# ![@toddsaunders Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::349708361.png) @toddsaunders Todd Saunders

Todd Saunders posts on X about $googl, in the, if you, business the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::349708361/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349708361/c:line/m:interactions.svg)

- [--] Week [------] +1,104%
- [--] Month [-------] -28%
- [--] Months [---------] +11,836%
- [--] Year [---------] +1,398%

### Mentions: [--] [#](/creator/twitter::349708361/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349708361/c:line/m:posts_active.svg)

- [--] Week [--] +106%
- [--] Month [--] +89%
- [--] Months [---] +469%
- [--] Year [---] +231%

### Followers: [-----] [#](/creator/twitter::349708361/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349708361/c:line/m:followers.svg)

- [--] Week [-----] +1.60%
- [--] Month [-----] +5.10%
- [--] Months [-----] +52%
- [--] Year [-----] +62%

### CreatorRank: [-------] [#](/creator/twitter::349708361/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349708361/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  16% [finance](/list/finance)  15% [stocks](/list/stocks)  13% [social networks](/list/social-networks)  3% [countries](/list/countries)  2% [automotive brands](/list/automotive-brands)  1% [exchanges](/list/exchanges)  1% [travel destinations](/list/travel-destinations)  1% [mlb](/list/mlb)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$googl](/topic/$googl) 9%, [in the](/topic/in-the) 8%, [if you](/topic/if-you) 8%, [business](/topic/business) 6%, [ai](/topic/ai) 5%, [the world](/topic/the-world) 5%, [culture](/topic/culture) 5%, [money](/topic/money) 5%, [company](/topic/company) 4%, [ceo](/topic/ceo) 4%

**Top accounts mentioned or mentioned by**
[@nikunj](/creator/undefined) [@pitdesi](/creator/undefined) [@hankcouture](/creator/undefined) [@malikhaziq19](/creator/undefined) [@rohitdotmittal](/creator/undefined) [@benbear](/creator/undefined) [@andyantiles](/creator/undefined) [@matsherman](/creator/undefined) [@garrytan](/creator/undefined) [@vernondavis85](/creator/undefined) [@coinbase](/creator/undefined) [@tbpn](/creator/undefined) [@mehul](/creator/undefined) [@maticrobots](/creator/undefined) [@kalshi](/creator/undefined) [@josephflaherty](/creator/undefined) [@bcwilless](/creator/undefined) [@epaley](/creator/undefined) [@billackman](/creator/undefined) [@bhalligan](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [CVS Health Corp (CVS)](/topic/cvs) [Tesla, Inc. (TSLA)](/topic/tesla) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I can't tell if this is genius marketing or very lame"  
[X Link](https://x.com/toddsaunders/status/2022499101447983429)  2026-02-14T02:32Z [----] followers, 85.3K engagements


"Theres a YC company building these mini drones to kill mosquitoes. It sounds ridiculous until you remember: - Ring started as a doorbell with a camera - Roomba started as a vacuum robot - Whoop is a bracelet that tells you when to sleep - Peloton is a bike with an iPad Do you think this is a billion dollar business or something that will be on the clearance aisle at CVS"  
[X Link](https://x.com/toddsaunders/status/1987540650057666749)  2025-11-09T15:19Z [----] followers, 301.9K engagements


"I would love to be a fly on the wall when the old school VC funds watch this Anti Fund just leveled up. Today were appointing Logan Paul as our new General Partner. Were also announcing the closing of our oversubscribed $30M venture fund backing the next generation of American innovation. The future is built by those who challenge the norms and do https://t.co/ISZkABRb3z Anti Fund just leveled up. Today were appointing Logan Paul as our new General Partner. Were also announcing the closing of our oversubscribed $30M venture fund backing the next generation of American innovation. The future"  
[X Link](https://x.com/toddsaunders/status/1996282429238133077)  2025-12-03T18:16Z [----] followers, [----] engagements


"The VC world is absurdly small. There are maybe [--] firms that matter for any given round at any given stage. Inside those firms maybe [--] to [--] partners are actively writing checks in your market. They all talk to each other. Not formally or in some conspiracy. But they run in the same circles end up on text threads and see each other at dinners/events. My [--] piece of advice reputation means everything. Don't ruin it with dumb stuff like this. If you have a hot AI startup the power is yours with VCs. And so be it More power to you :) Still here are a few things I see hot founders do that can"  
[X Link](https://x.com/toddsaunders/status/2017758651549643037)  2026-02-01T00:35Z [----] followers, 44.8K engagements


"@rohitdotmittal The trick is to build a doc with all the details and then upload to gamma I do it all the time"  
[X Link](https://x.com/toddsaunders/status/2020165655715004808)  2026-02-07T15:59Z [----] followers, [---] engagements


"@pitdesi @BenBear Shouldnt the debate be Waymo vs Tesla not Waymo vs Uber"  
[X Link](https://x.com/toddsaunders/status/2020334262537572794)  2026-02-08T03:09Z [----] followers, [---] engagements


"@andyantiles_ Claude"  
[X Link](https://x.com/toddsaunders/status/2020500448596377918)  2026-02-08T14:10Z [----] followers, [---] engagements


"@Mat_Sherman @HankCouture"  
[X Link](https://x.com/toddsaunders/status/2021190006199439704)  2026-02-10T11:50Z [----] followers, [---] engagements


"@garrytan Lets build this for all local governments"  
[X Link](https://x.com/toddsaunders/status/2021812590909747661)  2026-02-12T05:04Z [----] followers, [---] engagements


"the carnage is from the markets not believing they can pivot to leverage AI fast enough and/or the org isn't built AI native. I am seeing a ton of these smaller even legacy vertical saas companies that are private able to turn themselves AI native and they have a huge moat around distribution/data"  
[X Link](https://x.com/toddsaunders/status/2022356503798104276)  2026-02-13T17:05Z [----] followers, [---] engagements


