no better platform than Project Europe to build with. [--] months in [--] companies [--] have raised great up rounds. In just [--] months"
X Link 2026-01-19T11:50Z 322.5K followers, 10K engagements
"1. Are We Seeing a Plateau in Model Performance We are seeing a plateau in consumer use cases but we do not need better model performance. We need better context: Models need to integrate into your apps calendar workflows. Its a different story for enterprise: We will not see a plateau in code gen anytime soon. Love to hear your thoughts on this @paulbz @eisokant @mmurph @dharmesh @jasonlk https://twitter.com/i/web/status/2013268982061486261 https://twitter.com/i/web/status/2013268982061486261"
X Link 2026-01-19T15:15Z 322.6K followers, [----] engagements
""Listen more than you speak because movement is not action in deal-making. Talking the most doesnt mean youre in control and silence doesnt mean the other side isnt listening. All deal-making is people reading people one-on-one in groups and at scale." What are your single best pieces of advice to founders on deal-making @honam @infoarbitrage @ilyaf The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold email Sam Altman and co. They have calls which lead to OpenAI leading their Seed Round as the sole investor."
X Link 2026-01-20T15:54Z 324.4K followers, 17.6K engagements
""Companies are growing much faster than they used to so its important to go through two clear stages. [--]. Stage one is product market fit. [--]. Stage two is company market fit where you build the structures that match how the business actually scales." What are the biggest problems you see founders face in company market fit @DavidGeorge83 @mmurph @bhalligan @MattEvantic The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold email Sam Altman and co. They have calls which lead to OpenAI leading their Seed Round as the"
X Link 2026-01-21T00:09Z 324.1K followers, 16K engagements
""Start fundraising six months early and let a few investors put in small checks with information rights. Show them you hit what you say you will hit again and again so trust compounds over time. You wont optimize price but youll optimize for partners and when you raise it can happen in hours not months." What are the single biggest pieces of advice you would give to a founder going out to raise a Series A today @paulg @garrytan @alicebentinck @rsanghvi @apartovi The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold"
X Link 2026-01-21T16:09Z 324.7K followers, 76.8K engagements
""VCs have been right about when to hire senior executives. Where theyre often wrong is who to hire because they see board meetings not how people operate day to day. Ive trusted my gut on who to hire sometimes against VC advice and Ive been right more often than not." Do you agree VCs get timing right and specific talent selection wrong when it comes to hiring @andrew__reed @kirbyman01 @jaminball @paulbz The story of Harvey is absolutely fricking wild. Two friends a lawyer and an engineer realise the power of OpenAI and legal and cold email Sam Altman and co. They have calls which lead to"
X Link 2026-01-21T19:02Z 324.4K followers, 23.6K engagements
"Fastest way founders can show immaturity: How they talk about their competitors. The worst: dismissive and arrogant. The best: students of history. Learn from what they did well. Attack what they did poorly"
X Link 2026-01-22T14:31Z 324.6K followers, 20.2K engagements
"3. The Best Researchers in AI Can Pick Projects to Work On The best researchers the ones you need to win only want to work on intellectually challenging projects. If you cannot deliver they will leave. That environment is almost impossible for 99% of software companies to create. Can SaaS companies compete in the war for talent if this is the case @winstonweinberg @spenserskates @LuisvonAhn"
X Link 2026-01-22T15:02Z 322.8K followers, [---] engagements