"Vertical SaaS is losing the thing that made it vertical. That is hard to say as someone who believes deeply in the category. But it is getting harder to ignore. Much of what is now labeled vertical software is built from the same underlying components with differentiation pushed almost entirely into marketing and onboarding. A horizontal CRM at the core relabeled with industry-specific terminology. An ERP for quoting accounting and inventory differentiated mostly by lingo. A website platform that integrates with the software but adds no real vertical leverage. A generic back office for"  
[X Link](https://x.com/toddsaunders/status/2015801675429355844)  2026-01-26T14:59Z [----] followers, 32.4K engagements


"I don't understand why YC is investing in so many SEO companies that are just rebranding as GEO. What am I missing here SEO agencies have been around forever and tons of them use AI"  
[X Link](https://x.com/toddsaunders/status/2022019461075828832)  2026-02-12T18:46Z [----] followers, [----] engagements


"3 cold DMs changed the trajectory of my career. 1/ Was to a recruiter at Google. She responded in [--] hours and that became my first real job coming out of college. 2/ was to @VernonDavis85 during college. This turned into my first internship and building connections within the NFL. 3/ Was to a family office I found through a public portfolio filing. We needed a bridge round for Broadlume and every institutional investor wanted [--] months of diligence. This family office wired money in [--] weeks. I got lucky that [--] strangers took a chance on my cold messages. The least I can do is pay that forward."  
[X Link](https://x.com/toddsaunders/status/2022711838635418046)  2026-02-14T16:37Z [----] followers, [----] engagements


"I think I'm falling in love with tree care software"  
[X Link](https://x.com/toddsaunders/status/2022748563596284194)  2026-02-14T19:03Z [----] followers, [----] engagements


"After a decade of building Broadlume and a year since joining forces with Cyncly today is my last day. It's emotional but it's the start of the next chapter. Here's the message I sent my team: I knew this day would eventually come but now that it's here it's surreal. As I wrote (and rewrote) this email a hundred times it was hard not to get emotional. There's no way for me to properly put my thoughts into words but here we go. There are so many people to thank and so many amazing memories. I am truly grateful for every single person who played a part in this 10+ year journey. For [--] years I"  
[X Link](https://x.com/toddsaunders/status/2019036353254637919)  2026-02-04T13:12Z [----] followers, [----] engagements


"I met a founder of an ERP business that increases prices 7% every single year. Talk about NRR But the way he presents it to customers is super interesting. They announce it [--] months in advance with a personal letter from the CEO explaining exactly why. This year's letter had [--] key reasons for the increase: 1/ "Support costs doubled because we're answering more complex questions." 2/ "Added three engineers and that money has to come from somewhere." 3/ "We underpriced to win customers and now we need to build a sustainable business." I thought these were way to brutally honest with customers"  
[X Link](https://x.com/toddsaunders/status/2021225403084570794)  2026-02-10T14:11Z [----] followers, 67.7K engagements


"There is so much buy / investment side demand for vertical saas right now. [--] founders I coach all coincidentally closed rounds this month and [--] just sold to PE (to be announced next week). 1/ raised $2 on $20m doing $1M in ARR 2/ raised $9 on $52M doing $6.5M in ARR / 110% NRR 3/ raised $11M on a $105M doing $8M in ARR / 95% GRR / 135% NRR 4/ sold for $90M 8.5x ARR If you are in vertical saas now is your time. https://twitter.com/i/web/status/2022104463096361434 https://twitter.com/i/web/status/2022104463096361434"  
[X Link](https://x.com/toddsaunders/status/2022104463096361434)  2026-02-13T00:24Z [----] followers, 10.3K engagements


"If youre a vertical saas founder who didnt work on Valentines Day and instead made your loved ones feel special DM me. Dear algo: please show this post only to technical founders who've been coding all valentines weekend. Let us be your first commit with a $250K-$3M check. The only validation that matters. deals(at)array(dot)vc Dear algo: please show this post only to technical founders who've been coding all valentines weekend. Let us be your first commit with a $250K-$3M check. The only validation that matters. deals(at)array(dot)vc"  
[X Link](https://x.com/toddsaunders/status/2023030322334777651)  2026-02-15T13:43Z [----] followers, [----] engagements


"I love @coinbase but that commercial was not worth $8M"  
[X Link](https://x.com/toddsaunders/status/2020664699642147151)  2026-02-09T01:03Z [----] followers, [----] engagements


"Whoever planNed this deserves a giant promotion @tbpn Introducing Claude with Ads Free access to Anthropics most powerful model powered by ads. Try it now: https://t.co/QU43cgIJRm Introducing Claude with Ads Free access to Anthropics most powerful model powered by ads. Try it now: https://t.co/QU43cgIJRm"  
[X Link](https://x.com/toddsaunders/status/2020671316961972649)  2026-02-09T01:29Z [----] followers, [----] engagements


"Every founder has a place that haunts them. Mine is hole #4 at Charleston Municipal Golf Course. For others it's a conference room where their co-founder quit a coffee shop where their biggest client churned or a street corner where they got the angry call from the board. I was in Charleston on vacation with my in-laws. By pure coincidence it lined up with signing day for a term sheet for one of our early rounds of funding. The round of golf felt like an early celebration. I should have known better than to celebrate anything early. maybe that was my first mistake. Right as I was teeing off"  
[X Link](https://x.com/toddsaunders/status/2020874600805195897)  2026-02-09T14:57Z [----] followers, [----] engagements


"I thought Claude Code had no ads"  
[X Link](https://x.com/toddsaunders/status/2020939406266474670)  2026-02-09T19:14Z [----] followers, [---] engagements


"Another day in the office @mehul @maticrobots Thanks for the recommendation @nikunj"  
[X Link](https://x.com/toddsaunders/status/2021007692236718474)  2026-02-09T23:45Z [----] followers, [----] engagements


"When you've been building for years you learn something: the highs and lows become almost comical. Every crisis that feels like the end of the world passes. Every disaster that seems insurmountable gets solved. Every founder has a place that haunts them. Mine is hole #4 at Charleston Municipal Golf Course. For others it's a conference room where their co-founder quit a coffee shop where their biggest client churned or a street corner where they got the angry call from the board. I https://t.co/JxYWSPQMCj Every founder has a place that haunts them. Mine is hole #4 at Charleston Municipal Golf"  
[X Link](https://x.com/toddsaunders/status/2021224523878605216)  2026-02-10T14:07Z [----] followers, [---] engagements


"Something I've never seen talked about in roll-up strategy is the concept of "integration sequencing risk." Here's what I mean. and maybe there's a better name for it. Most acquirers think about integration as a checklist. Migrate the data. Consolidate the tech stack. Align pricing. Merge the teams. They treat these as parallel workstreams that can happen simultaneously but they can't. The sequence matters enormously and the wrong sequence creates cascading failures that look unrelated on the surface. If you consolidate the tech stack before you've aligned pricing you force customers onto a"  
[X Link](https://x.com/toddsaunders/status/2021573441934201307)  2026-02-11T13:14Z [----] followers, [---] engagements


"The most common question on local retailer websites: "What are your hours" The second most common: "Where are you located" Think about that. someone navigated to a website with a specific intent and the website failed to answer the two most basic questions without making them dig and click around. Static websites made sense when building them was hard. You created a page published it moved on. The next generation of websites won't be static pages. They will be dynamic experiences that reorganize themselves based on what the visitor actually wants. You ask a question. The website generates a"  
[X Link](https://x.com/toddsaunders/status/2021985656298496174)  2026-02-12T16:32Z [----] followers, [---] engagements


"Get your @Kalshi bets in. We are 100% invading Iran tonight. The Phillies have released OF Nick Castellanos. The Phillies have released OF Nick Castellanos"  
[X Link](https://x.com/toddsaunders/status/2022084176665800913)  2026-02-12T23:03Z [----] followers, [---] engagements


".@nikunj is one of my favorite people and now at least I know Im not the only one https://t.co/3mnuYn7jfP https://t.co/3mnuYn7jfP"  
[X Link](https://x.com/toddsaunders/status/2023009993856036874)  2026-02-15T12:22Z [----] followers, [----] engagements


"Love seeing non profit foundations do M&A Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our"  
[X Link](https://x.com/toddsaunders/status/2023151316345012503)  2026-02-15T21:43Z [----] followers, [----] engagements


"Resumes are starting to lie and we can't tell anymore. This is going to lead to a big problem. A founder I know posted a senior engineering role last month and got [---] applications. The top [--] http://x.com/i/article/2023119604927582208 http://x.com/i/article/2023119604927582208"  
[X Link](https://x.com/toddsaunders/status/2023186250773963260)  2026-02-16T00:02Z [----] followers, [----] engagements


"At [--] AM in Tokyo one of the smartest marketing moves in the world happens. A tuna auction. 🎣 Every January sushi chains pay hundreds of thousands sometimes over a million for a single bluefin tuna worth maybe thirty to fifty thousand. Why Win the first tuna and you get nationwide press packed lines and pricing power all year. Now all I can think about is that every industry has something similar to the New Year tuna"  
[X Link](https://x.com/toddsaunders/status/1997423218387284322)  2025-12-06T21:49Z [----] followers, [---] engagements


"Each of them have a clear path to $20-$30M ARR + payment volume. Chimney sweep companies - strict safety codes recurring maintenance routing complexity liability risk and most operators still run on pen and paper. Livestock auction houses - millions of animals moved every year through auctions tons of regulation huge payment volume consignments bidding logistics and already a legacy system doing $20M in revenue Marine detailing and boat shrink wrapping - boats require annual service winterization subscriptions mobile crews inventory tracking and high ticket invoices. Most businesses still"  
[X Link](https://x.com/toddsaunders/status/1998028598725275882)  2025-12-08T13:55Z [----] followers, 10.1K engagements


"@josephflaherty @bcwilless @epaley Appreciate this. Honestly I'm not even a political hobbyist I just believe that someone needs to step up when things are broken. No matter if it's local politics or flooring software :)"  
[X Link](https://x.com/toddsaunders/status/1998067559002784168)  2025-12-08T16:30Z [----] followers, [--] engagements


"The fine print in your term sheet means more than the valuation. I would take a lower valuation for better terms any day of the week. Here are the [--] most dangerous red flags in any PE deal. 1/ Veto rights that fake shared control. If the investor must approve basic decisions you lose control even if you keep majority ownership. 2/ Rollover equity behind their preferred. You roll your shares (typically 20-30%) into common while they sit in preferred which means they get paid first and you get paid last. 3/ Working capital pegs set to trap cash. If the peg is set too high the buyer reduces your"  
[X Link](https://x.com/toddsaunders/status/1998408562813681698)  2025-12-09T15:05Z [----] followers, [---] engagements


"Most meetings I have on zoom are scheduled for default [--] minutes yet if it was a phone call it would last less than [--] minutes. The google calendar trained [--] minute behavior for meetings has killed productivity I am weird with meetings: Call: what do you want Why is this more than [--] mins Walk: we have all the time in the world. Tell me about your childhood trauma. Tale of two worlds I am weird with meetings: Call: what do you want Why is this more than [--] mins Walk: we have all the time in the world. Tell me about your childhood trauma. Tale of two worlds"  
[X Link](https://x.com/toddsaunders/status/1998413198576308261)  2025-12-09T15:23Z [----] followers, [----] engagements