"4. There Are Three Types of Risk in Venture Capital [--]. Technical & founder risk [--]. Business GTM & execution risk [--]. Valuation risk Valuation risk is all about growth persistence and market size. Love to hear your thoughts on this @honam @dafrankel @chadbyers"
X Link 2026-01-22T15:02Z 324.5K followers, [----] engagements
"@thegothamgal @freestylevc @jennylefcourt so appreciate the kind words Jenny was amazing to have Would be gr8 [--] hear gotham girl story"
X Link 2016-05-18T18:20Z 304.3K followers, [--] engagements
"@jennaabdou @bfeld @tydanco thanks so much Jenny so appreciate the kind words and I would be nowhere without the kindness of Brad and Ty"
X Link 2016-07-31T15:42Z 324.7K followers, [--] engagements
"Absolutely love this on marketplace KPIs from @algovc @Accel fantastic work and must read for #startup #founders #vc https://www.linkedin.com/pulse/10-marketplace-kpis-matter-andrei-brasoveanu https://www.linkedin.com/pulse/10-marketplace-kpis-matter-andrei-brasoveanu"
X Link 2016-10-21T13:59Z 324.7K followers, [--] engagements
"A huge thanks to @jasonlk @gretchende @courtneyrogin @mallun for putting on the most incredible first day @saastr immensely inspiring"
X Link 2017-02-08T03:08Z 304.3K followers, [--] engagements
"Stoked to finally meet the wonderful @jennylefcourt @freestylevc after a year of continuous advice and support This will be fun #startup"
X Link 2017-02-13T17:41Z 304.3K followers, [--] engagements
"Fantastic piece by my fave blog @ttunguz @redpointvc on the power of feeling personally addressed with writing #vc http://tomtunguz.com/finding-your-voice/ http://tomtunguz.com/finding-your-voice/"
X Link 2017-03-31T18:14Z 324.7K followers, [--] engagements
"This has made my day to see @jennylefcourt made GP @freestylevc bravo @Joshmedia fantastic news Exciting times https://techcrunch.com/2017/04/10/freestyle-capital-90m-fund-iv/ https://techcrunch.com/2017/04/10/freestyle-capital-90m-fund-iv/"
X Link 2017-04-10T18:32Z 304.3K followers, [--] engagements
"@jennylefcourt @freestylevc @Joshmedia Haha what can I say The 20VC effect Oh no what does that mean when I release the episode with @Joshmedia that will be fun 😎😉"
X Link 2017-04-10T18:36Z 304.4K followers, [--] engagements
"Just rewatched this again Best @TEDTalks ever @simonsinek "It's not what you do it's why you do it" Phenomenal https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action"
X Link 2017-05-14T22:59Z 304.3K followers, [--] engagements
"Amazing to get in an Uber and hear @twentyminutevc and our episode with @davidbeisel @NextViewVC one of the highlights of the show 😎👍"
X Link 2017-09-13T23:59Z 304.3K followers, [--] engagements
"@JayKapoorNYC @ryan_caldbeck Thanks so much for this Jay and could not agree more with you Would be amazing to have Ryan on What do you say Ryan you game"
X Link 2018-05-03T13:36Z 324.7K followers, [--] engagements
"Fascinating to hear @timorein @pipedrive discuss on @saastr how VCs in differing locations prioritise differing measurements of success Love to hear your thoughts on this @ganeumann @lpolovets @infoarbitrage @jasonlk #saas #founder #entrepreneur #vc https://buff.ly/1QDKvJc https://buff.ly/1QDKvJc"
X Link 2018-05-08T22:24Z 306.6K followers, [--] engagements
"Love it when an old friend and seasoned founder calls you to tell you they are starting a new company and you interject to ask if you can angel invest before they have even told you what the idea is 👍"
X Link 2018-05-17T23:27Z 306.6K followers, [--] engagements
"I am not sure there is a more exciting venture in the valley now than @JoinAtomic with @jackabraham @chest first with @wearehims @andrewdudley and now the amazing news today from @dserota @JoinTerminal such exciting times ahead there https://www.pehub.com/2018/05/terminal-raises-10-mln-lightspeed-thiel-capital-kpcb-atomic-craft-yang/# https://www.pehub.com/2018/05/terminal-raises-10-mln-lightspeed-thiel-capital-kpcb-atomic-craft-yang/#"
X Link 2018-05-22T23:37Z 324.8K followers, [--] engagements
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