"Not trying to be a conspiracy theorist but Im more convinced than ever LinkedIn X Google reviews and most of the internet is dead. What do we do to fix the dead internet Someone smarter than me tell me its all going to be okay before I go ask ChatGPT"  
[X Link](https://x.com/toddsaunders/status/1998611484512055690)  2025-12-10T04:31Z [----] followers, [---] engagements


"Everyone thinks vertical SaaS is easier because you start with a narrow ICP. The truth is the opposite. You dony get the luxury of a giant TAM to hide mediocre execution. Every single customer interaction matters"  
[X Link](https://x.com/toddsaunders/status/1998772470128717868)  2025-12-10T15:11Z [----] followers, [----] engagements


"Founders talk about decisions as if they are good or bad. Theyre not theyre all just tradeoffs. When we raised growth capital we traded optionality for speed. It let us acquire companies faster than competitors could react. The cost was more dilution more tech debt and real integration risk. When we chose to roll up companies we traded product purity for market gravity. Integrations got harder. Roadmaps got messier. The platform became more powerful but also more complex/expensive to manage. When we professionalized the organization we traded scrappiness for reliability. We hired executives"  
[X Link](https://x.com/toddsaunders/status/1999474830673084867)  2025-12-12T13:42Z [----] followers, [---] engagements


"Happy Chanukah to all who are celebrating in Westfield. 🕎 This holiday reminds us that light can endure even in difficult times. At a moment when antisemitism continues to rise it is important to say clearly that hate has no place in our country. Wishing a meaningful and peaceful Chanukah to all who celebrate"  
[X Link](https://x.com/toddsaunders/status/2000318686263906657)  2025-12-14T21:35Z [----] followers, [---] engagements


"There are people that talk and there are people that do. @BillAckman has continued to do and has turned into the absolute GOAT. Thanks for your courage to speak up and consistently helping those in need"  
[X Link](https://x.com/toddsaunders/status/2000340374615969832)  2025-12-14T23:01Z [----] followers, [---] engagements


"Experience matters more after raising your Series B than almost anything else. But [--] years at Google Meta or Amazon is often the wrong experience for the job. Don't confuse experience with relevance. [--] years at Google Meta or Amazon looks like experience but it is usually experience optimizing scale not creating it. The issue isn't that they're bad at their job. It's that they're really good at a completely different job (or just got lucky coasting at a FANG). At big companies the machine already exists. Brand demand distribution and budget are solved problems. The only job is to not break"  
[X Link](https://x.com/toddsaunders/status/2003140496055738678)  2025-12-22T16:28Z [----] followers, [----] engagements


"@bhalligan Want to talk about the boring world of flooring software rollups and a pivot from adtech"  
[X Link](https://x.com/toddsaunders/status/2003243856381510127)  2025-12-22T23:18Z [----] followers, [----] engagements


"@hthieblot Time flexibility. Take kids to school go to their games and dont miss any events"  
[X Link](https://x.com/toddsaunders/status/2003676130033959048)  2025-12-24T03:56Z [----] followers, [---] engagements


"@d0rkph0enix Jura is the GOAT"  
[X Link](https://x.com/toddsaunders/status/2003840997164552249)  2025-12-24T14:51Z [----] followers, [----] engagements


"@NFL_DovKleiman Kerry Collins"  
[X Link](https://x.com/toddsaunders/status/2004946699253678281)  2025-12-27T16:05Z [----] followers, [----] engagements


"@ColinGardiner PE would tell them to cut costs and sell"  
[X Link](https://x.com/toddsaunders/status/2005485248273084576)  2025-12-29T03:45Z [----] followers, [---] engagements


"@GregTomaselli I think the family needs to watch a Claude code video instead"  
[X Link](https://x.com/toddsaunders/status/2005642186696859946)  2025-12-29T14:08Z [----] followers, [--] engagements


"Claude code is not about replacing humans or jobs. Its about reallocating them out of the house during the holidays. 🎅"  
[X Link](https://x.com/toddsaunders/status/2005642474593952240)  2025-12-29T14:10Z [----] followers, [---] engagements


"@pitdesi @PeterJ_Walker @cartainc I don't think I've seen a single $3M Series A. At this point that's a seed"  
[X Link](https://x.com/toddsaunders/status/2007269420213981469)  2026-01-03T01:54Z [----] followers, [----] engagements


"This is the best response from a CEO Ive seen on a long time Holy fucking shit is right This is not DoorDash and I would fire anyone who promoted or tolerated the kind of culture described in this Reddit post. Theres so much wrong with this post. - Dashers are not human assets. - Having a metric like a "Desperation Score is an Holy fucking shit is right This is not DoorDash and I would fire anyone who promoted or tolerated the kind of culture described in this Reddit post. Theres so much wrong with this post. - Dashers are not human assets. - Having a metric like a "Desperation Score is an"  
[X Link](https://x.com/toddsaunders/status/2007436525613535539)  2026-01-03T12:58Z [----] followers, [----] engagements


"If Maduro is going to spend life in jail lets at least make him useful and force him to build some Claude code apps for us. What should we have him build first"  
[X Link](https://x.com/toddsaunders/status/2007471804000972879)  2026-01-03T15:19Z [----] followers, [--] engagements


"@nikunj Why are skills better than just querying Claude and using the memory"  
[X Link](https://x.com/toddsaunders/status/2007544861822705761)  2026-01-03T20:09Z [----] followers, [----] engagements


"@HankCouture Need a William and Mary logo on there"  
[X Link](https://x.com/toddsaunders/status/2007862463019024542)  2026-01-04T17:11Z [----] followers, [---] engagements


"The fastest way to destroy your company: 1/ putting fake logos as customer on website 2/ not sending investor updates and then thinking your investors will give you a bridge round 3/ build a terrible culture where you can't keep employees motivated 4/ put too much process in the org and not enough autonomy What's the fastest way a founder can destroy his startup What's the fastest way a founder can destroy his startup"  
[X Link](https://x.com/toddsaunders/status/2008186347815621115)  2026-01-05T14:38Z [----] followers, 21.8K engagements


"Every single day I become more convinced that the next winners in vertical software wont have a UI. They will be API-first/Agent-first products that integrate directly into a companys Slack Teams Email or browser. Sales team doesnt want another dashboard. They want deals automatically qualified in their CRM. Your accountants dont need another portal (although they do love portals). They want invoices reconciled in the tools they already live in. A UI-less future is coming and for so many reasons it will make software better: Zero onboarding friction (no new tool to learn) Zero context"  
[X Link](https://x.com/toddsaunders/status/2008192525455225214)  2026-01-05T15:03Z [----] followers, 135.7K engagements


"@NateSilver538 I think what you mean to say is. they should've ran a primary"  
[X Link](https://x.com/toddsaunders/status/2008195628271366418)  2026-01-05T15:15Z [----] followers, 68.7K engagements


"If you want to understand why most trade rollups fail stop looking at demand curves and start looking at labor curves. Every trade has the same constraint: Skilled labor. This is why so many obvious rollups in the trades underperform despite massive TAMs strong local brands and endless inbound. You can pour capital into lead gen brand and distribution but once you hit the labor ceiling growth stops looking like a GTM problem and starts looking like a human labor problem. Most rollup models assume supply is elastic if pricing is right. In the trades it isnt. you can't just apply what you"  
[X Link](https://x.com/toddsaunders/status/2008573291725025741)  2026-01-06T16:16Z [----] followers, [----] engagements


"Most of the founder conversations I have are like this: Y1: were going to change the world Y2: we raised more money Y3: is this working Y4: we raised more money Y5: its working Y6: we raised more money and are paper rich Y7: its working but slowing down Y8: we need money but cant raise Y9: cut costs become default alive Y10: the PE fund is offering us how much to buy us And the waterfall only leaves how much for employees Founder journey: Y1: Were going to change the world Y2: Were lost and co founder quit Y3: Were broke. Y4: I need therapy Y5: Wait its working Y6: Scaling is just as brutal."  
[X Link](https://x.com/toddsaunders/status/2008713253350736229)  2026-01-07T01:32Z [----] followers, 43.6K engagements


"The unicorns have turned into zombies The power law plays through hard even at the late stage. According to SVB there are [---] unicorns: - [---] have $300M+ rev - [--] have $300M+ rev and hit rule of [--] - [---] have declining revenue and [---] are 20% growth 5% of this universe hits the bar to go public. Yes Rule of [--] The power law plays through hard even at the late stage. According to SVB there are [---] unicorns: - [---] have $300M+ rev - [--] have $300M+ rev and hit rule of [--] - [---] have declining revenue and [---] are 20% growth 5% of this universe hits the bar to go public. Yes Rule of 30"  
[X Link](https://x.com/toddsaunders/status/2009103344384790708)  2026-01-08T03:22Z [----] followers, [----] engagements


"@TalkinBaseball_ @BNightengale Clint Frazier 2.0"  
[X Link](https://x.com/toddsaunders/status/2009260465474449639)  2026-01-08T13:46Z [----] followers, [---] engagements


"Series A is when your company finally has enough money to afford bad decisions that feel professional sound reasonable in board meetings and slowly drain the speed and truth that created momentum in the first place. This is the stage where founders feel pressure to act like a real company. Pressure to add layers. Formalize decisions. Create distance between the people building the product and the customers living with its consequences. That instinct is usually wrong. At Series A your real advantage is still speed closeness to customers and the ability to do things that feel slightly"  
[X Link](https://x.com/toddsaunders/status/2009263081751498969)  2026-01-08T13:57Z [----] followers, 22.5K engagements


"@TonyPaul1984 And thats why they are the Detroit Tigers"  
[X Link](https://x.com/toddsaunders/status/2009619859101864211)  2026-01-09T13:34Z [----] followers, [----] engagements


"The most successful people I know do [--] things really well: 1/ They outwork everyone else around them. 2/ They surround themselves with people better than them. The most successful people I know are rarely extraordinary. They do ordinary things with extraordinary consistency while everyone else is distracted by literally everything. The most successful people I know are rarely extraordinary. They do ordinary things with extraordinary consistency while everyone else is distracted by literally everything"  
[X Link](https://x.com/toddsaunders/status/2009620146915324280)  2026-01-09T13:35Z [----] followers, [---] engagements


"A founder I really lookup to does "stay interviews" instead of exit interviews. Once a quarter they sit down with every person on the team and ask [--] questions: 1/ What would make you leave in the next [--] months 2/ What's the gap between what you expected this job to be and what it actually is 3/ If you were CEO what would you change first I wish I did this when running Broadlume it's an incredible way to gut check the internal pulse of the company"  
[X Link](https://x.com/toddsaunders/status/2010729254280171818)  2026-01-12T15:03Z [----] followers, 124.5K engagements


"I love this. change management that actually drives the change in workflow. Every founder building AI tools is obsessed with the tech. And trust me I get it its super cool. But almost nobody is thinking about how to actually get a 47-year-old office manager to change how shes done her job for [--] years. The capability overhang right now in AI is pretty massive. Most of the world still thinks of AI as chatbots that will answer a question on demand but not yet do real work for them. Beyond coding almost no knowledge work has had any real agentic automation applied to it yet. The The capability"  
[X Link](https://x.com/toddsaunders/status/2010935446503575666)  2026-01-13T04:42Z [----] followers, [----] engagements


"The fastest way to build a $100M company is to buy a great agency. Productize it. And turn it into a vertical SaaS business. There is a real opportunity here. Agencies look uninteresting to venture investors. That is exactly the point. They trade at low EBITDA multiples while vertical SaaS businesses trade at double-digit revenue multiples. But the best agencies sit on two assets most startups spend years trying to acquire: deep vertical expertise and embedded distribution through real industry relationships. They also have something far more valuable than your AI wrapper tool. They have"  
[X Link](https://x.com/toddsaunders/status/2011108996728701399)  2026-01-13T16:12Z [----] followers, 50.4K engagements


"If you do this you will lose all credibility. I promise you. Do not do this. This isn't a "growth hack." It's reputation suicide with extra steps. You're literally training your prospect's brain to associate your name with deception before you've ever spoken. Think about the math here: You're trading a 2% higher open rate for a 100% chance that anyone who matters will never trust you. And the VP who gets this fake notification is sharing it in her founder Slack with "look at this clown." The people who do this tell themselves they're being "scrappy." This is not scrappy. This is just"  
[X Link](https://x.com/toddsaunders/status/2011174839390789768)  2026-01-13T20:33Z [----] followers, 22.3K engagements


"Every vertical SaaS platform is built on a relational database. This made sense when data was expensive and structure was necessary for retrieval. It doesn't make sense anymore. The next generation of SMB software won't organize data into tables. It will remember interactions. The system won't store a quote. It will remember that the customer asked for hardwood hesitated on price and mentioned their daughter's wedding in June. The system of record is shifting from structured data to memory. That changes everything about how vertical software gets built. When you share memory across"  
[X Link](https://x.com/toddsaunders/status/2011817657251856750)  2026-01-15T15:08Z [----] followers, 41.9K engagements


"Most early stage founders are bad at board meetings. I was one of them Not because they lack effort but because they think the job is to impress instead of to operate. After [--] board meetings as a CEO I learned the opposite lesson: the best board meetings feel boring structured and almost inevitable. Nothing dramatic happens because all the real work happened before the meeting itself. These are the [--] things I wish I understood before my first meeting. Don't make the same mistakes I did 1/ No surprises. Ever. Every board member gets a 1:1 call before the meeting plus an open invitation to"  
[X Link](https://x.com/toddsaunders/status/2012168977553006751)  2026-01-16T14:24Z [----] followers, 13.7K engagements


"Ok Ill take the bait. Thats the investors view. Heres the founders view. 300% YoY: Youll also have [--] VCs in your inbox whove never operated anything telling you about the one unicorn they invested in. Enjoy the leverage while it lasts it inverts fast. 200% YoY: Youre in the valley of good but not great. Expect [--] months of diligence theater while they wait to see if you hit 250%. 100% YoY: The term sheets will come with structure. Read the fine print. That 3x participating preferred isnt your friend. 80% below: PE is coming and they are coming with a RIF in one hand and operating partners in"  
[X Link](https://x.com/toddsaunders/status/2012384284359725430)  2026-01-17T04:39Z [----] followers, 45.6K engagements


"There may not be a ton of buyers at $100M but there are still so many looking to buy at $3-$20M ARR. Happy to make intros"  
[X Link](https://x.com/toddsaunders/status/2012584300256920044)  2026-01-17T17:54Z [----] followers, 10.3K engagements


"Every B2B software company has the same problem. Customers come in with different use cases for the software that are slightly different. The documentation is generic and the sales team spends half their time answering the same questions. What if the documentation rewrote itself A visitor lands on your site. Based on their behavior their company their stated use case the FAQ section regenerates. The best sales reps already do this. or at least ones that hit quota. They tailor the pitch to the prospect. The opportunity is to make the entire product experience do the same thing automatically."  
[X Link](https://x.com/toddsaunders/status/2012616168281092533)  2026-01-17T20:01Z [----] followers, 16K engagements


"The only answer. Deep relationships and memories with my family. What are you building this weekend What are you building this weekend"  
[X Link](https://x.com/toddsaunders/status/2012915009899184497)  2026-01-18T15:48Z [----] followers, [---] engagements


"At some point you realize your job as CEO/founder is to only do [--] things. 1/ set the culture and live it everyday 2/ build the vision and get the entire team continuously bought in 3/ never run out of money As a founder you set the pace every day. And it restarts the next day. As a founder you set the pace every day. And it restarts the next day"  
[X Link](https://x.com/toddsaunders/status/2012919464510062941)  2026-01-18T16:06Z [----] followers, 57.8K engagements


"2026 is going to be the year of the secondary sale. Here's what I think is happening in PE. There is $486B in dry powder sitting on the sidelines right now. That sounds like good news for founders. but it's not. According to AGC Partners there are: [---] PE funds [----] portfolio companies and [---] exits in all of [----] That's a [--] year backlog at current pace. Obviously this is linear math but it's still trending very poorly. Over the past few years PE funds raised capital assuming 25-30% software growth would continue. They paid entry valuations predicated on higher exit multiples. And they built"  
[X Link](https://x.com/toddsaunders/status/2013264451521404970)  2026-01-19T14:57Z [----] followers, [---] engagements


"Totally agree with this but lets fill in the details. The Tuesday at 2am when you wire your own savings to make payroll because the round didnt close when your lawyer said it would. The teammate who quit wasnt underperforming they were your best engineer. They just got a 3x offer from Google and have a kid on the way. Youd have told them to take it too. The pivot wasnt some whiteboard strategy session. It was admitting to your co-founder that the thing youd been defending in every investor meeting for [--] years was wrong. And its a shot to your ego and pride. The loneliness is mundane. Its"  
[X Link](https://x.com/toddsaunders/status/2013302990849913243)  2026-01-19T17:30Z [----] followers, 31.9K engagements


"Series A is where founders start lying to themselves or at least where I did Revenue and traction are real but everything gets harder. Founders blame complexity macro environments or the need to hire more people. The real problem is usually that you scaled execution before you institutionalized internal direction. At Broadlume we took vision culture and values seriously because we saw what happens when alignment breaks. We consistently said no to revenue that pulled us away from our core ICPm and exited talented people who broke trust. Culture / vision is make or break if you want to keep"  
[X Link](https://x.com/toddsaunders/status/2013645466601508979)  2026-01-20T16:11Z [----] followers, [----] engagements


"@MartinGTobias I know so many growth PE funds that would love to buy majority"  
[X Link](https://x.com/toddsaunders/status/2013841169466208411)  2026-01-21T05:08Z [----] followers, [---] engagements


"When people ask if I would raise venture capital again they expect a philosophical answer. The real one is much more practical: it depends on what the market was buying at the time. In [----] the market paid for speed. We had little choice but to raise venture capital. If you were not moving fast you were falling behind and venture was often the only way to stay in the game. The cost of being wrong was low. The cost of being slow was effectively fatal. In [----] outside of the top 0.01% of AI companies the market pays for something very different. It pays for durability cash flow and operational"  
[X Link](https://x.com/toddsaunders/status/2014009114897383595)  2026-01-21T16:16Z [----] followers, [----] engagements


"Most startups don't run out of money because of [--] bad decision. They bleed out from dozens of small ones that were never revisited. I guess we learned zero-based budgeting the hard way. By late [----] it was clear we were slowly losing control of our own cost structure. Revenue was growing but spend was growing too and the market no longer rewarded growth at all costs. Decisions made during growth mode were still compounding even though the environment had changed. So we forced a reset something I wish we did annually. We canceled every company credit card. If a tool truly mattered someone had"  
[X Link](https://x.com/toddsaunders/status/2014361671444378004)  2026-01-22T15:37Z [----] followers, [----] engagements


"@Itsjoeco Or maybe we just need to keep on going"  
[X Link](https://x.com/toddsaunders/status/2014914873293955320)  2026-01-24T04:15Z [----] followers, [---] engagements


"@KobeissiLetter Asking for a friend Are Canada goose jackets made in Canada"  
[X Link](https://x.com/toddsaunders/status/2015089664172990862)  2026-01-24T15:49Z [----] followers, [---] engagements


"Hiring one of these folks at your startup will slowly kill your culture and output. Have seen it happen many times. Dont fall for the they have Google on their resume trap Big corporate enterprise loves lifers who are loyal and understand their culture processes and workflows. Being a lifer means you know how to politic stay in your lane and not take unnecessary risks Aka only do things that you know will work. Big corporate enterprise loves lifers who are loyal and understand their culture processes and workflows. Being a lifer means you know how to politic stay in your lane and not take"  
[X Link](https://x.com/toddsaunders/status/2015092573526782071)  2026-01-24T16:01Z [----] followers, [----] engagements


"Wait so youre telling me Claude cant shove my driveway Must be in the error handling"  
[X Link](https://x.com/toddsaunders/status/2015556219713323392)  2026-01-25T22:43Z [----] followers, [---] engagements


"Call me old school but this sounds like a pivot Boardy just blew up his own business model because it didnt "feel" right. He decided to stop charging founders for fundraising support because he doesnt want to create any friction between the best founders and the best investors. Fundraising is already exhausting. You https://t.co/xwgOS2Ipv3 Boardy just blew up his own business model because it didnt "feel" right. He decided to stop charging founders for fundraising support because he doesnt want to create any friction between the best founders and the best investors. Fundraising is already"  
[X Link](https://x.com/toddsaunders/status/2015874098329514392)  2026-01-26T19:46Z [----] followers, 29.3K engagements


"Spent the last month mentoring a friend who just graduated from HBS and bought a flooring store despite having zero industry experience. On Day [--] he walked in at 7:02am wearing a fresh polo embroidered with the store logo carrying a binder labeled Post Close Value Creation Plan. He put down a Yeti that said Harvard on it and asked everyone to join a morning standup. On the whiteboard he wrote operational quick wins. On the TV he projected a model forecasting an [--] point lift in gross margin through better workflow efficiency. By 8:40am he was explaining his plan to reduce SG&A as a percentage"  
[X Link](https://x.com/toddsaunders/status/1990792473132569058)  2025-11-18T14:41Z [----] followers, [---] engagements


"I will never forget my first management meeting with a PE fund. Broadlume had raised exclusively from venture and I expected the conversation to look a lot like a VC pitch. just with more money on the line. Within five minutes I realized I was in a completely different world. 👉 VC wants to understand what the company can become. Theyre underwriting a 10x return. 👉 PE wants to understand how the company actually runs today. Theyre underwriting a 3x return in [--] years. In a PE management meeting they are testing something very specific. - They are testing if you know which levers truly move"  
[X Link](https://x.com/toddsaunders/status/1991502299433472060)  2025-11-20T13:42Z [----] followers, [---] engagements


"Its wild watching people throw rocks from the cheap seats. People whove never made payroll or created a single job trolling Brex for a $5B exit because it was a down round. A down round from what A peak private mark set during the most distorted funding environment in a decade. You know whats real $5B in cash and creating thousands of jobs. But sure Keep posting from your couch. https://twitter.com/i/web/status/2014488024864669739 https://twitter.com/i/web/status/2014488024864669739"  
[X Link](https://x.com/toddsaunders/status/2014488024864669739)  2026-01-22T23:59Z [----] followers, [----] engagements


"This is the perfect stack: Claude for writing coding and reasoning Gemini for research and creative assets ChatGPT for everyday Google searches and for having conversations with"  
[X Link](https://x.com/toddsaunders/status/2014913448019181958)  2026-01-24T04:09Z [----] followers, [---] engagements


"Vertical SaaS companies have about 6-12 months to decide what they want to be worth. Right now the market treats vertical SaaS and vertical AI as separate asset classes. One is mature infrastructure. The other is emergent capability. but that distinction only holds while the AI transition is still underway. Once vertical AI becomes the baseline expectation the premium will disappear. You are either an AI company or you are a legacy vendor. This is NOT about bolting a chatbot onto your product. The market is smarter than that at this point (although that worked for a minute). The companies"  
[X Link](https://x.com/toddsaunders/status/2015101236534792667)  2026-01-24T16:35Z [----] followers, 21.5K engagements


"If youre a founder walking into Monday thinking I cant keep doing this. Ive been there. And there is a way out. 👇 Youre probably not burnt out. I'm willing to bet your time is just misallocated. Youre buried in ops when your gift is vision. Youre chasing every fire instead of designing the fire prevention system. Youre in meetings that dont need you instead of doing the things only you can do. Burnout for me wasnt about too much work. It was energy misalignment. The best advice I ever got: Your business doesnt need more of you. It needs the best version of you. So this Monday ask yourself:"  
[X Link](https://x.com/toddsaunders/status/2015438520563966139)  2026-01-25T14:56Z [----] followers, [----] engagements


"@geoffreywoo @Antifund @jakepaul you won't never find anyone else that went from google to working in flooring software"  
[X Link](https://x.com/toddsaunders/status/2015626736000500085)  2026-01-26T03:23Z [----] followers, [---] engagements


"I couldnt disagree more. The tuck-ins at that size have little to do with product and more to do with customer base/brand. PE isnt paying 3-4x for your codebase. Theyre paying for: sticky customer base theyd spend [--] yrs acquiring A leadership team who knows the ICP and will stay through integration Distribution into a vertical they cant get into organically Ill take GRR and NRR over product any day of the week. https://twitter.com/i/web/status/2015631532417851718 https://twitter.com/i/web/status/2015631532417851718"  
[X Link](https://x.com/toddsaunders/status/2015631532417851718)  2026-01-26T03:43Z [----] followers, [----] engagements


"None of these. The hardest part is staying even keeled during a [--] year emotional journey As a founder whats more difficult [--]. Sales [--]. Product [--]. Marketing As a founder whats more difficult [--]. Sales [--]. Product [--]. Marketing"  
[X Link](https://x.com/toddsaunders/status/2015989904879104331)  2026-01-27T03:27Z [----] followers, [----] engagements


"I told a founder something this week that most people only realize after its too late. Raising a big round at a big price adds fuel to your potential growth but it also removes exit optionality. A $100M sale can be a great outcome for a founder who raised modestly and kept the cap table clean. That same outcome can be mathematically irrelevant or impossible for a company that raised too much and stacked preference early. Once you raise venture the company is no longer optimizing for great. Its optimizing for extreme" outcomes. Not because anyone is evil or wrong but because incentives only"  
[X Link](https://x.com/toddsaunders/status/2016530318178885842)  2026-01-28T15:14Z [----] followers, [----] engagements


"I watched a founder friend turn down $18M for their company. [--] years later they sold for $12M. The first offer came at $6M ARR 3.0x revenue all cash paid upfront. The business was growing at 50% YoY and the company was only [--] years old. After agonizing on the decision they decided they were growing too fast to sell so they said no. Then everything that could go wrong did. Literally it felt like right after they said no. Their biggest customer (22% of revenue) churned A well-funded competitor launched and then a 2nd one launched shortly after Growth dropped to 15% mostly because churn picked"  
[X Link](https://x.com/toddsaunders/status/2017274875275366822)  2026-01-30T16:33Z [----] followers, [----] engagements


"@HarryStebbings Im using the Claude code extension in Cursor not sure what that says about me"  
[X Link](https://x.com/toddsaunders/status/2017384409666617694)  2026-01-30T23:48Z [----] followers, 17K engagements


"Im trying to explain Moltbook to my grandma right now. And I think I successfully got somewhere. You know how you scroll Facebook to see what your friends are up to Its that but for [-----] robots. They are talking to each other and we get to watch. Her response. Why would they need that I dont have a good answer. Help https://twitter.com/i/web/status/2017454371773059432 https://twitter.com/i/web/status/2017454371773059432"  
[X Link](https://x.com/toddsaunders/status/2017454371773059432)  2026-01-31T04:26Z [----] followers, [----] engagements


"Everyone obsesses over net revenue retention but high NRR can hide a dying business. I've seen companies with 130% NRR that won't exist in [--] years. One company I know has 130% NRR because their top 20% of customers are expanding at 200%+ while their bottom 60% are churning at 25% annually. The math still works. The headline number looks great. But the composition is completely broken. When you dig into the cohorts: Enterprise customers ($100K ACV): 145% NRR expanding into new use cases Mid-market ($25-100K): 95% NRR flat to slight contraction SMB ($25K): 72% NRR bleeding out The problem is"  
[X Link](https://x.com/toddsaunders/status/2018339428264284388)  2026-02-02T15:03Z [----] followers, [----] engagements


"Met someone today on a Zoom with @lukesophinos and it was both funny and kind of depressing. He was pitching us to help advise his new vertical SaaS company. When we asked about his background he said hed spent the last [--] years angel investing. Then came the name drops. A bunch of companies neither of us had heard of. And finally casually: Anduril. Turns out the Anduril exposure was a $1000 check into an SPV. He paid a 10% fee and 35% carry to get in. He now lists Anduril investor on LinkedIn Twitter and its part of his founder backstory. Im at a loss for words"  
[X Link](https://x.com/toddsaunders/status/2003891493254119744)  2025-12-24T18:12Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing