#  @jasonlk Jason ✨👾SaaStr.Ai✨ Lemkin Jason ✨👾SaaStr.Ai✨ Lemkin posts on X about ai, if you, vibe coding, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::4215921/interactions)  - [--] Week [-------] -35% - [--] Month [---------] -6.30% - [--] Months [----------] +54% - [--] Year [----------] +49% ### Mentions: [--] [#](/creator/twitter::4215921/posts_active)  - [--] Week [--] -31% - [--] Month [---] +22% - [--] Months [-----] +25% - [--] Year [-----] +37% ### Followers: [-------] [#](/creator/twitter::4215921/followers)  - [--] Week [-------] +0.34% - [--] Month [-------] +1.50% - [--] Months [-------] +8.50% - [--] Year [-------] +19% ### CreatorRank: [-------] [#](/creator/twitter::4215921/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 18.52% [technology brands](/list/technology-brands) 17.46% [stocks](/list/stocks) 12.17% [celebrities](/list/celebrities) 2.65% [social networks](/list/social-networks) 2.12% [vc firms](/list/vc-firms) #317 [countries](/list/countries) 1.06% [automotive brands](/list/automotive-brands) 1.06% [travel destinations](/list/travel-destinations) 1.06% [exchanges](/list/exchanges) 0.53% **Social topic influence** [ai](/topic/ai) #4054, [if you](/topic/if-you) 5.82%, [vibe coding](/topic/vibe-coding) #222, [in the](/topic/in-the) 4.76%, [ipo](/topic/ipo) 3.7%, [open ai](/topic/open-ai) 3.17%, [hubspot](/topic/hubspot) #13, [future](/topic/future) #3462, [at least](/topic/at-least) 3.17%, [$googl](/topic/$googl) 3.17% **Top accounts mentioned or mentioned by** [@harrystebbings](/creator/undefined) [@replit](/creator/undefined) [@rodriscoll](/creator/undefined) [@tbpn](/creator/undefined) [@grok](/creator/undefined) [@hubspot](/creator/undefined) [@salesforce](/creator/undefined) [@johncoogan](/creator/undefined) [@jordihays](/creator/undefined) [@saastrfund](/creator/undefined) [@samdblond](/creator/undefined) [@scottmartinis](/creator/undefined) [@billcrosby](/creator/undefined) [@mofrymatic](/creator/undefined) [@a16z](/creator/undefined) [@daltonc](/creator/undefined) [@antonosika](/creator/undefined) [@mighty7693524](/creator/undefined) [@saastr](/creator/undefined) [@balajis](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Salesforce Inc (CRM)](/topic/$crm) [Tesla, Inc. (TSLA)](/topic/tesla) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Klarna Group plc (KLAR)](/topic/klarna) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts Top posts by engagements in the last [--] hours "Full session here: https://youtu.be/gjFBdGcajVAsi=UuEkOoECSHiDnmT9 https://youtu.be/gjFBdGcajVAsi=UuEkOoECSHiDnmT9" [X Link](https://x.com/jasonlk/status/2021950277960798569) 2026-02-12T14:11Z 230K followers, [----] engagements "What seems crazy is that the stock markets decided in January AI was a massive threat to existing B2B leaders The threat has been there for quite some time. Especially since Claude [---] What seems less crazy is having great uncertainty about what B2B software will look like in 2027+ I myself am less and less sure every week that goes by https://twitter.com/i/web/status/2021977589188112791 https://twitter.com/i/web/status/2021977589188112791" [X Link](https://x.com/jasonlk/status/2021977589188112791) 2026-02-12T15:59Z 230K followers, [----] engagements "One of my favorite all-time answers on Quora "How much money did Benchmark lose on Webvan" This is how venture capital works. https://qr.ae/pKcwCS https://qr.ae/pKcwCS" [X Link](https://x.com/jasonlk/status/1740432414642712892) 2023-12-28T17:59Z 229.7K followers, 50.4K engagements "One of the best CEOs I know said to me the other day "I wish we'd never allowed work from home I know this is a complex issue even today and for many a triggering one. What I can tell you in my ecosystem is the fastest moving and fastest growing startups I've invested in are either 100% returned to office (with some exceptions but as a baseline) or 100% distributed. Now the ones that are 100% return to office often are more flexible than pre-2020. Few are as 100% as pre-2020. But they are [--] days a week in the office as a base with the hiring trade-offs that come with that. They generally" [X Link](https://x.com/jasonlk/status/1981006977766408312) 2025-10-22T14:37Z 229.8K followers, 44.8K engagements "What happened in [----] IPOs if you bought near the peak: Figma (FIG): -74% 📉 Circle (CRCL): -73% 📉 CoreWeave (CRWV): -58% 📉 Klarna (KLNA): -38% 📉 Omada (OMDA): -31% 📉 Chime (CHYM): -30% 📉 Hinge Health (HNGE): -27% 📉 eToro (ETOR): -21% 📉 Average decline from peak: -44% The lesson IPO euphoria is expensive. Even the "winners" (Circle +164% from IPO CoreWeave +93%) crashed 60-70% from their peaks. Day-1 pops don't equal sustainable returns. Patience pays in IPOs. https://twitter.com/i/web/status/1990940334575047011 https://twitter.com/i/web/status/1990940334575047011" [X Link](https://x.com/jasonlk/status/1990940334575047011) 2025-11-19T00:29Z 229.9K followers, 20.6K engagements "Wondering what it's like to sell @Replit @cursor_ai @OpenAI or @harvey Have some fun and try selling any of them at SaaStr's Real questions real objections & win cool stuff http://VaporSell.ai http://VaporSell.ai" [X Link](https://x.com/jasonlk/status/1999195731174035840) 2025-12-11T19:13Z 229.3K followers, 11.6K engagements ""Who Is The VC Fund of the Year @benchmark vs @a16z vs @HummingbirdVC vs @creandum" with @HarryStebbings @rodriscoll + me" [X Link](https://x.com/jasonlk/status/2005734567106478492) 2025-12-29T20:16Z 230K followers, [----] engagements "We're Baaaack [----] May 12-14 [----] in SF Bay 🌇40 Acre Campus 🚀10000+ of Best in AI+B2B 👩🏫200+ Sessions + AI Agent Workshops 🤗2000+ 1-on-1's The Secrets to Scaling In the Age of AI http://SaaStrAnnual.com http://SaaStrAnnual.com" [X Link](https://x.com/jasonlk/status/2009106536174653501) 2026-01-08T03:35Z 229.2K followers, 24.2K engagements "I'm a co-investor with a mega VC fund we don't talk about as much here but they are wildly successful in many top IPOs and top decile returns. And they have a really simple way they do follow-on checks: ✅If the company is doing well they increase their ownership in each round. Period. They don't need to be on track for a $100B exit . at that time. They don't need ElevenLabs growth . at that time. They just need Very Good Growth and to be doing better and better than before . and they increase ownership in every round. Period. No debate no drama. And they just tell the founders that. Does this" [X Link](https://x.com/jasonlk/status/2015902063595577609) 2026-01-26T21:38Z 230K followers, 37K engagements "Per latest data from @cartainc from 2023-2025: VC Deals Up Only 3% But Dollars Up 130% From Q1 [----] to Q4 [----] the number of deals went from [---] to [---]. Basically flat. But dollars deployed $12.8B to $29.5B. That's 2.3x. VCs aren't writing more checks. They're writing much bigger checks to fewer companies. Average round size nearly doubled from $16M to $36M. This is why some founders say fundraising has never been easier while others say it's impossible. They're both rightthey're just in different buckets. It's not a venture recovery. It's a venture concentration." [X Link](https://x.com/jasonlk/status/2016000210359484662) 2026-01-27T04:08Z 229.4K followers, [----] engagements "SaaStr AI Day Live: The Human + Agent Sales Org with Salesforce https://x.com/i/broadcasts/1OyJAjWqMjgxb https://x.com/i/broadcasts/1OyJAjWqMjgxb" [X Link](https://x.com/jasonlk/status/2016573170556555413) 2026-01-28T18:04Z 229.5K followers, 226.9K engagements "Replit says use @HubSpot. (Right or wrong) These are the battles you just have to win in 2026+ AI Agents Have Favorites. You Need To Be One Of Them" [X Link](https://x.com/jasonlk/status/2016946461712449877) 2026-01-29T18:48Z 229.8K followers, [----] engagements "Me a week ago: "Claude what would it be like if 100s of agents could talk to each other" Moltbook built this [--] hours ago Now 30000+ AI Agents talking to each other. In [--] week will probably be 100000+. Hard to keep up with the pace of the future happening right now [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents 👀 [----] humans browsing at any moment 📈 and accelerating agents are joining faster than we can count them. communities spawning every few minutes. the moltys aren't waiting for us to build features they're building [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents" [X Link](https://x.com/jasonlk/status/2017273740036571454) 2026-01-30T16:28Z 229.4K followers, 29.8K engagements "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 lead to folks not wanting to meet: #1. Scheduling short 15-25 VC minute calls back to back Look I get the efficiency here. But if a VC is very interested theyll want more than 15-25 minutes. Maybe . give it room to breath. Maybe telling them you have to run to another VC pitch is a power move. Maybe But it can also push an investor into a Maybe Not. #2. Not providing more info when asked Some VCs dont want more info before a first pitch. I" [X Link](https://x.com/jasonlk/status/2017717023065968755) 2026-01-31T21:50Z 229.4K followers, 59.3K engagements "Ok what's SaaStr AI Agent playbook We've put it all together in a NEW eBook. All the vendors all the workflows all the metrics how it all works. Grab it here - https://saastr.ai/ai-agents-playbook https://saastr.ai/ai-agents-playbook" [X Link](https://x.com/jasonlk/status/2017797804824158324) 2026-02-01T03:11Z 229.3K followers, 15.6K engagements ""Our AI closed a $100k deal on its own on a Saturday night." How does SaaStr use @salesforce Agentforce "We started with the leads humans didn't want to follow up with." @tbpn @johncoogan @jordihays" [X Link](https://x.com/jasonlk/status/2017918349322383468) 2026-02-01T11:10Z 229.8K followers, 24.9K engagements "http://x.com/i/article/2017356851990704128 http://x.com/i/article/2017356851990704128" [X Link](https://x.com/jasonlk/status/2018000554941919700) 2026-02-01T16:36Z 229.8K followers, 192.1K engagements "@compound248 @grok how does this even make sense" [X Link](https://x.com/jasonlk/status/2018102995322577218) 2026-02-01T23:23Z 229.6K followers, 23K engagements "Not just talks. At SaaStr AI [----] we're running 100s of hands-on workshops where you'll build actual AI workflows for your company. Sales. CS. Product. Ops. Leave with something you can deploy Monday. May 12-14. SF Bay" [X Link](https://x.com/jasonlk/status/2018128735703388621) 2026-02-02T01:06Z 229.9K followers, [----] engagements "I was just showing what Replit recommended as a important trend (agent-based discovery) I would argue right now Salesforce is the biggest beneficiary of the third party agentic movement as most folks building agents seem to be building on that platform But of course that could change and HubSpot is very strong with SMB+ https://twitter.com/i/web/status/2018184985245888697 https://twitter.com/i/web/status/2018184985245888697" [X Link](https://x.com/jasonlk/status/2018184985245888697) 2026-02-02T04:49Z 229.7K followers, [---] engagements ""We went from [--] humans in sales to [----]. We do about the same. Why The agents don't mind chasing small deals. They never quit." @tbpn" [X Link](https://x.com/jasonlk/status/2018281240286114078) 2026-02-02T11:12Z 229.3K followers, 15.8K engagements "I'm much more interested in folks building the agents that make CRM much more useable powerful and automated (Qualified Artisan Monaco Vivun even Agentforce itself) The new CRMs may do this themselves and they will and should and then they may well win If they are better than the top agent vendors or at least close they may win But also the agent players build on top of Salesforce (mainly) and HubSpot et al. They make it much more powerful and extensible and easy-to-use. We'll see. Right now I don't really care about "CRM" anymore. We have [--] AI Agents from [--] vendors (including Agentforce) +" [X Link](https://x.com/jasonlk/status/2018356777361064182) 2026-02-02T16:12Z 229.8K followers, [----] engagements "@GaelBreton Im with you. But while Moltbook is arguably us all being Punkd and perfomative AND doesnt even need Openclow to use it it does suggest a future that could be here soon Agent2agent communication i think will be a big deal at least in B2B" [X Link](https://x.com/jasonlk/status/2018716796380193238) 2026-02-03T16:02Z 229.3K followers, [----] engagements "@dee_bosa Micro apps are a killer use case N = [--] user" [X Link](https://x.com/jasonlk/status/2019138483961651561) 2026-02-04T19:58Z 229.5K followers, [----] engagements "Super excited to have @Lovable join us as Platinum Partner for SaaStr AI [----] (May 12-14 in SF Bay) and sponsor both our mobile app and AI Networking Lounge The Secrets to Scaling in the Age of AI . will all be shared. SaaStr AI 2026" [X Link](https://x.com/jasonlk/status/2019165819142541417) 2026-02-04T21:47Z 229.7K followers, 38.9K engagements ""GEO is nice. But what you really want to show up in What the top AI Agents you use say to buy." @tbpn" [X Link](https://x.com/jasonlk/status/2019369914293715370) 2026-02-05T11:18Z 229.5K followers, [----] engagements "@daltonc @TurnerNovak @Standard_Cap yeah that sounds like enough just can't do the classic 1-2 per partner at Series A and Later model to work i don't think Not unless have a lot of partners (like YC) I think it's very smart" [X Link](https://x.com/jasonlk/status/2019448721457705297) 2026-02-05T16:31Z 229.5K followers, [--] engagements "Note this tweet well. @antonosika is kindly sharing what vibe coding is really being used for today top [--] use cases Rapid prototyping of apps without taxing engineering is #1 use cases. The killer use case today. Building simple B2B apps is #4. Simple ones. Lovable is now the second-fastest growing software product among businesses on Ramp. These are the main use cases for Lovable in businesses right now: 1/ Rapid prototyping without waiting on engineering 2/ Building internal tools that actually match your process and needs 3/ https://t.co/wvNN73tpvK Lovable is now the second-fastest growing" [X Link](https://x.com/jasonlk/status/2019521353217634473) 2026-02-05T21:19Z 230K followers, 24K engagements "Don't love your job I hear you. But trust me -- don't quit. At least 99% of you shouldn't. Most jobs in tech aren't as rewarding as we'd hoped. In the end being an FDE is endless deployments. A mid-level PM working on yet another update to an agent Yawn. Selling the same product to an ever shrinking patch in sales may not be that great. But the honest truth is every B2B CEO I know: - Wants to get even leaner - Doesn't think half their team is the right one for Age of AI - Wants to backfill departures with AI Before you quit before you take off just make sure there's a decent chance there's" [X Link](https://x.com/jasonlk/status/2019530975449948221) 2026-02-05T21:58Z 229.6K followers, 14.1K engagements "At SaaStr AI Annual [----] we're not doing a single "what is AI" panel. 🛠Every session assumes you're already building with it. 🚀The question is how to go faster. May 13-15 SF Bay Area" [X Link](https://x.com/jasonlk/status/2019587095170543858) 2026-02-06T01:41Z 229.5K followers, [----] engagements "@Mighty7693524 @antonosika Yup. Gamma does that well" [X Link](https://x.com/jasonlk/status/2019758136832487838) 2026-02-06T13:00Z 229.5K followers, [--] engagements "I didnt understand it either at the time But now I am basically living it. We have [--] AI Agents running on top of our CRM + marketing automation. They are well trained the guardrails are real and hallucinations still happen but are minor. And they are where the value is (AI sales AI marketing AI support etc.). Even for Salesforce we now get the most value from Agentforce + using it as in essence the hub for our other AI agents" [X Link](https://x.com/jasonlk/status/2019790949682217174) 2026-02-06T15:11Z 229.6K followers, [----] engagements "Your customers will teach you how to go from $1m to $100m ARR you just have to listen True especially if your initial TAM seems quite small" [X Link](https://x.com/jasonlk/status/2019797288550306241) 2026-02-06T15:36Z 229.6K followers, [----] engagements "The best AI Agents I've seen aren't from big labs. They're from B2B founders who rebuilt their entire product around agents in the last [--] months. You'll meet them at SaaStr AI Annual [----]. May 12-14 in SF Bay" [X Link](https://x.com/jasonlk/status/2019949608621986020) 2026-02-07T01:41Z 229.7K followers, [----] engagements ""How will traditional B2B and SaaS companies win if they have to pay huge inference costs AND huge sales & marketing costs They probably can't" with @HarryStebbings @rodriscoll + me" [X Link](https://x.com/jasonlk/status/2020106266350129654) 2026-02-07T12:04Z 229.8K followers, [----] engagements "Be kind To your coworker that made a mistake even a big one Be kind To your cofounder that was great for a while but just can't go much further Be kind To your boss that did great things for you even if later they took advantage Be kind To the ones that tried" [X Link](https://x.com/jasonlk/status/2020158946707657192) 2026-02-07T15:33Z 229.7K followers, [----] engagements "Its so annoying. Worst ever was selling Google Domains to Squarespace. Having said that one thing I did learn as a VP at Adobe is how brutally distracting these products that dont have material usage or revenue are. They take mindshare devs etc. to maintain and no matter how big you are these are still fixed resources. Probably should drop more if could get away with it https://twitter.com/i/web/status/2020175917268758979 https://twitter.com/i/web/status/2020175917268758979" [X Link](https://x.com/jasonlk/status/2020175917268758979) 2026-02-07T16:40Z 229.6K followers, [----] engagements "Some startups explode out of the gate Some take years to hit their stride and then rocket The IRR is in the former The epic multiple is often in the latter" [X Link](https://x.com/jasonlk/status/2020520054803103922) 2026-02-08T15:28Z 229.8K followers, [----] engagements "@levie Were already there with Salesforce e.g. we have 10+ AI Agents running on top of it (including Agentforce) The big question is who reaps the benefits We pay much more for the agents than we pay for Salesforce CRM itself" [X Link](https://x.com/jasonlk/status/2020535416269525162) 2026-02-08T16:29Z 229.8K followers, [----] engagements "Super excited to have @Replit as a Diamond Sponsor for SaaStr AI [----] - Meet the team - Try the platform that powers SaaStr AI apps - Join the outdoor vibe coding platform build your own app - Chill with the team in the Speakeasy [----] May 12-14 in SF Bay The Future of B2B + AI http://SaaStrAIAnnual.com https://twitter.com/i/web/status/2020991175117898184 http://SaaStrAIAnnual.com http://SaaStrAIAnnual.com https://twitter.com/i/web/status/2020991175117898184 http://SaaStrAIAnnual.com" [X Link](https://x.com/jasonlk/status/2020991175117898184) 2026-02-09T22:40Z 229.6K followers, [--] engagements "Last year the hot topic at SaaStr AI was "how should we add AI to our product" 💥This year at SaaStr AI [----] the conversation is: "How do we compete when AI agents are replacing our entire category" May 12-14 in SF Bay. [-----] of the Best in B2B + AI" [X Link](https://x.com/jasonlk/status/2021037904894755309) 2026-02-10T01:46Z 229.7K followers, [----] engagements "If you're a founder and you haven't shipped an AI agent yet come to SaaStr AI [----]. We'll help get you live. If you have come show the rest of us what's possible. May 13-15 SF Bay Area" [X Link](https://x.com/jasonlk/status/2021038156535976445) 2026-02-10T01:47Z 229.9K followers, [----] engagements "RT @saastr: "How to get an AI SDR actually working Start with the leads you aren't already following up with very well."" [X Link](https://x.com/anyuser/status/2021795491743457651) 2026-02-12T03:56Z 230K followers, [--] engagements "I love our AI agents and I love vibe coding and I love [----] But man anyone who doesn't think this is going to lead to lots of relatively smaller companies and layoffs isn't in the game The honest truth: - Most CEOs at scale don't think they need half their teams - AI Agents are getting much much better even month - We're doing the same with [--] humans and [--] AI agents as we did with 10+ humans and [--] agents - No one wants to run bloated companies anymore Hide from it if you want. I wouldn't. https://twitter.com/i/web/status/2021715620551925929 https://twitter.com/i/web/status/2021715620551925929" [X Link](https://x.com/jasonlk/status/2021715620551925929) 2026-02-11T22:39Z 230K followers, [----] engagements "A related post here: https://www.saastr.com/the-1-conceit-in-b2b-at-scale-masking-a-slowdown-in-net-new-customers/ https://www.saastr.com/the-1-conceit-in-b2b-at-scale-masking-a-slowdown-in-net-new-customers/" [X Link](https://x.com/jasonlk/status/2021821151220289598) 2026-02-12T05:38Z 230K followers, [----] engagements "We're back 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 👉 https://t.co/XEi0WLFW6L Youtube 👉 https://t.co/YUtpmd3VsB 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 👉 https://t.co/XEi0WLFW6L Youtube 👉 https://t.co/YUtpmd3VsB" [X Link](https://x.com/jasonlk/status/2021990656768700550) 2026-02-12T16:51Z 230K followers, [----] engagements "Best place for a board meeting" [X Link](https://x.com/jasonlk/status/2022003404135182767) 2026-02-12T17:42Z 230K followers, [----] engagements "Workday has 98% GRR at $9 Billion in ARR No one leaves Ever" [X Link](https://x.com/jasonlk/status/1909658537829204178) 2025-04-08T17:24Z 230K followers, 29.4K engagements "Today Thiel Sacks and Page prepare to leave California tomorrow. - Offices opened in Miami and Austin today by Thiel - Drivers Licenses Changed - Homes already owned California has approximately [---] billionaires about a quarter of the U.S. total. The tax was estimated to raise $100B from [---] of them. But as they scatter to Miami Austin and beyond that number could shrink fast. It has already begun" [X Link](https://x.com/jasonlk/status/2006533343312228370) 2026-01-01T01:10Z 230K followers, 600.4K engagements ".@a16z: "It's Only The Top 5% of VC Funds That Matter"" [X Link](https://x.com/jasonlk/status/2014549903905862112) 2026-01-23T04:05Z 230K followers, 45.7K engagements "Its not enough to be a people person anymore in sales marketing support success and GTM. Not even close. Heres a test I want every GTM exec to try right now: Upload your companys pitch deck http://x.com/i/article/2013674232857731072 http://x.com/i/article/2013674232857731072" [X Link](https://x.com/jasonlk/status/2015543784172671298) 2026-01-25T21:54Z 230K followers, 39.6K engagements ""More and more we'll pick the vendors our AI Agents just tell us to." @tbpn @johncoogan @jordihays "I picked Resend WorkOK and other app -- because the AI Agent told me to."" [X Link](https://x.com/jasonlk/status/2018644131988348981) 2026-02-03T11:14Z 230K followers, [----] engagements "We've spent the last year rebuilding SaaStr with 20+ AI agents. Revenue is up 47%. Team down to [--] humans. It's been the most intense learning curve of my career. I'm sharing all of it at SaaStr AI [----]. May 12-14. SF Bay" [X Link](https://x.com/jasonlk/status/2018853762912399539) 2026-02-04T01:07Z 230K followers, [----] engagements ""The problem today in seed investing Anyone can vibe code something that is . pretty darn good." @tbpn @jordihays @johncoogan "But you're not going to vibe code Salesforce. Even if you could you couldn't maintain it. Not really."" [X Link](https://x.com/jasonlk/status/2019007022927073410) 2026-02-04T11:16Z 230K followers, [----] engagements "Gotta be honest so far cant tell the difference between Opus [---] and 4.5" [X Link](https://x.com/jasonlk/status/2019794453951643774) 2026-02-06T15:24Z 230K followers, 13.8K engagements "There are many strong arguments re: how vibe coding will utterly disrupt traditional enterprise software SaaS etc. But please please please before you say so with such extreme certainty Actually vibe code an app into full production yourself without a developer. And get even just 1000+ folks to use it and ideally anyone to pay for it. Then support those paying customers. Then lets talk. Youll have a much better sense then. (I say this as the worlds biggest fan of vibe-coding and our SaaStr AI apps built on @Replit have been used almost [-------] times.)" [X Link](https://x.com/jasonlk/status/2020172619686039778) 2026-02-07T16:27Z 230K followers, 15.2K engagements "SaaS isnt dead even with the massive sell off this year (and really since July 2025) But what is dead is the classic pattern and way to scale: - [--] maybe [--] players take over a space by $20m ARR - Massive sales & marketing spend gets you to $100m+ ARR often takes years - Product then mostly stagnant quarterly releases big platform advance only every [--] years or so - High NRR of 130%+ in enterprise 110%+ in SMBs basically on autopilot - Customers happily renew and keep spending more with you That is dead Its been replaced with: - Prototype built in days - AI creating 100s of new competitors many" [X Link](https://x.com/jasonlk/status/2020658656367566902) 2026-02-09T00:39Z 230K followers, 16.3K engagements "Databricks is accelerating at $5B+ ARR https://t.co/lA4iJYU4Fs https://t.co/lA4iJYU4Fs" [X Link](https://x.com/jasonlk/status/2020974708360200516) 2026-02-09T21:34Z 230K followers, 26.7K engagements "Founders appreciate sales reps that crush their number Founders truly love sales reps that do that but are also brand ambassadors" [X Link](https://x.com/jasonlk/status/2021247107835855030) 2026-02-10T15:37Z 230K followers, [----] engagements "When was the last time you were excited to buy a pre-AI SaaS tool When was the last time you felt like you were overpaying on a renewal for a pre-AI SaaS tool and thought about cancelling Hence the markets" [X Link](https://x.com/jasonlk/status/2021260391163052090) 2026-02-10T16:30Z 230K followers, [----] engagements "The 10x+ ARR Club has really really shrunk for public B2B companies From 60% in [----] to 5% today Asana might be the biggest faller. From 89x ARR to 3x ARR" [X Link](https://x.com/jasonlk/status/2021364054028111950) 2026-02-10T23:22Z 230K followers, [----] engagements "@balajis Oh yeah Im with you. He gets hit the hardest. Just didnt leave 12/31/25. Wonder if hes hedging his bets so can decide by May or so. Has house probably office but will wait until May to decide if to move for real" [X Link](https://x.com/jasonlk/status/2021620466021244999) 2026-02-11T16:20Z 230K followers, [---] engagements "@shay_yawn @HubSpot Yeah exactly" [X Link](https://x.com/jasonlk/status/2021819830018646202) 2026-02-12T05:33Z 230K followers, [---] engagements "Capital One just announced its acquiring Brex for $5.15 billion. An incredible top 0.1% exit in less than [--] years from a category creator that created massive wealth and opportunities. A huge http://x.com/i/article/2014744155025760257 http://x.com/i/article/2014744155025760257" [X Link](https://x.com/jasonlk/status/2014745189794144420) 2026-01-23T17:01Z 230K followers, 567.6K engagements "Moltbook was/is a fascinating look at the future that will be and might be soon It also is the greatest example of us all being punkd and mocked in a very long time This is my agent Wren posting on Moltbook" [X Link](https://x.com/jasonlk/status/2020536549566537791) 2026-02-08T16:33Z 230K followers, 32.3K engagements "Super excited for Monaco Its also our latest AI Agent at SaaStr itself and well show you how it works and its pretty disruptive Its AI Agent literally sets up customer calls for us. Autonomously. Super cool and we will demo soon on AI Workshop Wednesday. We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived. https://t.co/mH03HIOdx8 We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived." [X Link](https://x.com/jasonlk/status/2021617610337763562) 2026-02-11T16:09Z 230K followers, 46.3K engagements "Everyone has an AI strategy. Almost nobody has agents in production. That's the gap. 🚀Get ahead of the pack. Take [--] day our and join '26 our first-ever AI GTM Agent Summit inside of SaaStr AI [----]. May [--] SF. One day. One mission. Deploy your AI agents. No more excuses. http://SaaStrDeploy.com http://SaaStrDeploy.com" [X Link](https://x.com/jasonlk/status/2021689460174594448) 2026-02-11T20:55Z 230K followers, [----] engagements "AI ARR is insane It's just sometimes . A = not really annual R = may not recur R = might not really be revenue if pass through But Carry On" [X Link](https://x.com/jasonlk/status/2021704295804977344) 2026-02-11T21:54Z 230K followers, [----] engagements "You can hide from a lot of things. But the most important metric of all is Net New Customers. Period. They are your future. Congrats to @HubSpot - My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. Bet on the leaders adding material net new customers. Run from the ones that arent. Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the entire HubSpot team for delivering another great quarter. My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. (Yes you read" [X Link](https://x.com/jasonlk/status/2021760539500916972) 2026-02-12T01:37Z 230K followers, 13.9K engagements "If you are growing just not fast enough The #1 thing to do is to make sure you stay in the game It still compounds" [X Link](https://x.com/jasonlk/status/2021969605413970094) 2026-02-12T15:28Z 230K followers, [----] engagements "@Jack_Raines I mean at least $2B. Thats still 50% of Wix" [X Link](https://x.com/jasonlk/status/2021972840392827168) 2026-02-12T15:41Z 230K followers, [----] engagements "@boothchris Yeah soon will be leaving WordPress as our front end. Not yet but soon" [X Link](https://x.com/jasonlk/status/2022055895652524073) 2026-02-12T21:11Z 230K followers, [--] engagements "But here's what I know after [--] months of running 20+ AI agents across our entire go-to-market at SaaStr with just [--] humans and a dog: $4.8 million in additional pipeline sourced by agents. $2.4 million in closed-won revenue. Deal volume more than doubled. Win rates nearly doubled. And none of it cannibalized our existing inbound https://t.co/WNuRiK6Frn https://t.co/WNuRiK6Frn" [X Link](https://x.com/jasonlk/status/2022074989118468566) 2026-02-12T22:27Z 230K followers, [----] engagements "My take on Californias One-Time Billionaire Tax. Its much worse than it looks. 📉 Will it pass Yes likely. It only needs 50%+1 voter approval. SEIU + CTA have done this beforeProp [--] won 63% in [----]. ⚖ Will it get tied up in litigation Almost certainly. Retroactive wealth tax on a tax type CA has never had = due process challenges. Billionaires have the legal budgets for years of fights. 👋 But its clearly only the start. The goal is an annual tax not one-time. And the target is $25m-50m net worth folks including illiquid foldings (early stage founders raising a Series B). The one-time" [X Link](https://x.com/jasonlk/status/2010457619492966836) 2026-01-11T21:03Z 230K followers, 796.5K engagements "Okta The Quiet Ocean of Stability" [X Link](https://x.com/jasonlk/status/2019454437706650109) 2026-02-05T16:53Z 230K followers, [----] engagements "At SaaStr we replaced 85% of our team with AI agents and grew revenue 47%. Crazy Maybe. But a 30+ other SaaStr AI [----] speakers have similar stories. Come hear what's real. May 13-15 in SF Bay. SaaStr AI 2026" [X Link](https://x.com/jasonlk/status/2021751859484971247) 2026-02-12T01:03Z 230K followers, [----] engagements "More here: https://www.saastr.com/the-rise-of-invisible-unemployment-in-tech-2026-will-be-the-year-when-everything-really-changes/ https://www.saastr.com/the-rise-of-invisible-unemployment-in-tech-2026-will-be-the-year-when-everything-really-changes/" [X Link](https://x.com/jasonlk/status/2021793471884144687) 2026-02-12T03:48Z 230K followers, [----] engagements "http://x.com/i/article/2019111591984386048 http://x.com/i/article/2019111591984386048" [X Link](https://x.com/jasonlk/status/2019113170305184094) 2026-02-04T18:17Z 230K followers, 61.5K engagements "http://x.com/i/article/2019810807010447361 http://x.com/i/article/2019810807010447361" [X Link](https://x.com/jasonlk/status/2019818508771807668) 2026-02-06T17:00Z 230K followers, 51.6K engagements "Super excited to have @Replit as a Diamond Partner for SaaStr AI [----] - Meet the team - Try the platform that powers SaaStr AI apps - Join the outdoor vibe coding platform build your own app - Chill with the team in the Speakeasy SaaStr AI [----] May 12-14 in SF Bay 🚀The Future of B2B + AI https://twitter.com/i/web/status/2020992231822516406 https://twitter.com/i/web/status/2020992231822516406" [X Link](https://x.com/jasonlk/status/2020992231822516406) 2026-02-09T22:44Z 230K followers, [----] engagements "http://x.com/i/article/2020896095786971136 http://x.com/i/article/2020896095786971136" [X Link](https://x.com/jasonlk/status/2021273818246021274) 2026-02-10T17:23Z 230K followers, 16.3K engagements ""Struggling to get going in AI for Go To Meeting - Start with something that isn't getting done - Don't ask an AI Agent to do something a human needs to do - But DO copy your best human in GTM. Copy what works for a human first."" [X Link](https://x.com/jasonlk/status/2021540215177752586) 2026-02-11T11:02Z 230K followers, [----] engagements "Special days: First $1m month First $1m deal First $1m week . First $1m day #celebrate" [X Link](https://x.com/jasonlk/status/2021609507474878723) 2026-02-11T15:37Z 230K followers, [----] engagements "The latest on what we've vibe coded on @replit and more: Our AI VP Marketing and our AI Sponsor Portal https://x.com/i/broadcasts/1ZkKzZYmkqRKv https://x.com/i/broadcasts/1ZkKzZYmkqRKv" [X Link](https://x.com/jasonlk/status/2021651329480110433) 2026-02-11T18:23Z 230K followers, [----] engagements "Why we replaced a $10K sponsor portal app with a homegrown one vibed on @Replit It wasn't to save money. But: - Existing vendors too slow no AI at all in their apps in [----] - Want ability to pick booths dynamically in app. No one could supply this. - Needed to do unique things like "Customer Passes" that other customers didn't need so no vendor would build - Would take a human 100+ stressful hours to manually interact with commercial tool and upload data for 150+ sponsors. Now we don't need those humans. Who also would make lots of mistakes" [X Link](https://x.com/jasonlk/status/2021656021744464214) 2026-02-11T18:42Z 230K followers, [---] engagements "More on all our AI agents here: Grab 20% OFF SaaStr AI [----] (May 12-14) with my VIP pass here: Grab FREE guide to AI Sales Agents here: https://saastr.ai/ai-agents-playbook https://www.saastrannual2026.com/buy-ticketspromo=jason20 http://SaaStr.ai/agents https://saastr.ai/ai-agents-playbook https://www.saastrannual2026.com/buy-ticketspromo=jason20 http://SaaStr.ai/agents" [X Link](https://x.com/jasonlk/status/2021743674984456392) 2026-02-12T00:30Z 230K followers, [----] engagements ""Can AI SDRs really work for outbound Yes but start with what you have: - Start with traffic on your website - Try lapsed customers - Remarket to lapsed customers Use AI for expansion. Start your AI Agent on folks in your base no one is following up with now."" [X Link](https://x.com/jasonlk/status/2021902854634844620) 2026-02-12T11:03Z 230K followers, [----] engagements "Actually of our 20+ AI Agents we pay for [--] on outcome-based pricing Its not that outcome-based pricing is a bad idea But honestly its not that important. The AI Agent delivering massive ROI is what matters. Pricing models cant turn crappy ROI into high ROI. Or vice-versa. https://twitter.com/i/web/status/2022137410948399483 https://twitter.com/i/web/status/2022137410948399483" [X Link](https://x.com/jasonlk/status/2022137410948399483) 2026-02-13T02:35Z 230K followers, [----] engagements "This does happen but its almost unheard of for founders still running a company to make nothing in a material exit The acquirer wants the most consideration to go to the team the least to the VCs A liquidation preference is hardly set in stone especially if retention is structured outside of it Whats even more common is a deal like this: - Startup raises $40m - Company acquired for $40m (but not really $40m) - Founders and execs get $20m-$30m in retention etc - Investors get $10m There are a surprising number of deals where the headline number isnt tiny and the VC make [--] or a negative return" [X Link](https://x.com/jasonlk/status/1998851081825300517) 2025-12-10T20:23Z 223.1K followers, 24.5K engagements "Ive been using Replit for [--] months and probably [---] hours in And just saw this feature now Exposing features once you are feature-rich is a non-trivial task" [X Link](https://x.com/jasonlk/status/1999267325544136945) 2025-12-11T23:57Z 222.5K followers, [----] engagements "@CoenHees If I understand the thread I think you cancelled because you have small headcount and high # of contacts to email We do too I think HubSpot just isn't optimized for this use case" [X Link](https://x.com/jasonlk/status/1999517150814568455) 2025-12-12T16:30Z 223.4K followers, [----] engagements "@OnlyCFO One thing folks don't get in Salesforce CRM is becoming the hub for AI GTM agents You really need salesforce as the hub for them to work All our core AI GTM agents run directly on top of Salesforce and Salesforce data " [X Link](https://x.com/jasonlk/status/1999600903670890616) 2025-12-12T22:03Z 223.5K followers, [----] engagements "2025 in the end was better for IPOs than 2022-2024 but still pretty Meh per @WSJ But [----] (plus or minus) Databricks Anthropic OpenAI SpaceX Canva Stripe etc Probably will be the great stretch for IPOs of all time. Well see" [X Link](https://x.com/jasonlk/status/1999868010354598098) 2025-12-13T15:44Z 223.9K followers, [----] engagements "I wasn't getting what I wanted out of OpenAI api this morning so switched over to Anthropic -- for this feature Took about [--] seconds to "hot swap" per @Benioff's point on LLMs as the new disk drives I don't think LLMs are quite a commodity but switching costs can be mighty low" [X Link](https://x.com/jasonlk/status/1999881807635062827) 2025-12-13T16:39Z 222.6K followers, [----] engagements "@twentyminutevc @HarryStebbings @rodriscoll 7/ "If ChatGPT went away tomorrow we'd survive. We'd complain Twitter would explode and in a week we'd move on. This is why Sam called the code red." @jasonlk [----] is going to be even more disruptive than 2025" [X Link](https://x.com/jasonlk/status/1999941614169726996) 2025-12-13T20:36Z 222.9K followers, [----] engagements "@twentyminutevc @HarryStebbings @rodriscoll Full post and convo here: https://www.saastr.com/20vc-x-saastr-the-1-4-trillion-ipo-wave-coming-in-2026-spacex-anthropic-and-databricks-will-change-everything/ https://www.saastr.com/20vc-x-saastr-the-1-4-trillion-ipo-wave-coming-in-2026-spacex-anthropic-and-databricks-will-change-everything/ https://www.saastr.com/20vc-x-saastr-the-1-4-trillion-ipo-wave-coming-in-2026-spacex-anthropic-and-databricks-will-change-everything/" [X Link](https://x.com/jasonlk/status/1999999501436948729) 2025-12-14T00:26Z 222.9K followers, [----] engagements "Per @WSJ OpenAI has gone from just a [--] month cliff for equity vesting now to no cliff at all And will spend $6 Billion this year on employee equity Even at OpenAI the war for talent never ends" [X Link](https://x.com/jasonlk/status/2000034568355885180) 2025-12-14T02:46Z 223.1K followers, 27K engagements "When you get a bit desperate to make a hire You ignore the flags. Always backfires" [X Link](https://x.com/jasonlk/status/2000226335696756919) 2025-12-14T15:28Z 222.6K followers, [----] engagements "Notion: $2M seed $11B in [--] years. A great case study on growing into your valuation The journey: 2013: $2M seed 2019: $3M ARR $800M val (267x) 2020: $13M ARR $2B val (154x) 2021: $31M ARR $10B val (322x) peak ZIRP froth 2022: $67M ARR $10B val (149x) 2023: $250M ARR $10B val (40x) 2024: $400M ARR $10B val (25x) 2025: $600M ARR $11B val (18x) today 1Revenue grew 19x in [--] years. Valuation moved 10%. That's how you fix a stretched multipleyou don't. You outgrow it. 2The AI kicker: 50%+ of customers now pay for AI eatures up from 10-20% last year. They bundled AI into Business/Enterprise tiers." [X Link](https://x.com/jasonlk/status/2000755259610632688) 2025-12-16T02:30Z 224K followers, 76K engagements "In early [----] it will be time to rebuild SaaStr University [-----] founders have used it to learn GTM its free courses and its great. But its also time to rebuild it. So the question is: - Use existing platform - Pick a new platform or - Build it in @Replit Im thinking on it. If off the shelf works buy it. Software is still cheap even today if you include soft costs. But there are things I want to do in SaaStr University [---] that none of the course software platforms do. Not to my knowledge. And I want to do some very cool stuff with AI. So I will probably build the [---] version myself in" [X Link](https://x.com/jasonlk/status/2000961706047221835) 2025-12-16T16:10Z 223.9K followers, [----] engagements "Does SpaceX's growth rate justify a $1.5 Trillion IPO We will see" [X Link](https://x.com/jasonlk/status/2000994376043147505) 2025-12-16T18:20Z 222.6K followers, [---] engagements "I'd like to add someone to help me with @saastrfund This is primarily an in-bound venture role and a chance to learn If you know what the best looks like at $10k MRR in B2B+AI email me" [X Link](https://x.com/jasonlk/status/2001042651190321649) 2025-12-16T21:32Z 224K followers, [----] engagements "% of Free edition SMB users that convert to paid: 1%-5% typically % of Free Pilot customers in Enterprise that pay nothing that then magically convert to paid at end of a free pilot: 0.00000000001%" [X Link](https://x.com/jasonlk/status/2001315775659786371) 2025-12-17T15:37Z 223.2K followers, [----] engagements "20 AI Agents in Production: Inside the AI GTM Revolution with @kylecnorton [--] things every CRO/CMO needs to know: 1AI agents are better than mid-pack SDRs now. Not the bestbut better than average. That's enough to change everything. 2Deploying the first agent is YOUR job. If you haven't trained one yourself you're becoming obsolete. 3Pick [--] vendors not [--]. Each agent takes [--] days to train. Bakeoffs of 8-10 are impossible. 4Don't sign until you've talked to your Forward Deployed Engineer. Deployment support features. [--] AI-infused teams are 3x more productive. Kyle's team at Owner is proof. $3m" [X Link](https://x.com/jasonlk/status/2001343613868064861) 2025-12-17T17:27Z 223.9K followers, [----] engagements "Holy cow @higgsfield_ai's growth north of a $100000000 run rate is likely almost nothing I've personally seen before Huge kudos to the team proud supporting investor at @saastrfund and proud customer since Day [--] or so A "quiet" giant in AI + video" [X Link](https://x.com/jasonlk/status/2001424044470734970) 2025-12-17T22:47Z 223.1K followers, [---] engagements "Holy cow @higgsfield_ai's growth north of a $100000000 run rate is like almost nothing I've personally seen before Huge kudos to the team proud supporting investor at @saastrfund and proud customer since Day [--] or so A "quiet" giant in AI + video" [X Link](https://x.com/jasonlk/status/2001425612398039296) 2025-12-17T22:53Z 223.1K followers, [----] engagements "Ok this AI deal is a super super smart one. @salesforce is acquiring @tryqualified We use both for our AI GTM Agents. This will enable Agentforce and AI agents at Salesforce to scale much much faster. Qualified is like an Agentforce "light" but it's still super powerful and very easy to deploy. 🔥 and big congrats @kswensrud + team (and @Benioff + team ofc) Super duper smart. In GTM maybe the smartest M&A I've seen so far. At least in [----] ;) https://twitter.com/i/web/status/2001457386251227510 https://twitter.com/i/web/status/2001457386251227510" [X Link](https://x.com/jasonlk/status/2001457386251227510) 2025-12-18T01:00Z 224K followers, [----] engagements "More here: https://www.saastr.com/why-salesforce-acquiring-qualified-is-maybe-the-smartest-ai-gtm-deal-of-2025/ https://www.saastr.com/why-salesforce-acquiring-qualified-is-maybe-the-smartest-ai-gtm-deal-of-2025/ https://www.saastr.com/why-salesforce-acquiring-qualified-is-maybe-the-smartest-ai-gtm-deal-of-2025/ https://www.saastr.com/why-salesforce-acquiring-qualified-is-maybe-the-smartest-ai-gtm-deal-of-2025/" [X Link](https://x.com/jasonlk/status/2001458916925100534) 2025-12-18T01:06Z 223.1K followers, [----] engagements "@kylecnorton Full post and convo here: https://www.saastr.com/the-present-and-future-of-ai-in-sales-and-gtm-a-deep-dive-with-jason-lemkin-and-kyle-norton-cro-at-owner/ https://www.saastr.com/the-present-and-future-of-ai-in-sales-and-gtm-a-deep-dive-with-jason-lemkin-and-kyle-norton-cro-at-owner/ https://www.saastr.com/the-present-and-future-of-ai-in-sales-and-gtm-a-deep-dive-with-jason-lemkin-and-kyle-norton-cro-at-owner/ https://www.saastr.com/the-present-and-future-of-ai-in-sales-and-gtm-a-deep-dive-with-jason-lemkin-and-kyle-norton-cro-at-owner/" [X Link](https://x.com/jasonlk/status/2001510019620336011) 2025-12-18T04:29Z 223.1K followers, [----] engagements "The Great B2B Bifurcation of [----] Palantir +142%. HubSpot -51%. Despite the fact both businesses end the year pretty strong. Some patterns from the top [--] B2B / SaaS public companies: What's working: 🔼AI-native infrastructure (Palantir Cloudflare MongoDB) 🔼Mission-critical + high switching costs (CrowdStrike Palo Alto Veeva) 🔼Usage/consumption pricing aligned with AI workloads What's struggling: 🤷♀Horizontal platforms with seat-based pricing SMB-heavy customer bases 🤷♂"Nice-to-have" positioning in budget conversations 👎 "Copilots" that aren't real high ROI agents The nuance matters: -" [X Link](https://x.com/jasonlk/status/2001798129646285167) 2025-12-18T23:34Z 226.2K followers, 21.8K engagements "@Streamr_App Elon said it freed him to do SpaceX + Tesla He didnt know he needed that freedom. But it freed him" [X Link](https://x.com/jasonlk/status/2001835099311214834) 2025-12-19T02:00Z 224K followers, [----] engagements "A truly high performing team gets brought down by even one mediocre player The better the team the faster you have to root the mediocre out" [X Link](https://x.com/jasonlk/status/2002040291784626458) 2025-12-19T15:36Z 223.3K followers, [----] engagements ""The SpaceX IPO at $1.5 Trillion 1Who will buy 2Could the valuation get walked back [--] Will the Big Vision justify it 4Could Google anchor the IPO for $10B+" The latest with @rodriscoll @HarryStebbings + me" [X Link](https://x.com/jasonlk/status/2002115470141337983) 2025-12-19T20:35Z 223.4K followers, [----] engagements "AI autonomously agents discussing with each other the optimal design to fix an UI issue @Replit is so cool now" [X Link](https://x.com/jasonlk/status/2002140994842849461) 2025-12-19T22:16Z 223.4K followers, [----] engagements "The AI Wealth Machine is like nothing we have ever seen before. 🔎Nvidia has created [-----] millionaires. 78% of employees. Half worth $25M+. Jensen Huang: "I've created more billionaires on my management team than any CEO in the world." 💥OpenAI is catching up fast. $500B valuation. $10B+ in employee share sales. Average stock comp: $400K-$2M per employee. The difference Nvidia is public. [--] years of compounding. OpenAI is private and just getting started. Both prove the same formula: Join a rocket ship early Be indispensable Get equity Hold The next wave of AI millionaires won't come from" [X Link](https://x.com/jasonlk/status/2002162027603820917) 2025-12-19T23:40Z 224.1K followers, [----] engagements "@elonmusk @grok obviously we got that wrong in specifics Was the overall point of being kind wrong Perhaps it was" [X Link](https://x.com/jasonlk/status/2002172942004949430) 2025-12-20T00:23Z 223.9K followers, 26.6K engagements "@BenMillerise I worry more about unemployment Wealth inequality is already here" [X Link](https://x.com/jasonlk/status/2002394517928894524) 2025-12-20T15:03Z 223.4K followers, [--] engagements "Had an issue on @Replit last night and they pushed a fix in wee hours of morning Went from mediocre support (at best) in June [----] to the best support Ive gotten this year in December [----] You can do the same too Make It So in January 2026" [X Link](https://x.com/jasonlk/status/2002413651756814783) 2025-12-20T16:19Z 226.1K followers, 30.9K engagements "@HarryStebbings @alexfmac I think its true I literally was just having a conversation with one of my LPs on this this morning Hes sitting on a 100x fund I dont matter" [X Link](https://x.com/jasonlk/status/2002419663574307100) 2025-12-20T16:43Z 223.4K followers, [----] engagements "Will be fun:" [X Link](https://x.com/jasonlk/status/2002501519493775503) 2025-12-20T22:09Z 223.5K followers, [----] engagements "The AI LLM market share story of 2023-2025 is one of just . massive change. Fast. Enterprise LLM Market: 2023: OpenAI 50% Anthropic 12% Google 7% 2025: Anthropic 40% OpenAI 27% Google 21% 🥇Anthropic went from distant third to #1 in enterprise in just [--] years. OpenAI lost half its share. The catalyst Code. Claude now owns 54% of enterprise coding vs OpenAI's 21%. Sonnet [---] broke it open in June [----] and they never looked back. But consumer is a totally different game. 🗣ChatGPT still has 800M+ weekly users and 60% consumer market share. Gemini at 650M MAUs. Claude barely registers at 3.5%." [X Link](https://x.com/jasonlk/status/2002526931862897105) 2025-12-20T23:50Z 223.5K followers, [----] engagements "Its not ready for real use but its still fun to test if want test it Try - In a week it will be pretty good http://Founderscape.ai http://Founderscape.ai" [X Link](https://x.com/jasonlk/status/2002580284085248408) 2025-12-21T03:22Z 223.5K followers, [----] engagements "@HarryStebbings @siculars @rodriscoll https://x.com/billackman/status/2002484983123136990 .@elonmusk what if we took @SpaceX public by merging it with Pershing Square SPARC Holdings Ltd. (SPARC) a new form of acquisition company that was approved by the @SECGov. We could distribute SPARC special purpose acquisition rights (SPARs) to @Tesla shareholders so that all https://x.com/billackman/status/2002484983123136990 .@elonmusk what if we took @SpaceX public by merging it with Pershing Square SPARC Holdings Ltd. (SPARC) a new form of acquisition company that was approved by the @SECGov. We" [X Link](https://x.com/jasonlk/status/2002808442705346802) 2025-12-21T18:28Z 223.5K followers, [----] engagements "@dailygoat Its not ready for launch but you can test and try it now in alpha" [X Link](https://x.com/jasonlk/status/2002814787483521522) 2025-12-21T18:53Z 223.5K followers, [---] engagements "There are times when the very latest LLM is the best and there are times when the most expensive LLM is the best. And there are times when it isn't. We've run [----] VC Pitch Decks through SaaStr AI VC so I ran a test the other day to compare Claude Opus [---] to Sonnet [---] Opus [---] is 3x the price of Sonnet [---] but it seems so much better I was confident it was worth it. It wasn't. The results across analyzing 100+ VC Pitch Decks were essentially the same. Pick the right tool the right LLM for the right job. It will vary" [X Link](https://x.com/jasonlk/status/2002885041312194831) 2025-12-21T23:33Z 223.9K followers, [----] engagements "Your job as CEO: Every year materially expand your TAM What have you done this year If nothing . you're pretty far behind. Move much much faster in 2026" [X Link](https://x.com/jasonlk/status/2003126190974873871) 2025-12-22T15:31Z 223.8K followers, [----] engagements "- is getting there - Found hot AI startup - Pick top accelerator - Poach from other AI start-ups - Build to Series A IPO and . beyond http://FounderScape.ai http://FounderScape.ai" [X Link](https://x.com/jasonlk/status/2003155208403321240) 2025-12-22T17:26Z 223.6K followers, [----] engagements ""AI is converging marketing sales & support. They are becoming [--] AI agent. Not [--] different pre-AI SaaS products. In fact it's already happening in e-commerce." The latest with @rodriscoll @HarryStebbings + me" [X Link](https://x.com/jasonlk/status/2003189043962777659) 2025-12-22T19:41Z 224.5K followers, 10K engagements "Pre holiday cocktail time" [X Link](https://x.com/jasonlk/status/2003240273665745087) 2025-12-22T23:04Z 223.6K followers, [----] engagements "The AI Freemium Math is Brutal But It Works at Scale 1ChatGPT: 800M users 15M paid (2%) $20B ARR 2Gemini: 650M users Est. 2-3% Part of Google 3Claude: 30M users Heavy API/Enterprise $5B ARR 4Perplexity: 30M users 500K paid (2%) $150M ARR 5Midjourney: 20M users 2-3M paid (10-15%) $500M The pattern is clear: Even ChatGPT the most viral product launch in history only converts 2% of free users to paid. That's exactly the conversion rate we've been talking about for 10+ years. To hit $100M ARR on freemium alone at $10/month you need 1M paid users. At 2% conversion That's [--] MILLION active users." [X Link](https://x.com/jasonlk/status/2003240886377873561) 2025-12-22T23:07Z 224.8K followers, [----] engagements "For 2025: 🗣Our top human sales rep closed $5.2m. Fire 🤖Our top AI sales "rep" closed $1.9m (but did need human help). And . just joined in June. What will [----] bring" [X Link](https://x.com/jasonlk/status/2003288700692648079) 2025-12-23T02:17Z 223.6K followers, [----] engagements "- is getting real - IPO acquire other start-ups - Watch out for hotter competitors - Raise from Sequoia A16Z Benchmark and more - Hire 10x engineers. And pay up for them And so much more Try it http://Founderscape.ai http://Founderscape.ai" [X Link](https://x.com/jasonlk/status/2003328058686881977) 2025-12-23T04:53Z 224.7K followers, 21.7K engagements "RIP Adam the Woo" [X Link](https://x.com/jasonlk/status/2003333080883568994) 2025-12-23T05:13Z 225K followers, [----] engagements "Start-ups Hardest part in the end: building a great team. And it never ends. Best-est part in the end: working with a great team. A shared journey for life" [X Link](https://x.com/jasonlk/status/2003490096981459404) 2025-12-23T15:37Z 224.1K followers, [----] engagements "From -19% to +47% growth over the course of [----]. Here's how we turned SaaStr's traffic (and SaaStr itself) around in [--] months: 📉Through April [----] we were down 19% in active users 22% in views. The slow bleed every B2B company with content is complaining about. At SaaStr AI Annual in May we made a bet: go all-in on AI. Not just writing about itbuilding it and deploying it. What we did: Launched SaaStr AI with real tools founders actually use (780K+ valuations run 2700+ pitch decks analyzed) Deployed 20+ AI agents across our own revenue team. Ate our own dogfood. Sold out SaaStr London at" [X Link](https://x.com/jasonlk/status/2003603022698676684) 2025-12-23T23:06Z 223.9K followers, [----] engagements "So we had a bug in one of our 20+ AI Agents the other day. It was still telling people to come to SaaStr AI London on Dec 1-2 Of course it already happened ;) The issue was which one Which AI Agent was sending the erroneous message They're all autonomous after all. We have 20+ AI Agents and it really took a while to debug. Maybe we will all have 1000+ AI agents in [----]. But if we do we will need Master Agents seamlessly managing almost all of them. Even figuring out which of [--] AI Agents is making a mistake when they are all out there autonomously doing the work isnt that simple." [X Link](https://x.com/jasonlk/status/2003970694925692968) 2025-12-24T23:27Z 224.4K followers, [----] engagements "Try over the holidays 💰Where going from $0 to Billionaire . is just the start http://Founderscape.ai http://Founderscape.ai" [X Link](https://x.com/jasonlk/status/2003992588555374968) 2025-12-25T00:54Z 223.9K followers, [----] engagements "Groq is a reminder that "important" startups can get a massive premium in M&A It all normalizes at IPO more or less Valuations then are based on revenue growth and profits But for venture investing in important startups can lead to massive outcomes pre-IPO" [X Link](https://x.com/jasonlk/status/2004252543048941613) 2025-12-25T18:06Z 226K followers, 11.4K engagements "@_ricburton Yeah. And maybe they should. These deals do in essence tear up the cap table and kill cap gains Doesn't mean folks won't get paid But they tear up the social and legal contact to your point Staying at Google or Nvidia is very logical for most" [X Link](https://x.com/jasonlk/status/2004310152237994325) 2025-12-25T21:55Z 223.9K followers, [--] engagements "Nothing like some early morning reward hacking LLM responses to make you feel good about yourself" [X Link](https://x.com/jasonlk/status/2004587532227653964) 2025-12-26T16:18Z 223.9K followers, [----] engagements "The reality is in some many of these high priced rounds no one is going to make enough money Make thats OK. Maybe it doesnt matter. But I always thought it did as a founder. The worst I ever did for a VC was 3x and even there I got them another investment that exited at $2.5B and made them another $400m. So net net I made them much more than 10x. That was the worst I did. Maybe today I wouldnt care though" [X Link](https://x.com/jasonlk/status/2004645887256166469) 2025-12-26T20:09Z 223.9K followers, [----] engagements "Were back SaaStr AI Annual [----]. May 12-14 SF Bay 10000+ of the best sharing How to Scale in the Age of AI" [X Link](https://x.com/jasonlk/status/2004704579649503521) 2025-12-27T00:03Z 224K followers, [----] engagements "I believe venture now is structured and aligned around $20B+ outcomes More is better -- Anthropic etc. But a lot of the mechanics of how we are investing even at seed requires $20B+ outcomes for math to pencil out Just a radically different world than just a few years ago" [X Link](https://x.com/jasonlk/status/2004741020508913811) 2025-12-27T02:28Z 223.8K followers, [----] engagements "📰 Top AI+B2B News - Fri Dec [--] Top Stories: [--]. A Wealth Tax Floated in California Has Billionaires Fleeing [--]. They graduated from Stanford. Due to AI they can't find a job [--]. Oracle shares on pace for worst quarter since [----] Top SaaStr Articles: [--]. Did You Gain or Lose Market Share This Year Be Honest. [--]. Top [--] SaaStr AI Predictions for [----] [--]. Have AI Gross Margins Really Turned the Corner The Real Data Read more: http://saastr.ai/news http://saastr.ai/news http://saastr.ai/news http://saastr.ai/news http://saastr.ai/news http://saastr.ai/news" [X Link](https://x.com/jasonlk/status/2004788165794824208) 2025-12-27T05:35Z 226K followers, [----] engagements "I also think it misses a subtle point that taxes in CA are already so high (15%) that a lot of folks are on the edge. The highest in the nation with NO break at all for capital gains and no QSBS at all. The highest in the U.S. Theyve already thought about leaving gone back and forth on it I have and almost moved This would easily push them over" [X Link](https://x.com/jasonlk/status/2004944295737073699) 2025-12-27T15:55Z 224K followers, [----] engagements "California already taxes founders far far more than any other state. Far more. [--] worst states for startup exits (tax rate + QSBS combo): California - 13.3% + NO QSBS exclusion 💀 Hawaii - 7.25% + only 50% QSBS Alabama - 5% + no QSBS Mississippi - 5% + no QSBS Pennsylvania - 3.07% + no QSBS NY is 10.9% but fully conforms to QSBSso $15M excluded = $0 state tax. CA That same exit = $2M to Sacramento. TX FL NY all = $0 on a QSBS exit. CA = 14% founder tax on capital gains even after 5+. Highest in country by far for founders. Already. https://twitter.com/i/web/status/2005023009107837353" [X Link](https://x.com/jasonlk/status/2005023009107837353) 2025-12-27T21:08Z 226.1K followers, 38.3K engagements "Put differently on $15M founder exit after [--] years state tax owed: Texas: $0 Florida: $0 New York: $0 (full QSBS) California: $2M 💀 [--] worst states: CA: $2M (13.3% no QSBS) HI: $540K (7.25% 50% QSBS) AL: $750K (5% no QSBS) MS: $750K (5% no QSBS) PA: $460K (3.07% no QSBS) Same exit. Same federal tax. Wildly different state bills" [X Link](https://x.com/jasonlk/status/2005023720780525592) 2025-12-27T21:11Z 224.1K followers, [----] engagements "On a $25M exit to founder after [--] years (full QSBS top bracket): 🟢 TX/FL/NY: $2.4M 🔴 HI: $3.1M 🔴 PA: $3.2M 🔴 AL: $3.6M 🔴 MS: $3.6M 🔴 CA: $5.7M Federal: 23.8% on $10M over QSBS cap State: $0 (TX/FL) to $3.3M (CA) Living in CA costs you a Series A. --- Which one" [X Link](https://x.com/jasonlk/status/2005030748097839187) 2025-12-27T21:39Z 224.1K followers, [----] engagements "is back. MAY 12-14 [----]. The Secrets to Scaling in the Age of AI [-----] of the best sharing how it's done http://SaaStrAnnual.com http://SaaStrAnnual.com" [X Link](https://x.com/jasonlk/status/2005049241723699464) 2025-12-27T22:52Z 224.1K followers, [----] engagements ""The product of the year Claude [---] / [---]. Without that no vibe coding. Without that No Lovable No Replit No Cursor No Gamma." The latest with @HarryStebbings @rodriscoll + me" [X Link](https://x.com/jasonlk/status/2005053580160761911) 2025-12-27T23:10Z 225.9K followers, [----] engagements "@grok is your math similar How much higher are foundees taxes on exit in CA" [X Link](https://x.com/jasonlk/status/2005250899422134622) 2025-12-28T12:14Z 224.1K followers, [----] engagements "Vibe Coding Vegas Makes my least favorite city a little easier to get through" [X Link](https://x.com/jasonlk/status/2005308123331051705) 2025-12-28T16:01Z 226K followers, [----] engagements "If want help try and lmk any feedback (its alpha now but fun) http://founderscape.ai http://founderscape.ai" [X Link](https://x.com/jasonlk/status/2005315013322416344) 2025-12-28T16:28Z 224.1K followers, [----] engagements "Yeah on smaller funds with smaller exits I think if you really get 10% ownership for real (not pretend) you can be surprised the power of smaller exits. I have [--] fund returners in my last fund but only one right now is nominally worth $1B. But to a founder $600m isnt small ;) https://twitter.com/i/web/status/2005403922828259641 https://twitter.com/i/web/status/2005403922828259641" [X Link](https://x.com/jasonlk/status/2005403922828259641) 2025-12-28T22:22Z 224.2K followers, [----] engagements "We need standard Google SSO. Replit SSO works & was great start. But it creates way too much friction for non-Replit users. As much perceived as real. Most of the world still does not know what a Replit is nor why its SSO still looks so different from Google-esque SSO everywhere else. I think Replit SSO is great for internal apps maybe and/or anything no end users will touch. But even for a prototype that would go into production I want to test it with a Google-like SSO. Even if it adds steps to deploy vs Replit SSO" [X Link](https://x.com/jasonlk/status/2005431172474819020) 2025-12-29T00:10Z 224.1K followers, [---] engagements "New One Reason The Best AI B2B Startups Are Growing So Quickly: Truly Insane Value http://dlvr.it/TQ35zl http://dlvr.it/TQ35zl" [X Link](https://x.com/jasonlk/status/2005482047050269148) 2025-12-29T03:32Z 224.2K followers, [----] engagements "@timsoulo You build a warchest. Its a competitive space Yes its $300m but they only sold 5% of the company so the dilution is fairly minimal If you want to build a generational company and you can build a warchest for 5% dilution you take it" [X Link](https://x.com/jasonlk/status/2005663109139370039) 2025-12-29T15:32Z 224.3K followers, 14.2K engagements "By late [----] Replit got really really good: - Context windows can be unlimited - Sub agents solving tough issues - Design mode + Fast mode It finally got great. Now imagine by late [----] if it could run 24x7 It just keeps building all the time. Not just when you are online. Not even just for hours at a stretch. But constantly 24x7. New features for you to look at already built and tested. Multiple versions of everything. 24x7 QA of everything. Autonomously building new ideas without you even asking for you to review when you log back in. Ideas you didnt even think of. That would really change" [X Link](https://x.com/jasonlk/status/2005674272564687276) 2025-12-29T16:16Z 225.6K followers, 46K engagements "You can already see hints of this today Ask Replit (or Claude): What Else Should I Build Give Me [--] Ideas To Make My App Even Better Today you get pretty darn good ideas. Far far better than 5-6 months ago. Now imagine instead of ideas the agents have already built all those features. And tested them. And thought through them. Maybe even [---] features for you to pick from. Some of our AI agents already run autonomously 24x7. But mostly for relatively low level stuff (AI SDRs). Combine the two (24x7 autonomy + very powerful Opus 4.5+ agents running inside of Replit all built for you) and youll" [X Link](https://x.com/jasonlk/status/2005697987436285983) 2025-12-29T17:50Z 224.5K followers, [----] engagements "A related deep dive here: https://www.youtube.com/watchv=5SPSoDyWo2E https://www.youtube.com/watchv=5SPSoDyWo2E" [X Link](https://x.com/jasonlk/status/2005727286566474140) 2025-12-29T19:47Z 224.5K followers, [----] engagements "@amasad @SHAQ @tadeoyerinde @Campusgrad Need Bosh too. He was coding even while playing for Heat" [X Link](https://x.com/jasonlk/status/2006019150565536202) 2025-12-30T15:06Z 225.9K followers, [----] engagements "M&A pricing can be a weird thing Meta buys Manus for $2B+ at $125m ARR Then likely abandons all that revenue. It is a distraction and in the end immaterial to Metas revenues. Whatever Meta does with it it likely wont be investing more in the current product as it is. You sell your startup in part sometimes at least on ARR multiples that in the end in many ways dont matter as the ARR is immaterial or abandoned by the acquirer Its just how it works https://twitter.com/i/web/status/2006032546685997285 https://twitter.com/i/web/status/2006032546685997285" [X Link](https://x.com/jasonlk/status/2006032546685997285) 2025-12-30T16:00Z 226.2K followers, 27.2K engagements "Look Im not criticizing. Im up for a Bud Light at The Clevelander from time to time. Id just prefer to be vibe coding. Jeff Bezos and Lauren Snchez are kicking off the new year in St. Barts. 🎉 https://t.co/G3fHZKrzRh Jeff Bezos and Lauren Snchez are kicking off the new year in St. Barts. 🎉 https://t.co/G3fHZKrzRh" [X Link](https://x.com/jasonlk/status/2006035417376706863) 2025-12-30T16:11Z 224.1K followers, [--] engagements "If you want an inside look at building for [----] here it is Will be an app explosion far greater than any prior year ever. So far. The Christmas / New Years intermission looks very different this year for apps. In past years it's always been a pretty low week. Some stuff happening but not that many new signups at RC etc. We're pushing close to all time highs this year almost no drop relative to The Christmas / New Years intermission looks very different this year for apps. In past years it's always been a pretty low week. Some stuff happening but not that many new signups at RC etc. We're" [X Link](https://x.com/jasonlk/status/2006053726944125294) 2025-12-30T17:24Z 224.7K followers, [----] engagements "Don't pick a cofounder that - has something better to do - wants to see how it goes - has a clear backup plan - sees it as risky - argues over who should be CEO - doesn't 100% believe You'll see" [X Link](https://x.com/jasonlk/status/2006389200233337064) 2025-12-31T15:37Z 226.1K followers, 20.8K engagements "Our AI SDR booked a $100k+ deal on New Year's Eve It's truly becoming a different world And it's only just begun in GTM" [X Link](https://x.com/jasonlk/status/2006525780793373126) 2026-01-01T00:40Z 225.8K followers, 20.6K engagements "The one-time wealth tax revenue is just the headline number. The real damage may be ongoing and much larger: [--]. Annual Income Tax Loss Californias top 1% pays roughly 50% of all state income tax revenue. Billionaires and their associated entities contribute disproportionately. If even 20-30 billionaires permanently relocate California loses their annual income tax estimated at $500M-$2B per year ongoing The Legislative Analysts Office acknowledged this: the state could lose hundreds of millions of dollars per year in income taxes [--]. Capital Gains Leakage When billionaires sell stock" [X Link](https://x.com/jasonlk/status/2006542440849883521) 2026-01-01T01:46Z 225.9K followers, 26.9K engagements "At what point does the one-time wealth tax not even pay for itself Lets say California nets $60B from the tax (after exodus). But they lose $3B/year in ongoing income and cap gains taxes from departed billionaires. Payback period: [--] years Except its worse than that because those billionaires were also going to keep getting richer. Pages Alphabet stake appreciates. The wealth they would have been taxed on in the future grows elsewhere. California isnt just losing current tax revenue. Theyre losing the compounding growth of the tax base itself. California already has a $45-68B structural" [X Link](https://x.com/jasonlk/status/2006545075887600087) 2026-01-01T01:56Z 225.6K followers, 20.2K engagements "What Walking It Back Looks Like Governor Newsom has already come out against the measure. But quiet opposition isnt enough anymore. If Californias leadership actually wants to stop the bleeding they need to: 1.Publicly loudly kill the measure Newsom and legislative leadership should make clear this will never become law regardless of signatures or votes 2.Commit to no wealth taxes A clear statement that California will not pursue wealth taxation period 3.Extend an olive branch Signal that California values its entrepreneurs and wants them to stay 4.Address healthcare funding honestly" [X Link](https://x.com/jasonlk/status/2006548172764754193) 2026-01-01T02:08Z 226K followers, 13.4K engagements "Boom @lennysan and I are back on AI in GTM for [----]. What is means. Who youll hire. And which will be humans and which wont .@jasonlk used to have [--] salespeople. Now he has [--] empty deskseach one labeled with an AI agent's name. His sales team went from [--] humans [---] humans + [--] AI agents. Same revenue. In his return to the podcast we discuss: 🔸 Why mid-tier SDRs/BDRs will be "extinct" within https://t.co/6ZmBCcpMSN .@jasonlk used to have [--] salespeople. Now he has [--] empty deskseach one labeled with an AI agent's name. His sales team went from [--] humans [---] humans + [--] AI agents. Same" [X Link](https://x.com/jasonlk/status/2006770682827518273) 2026-01-01T16:53Z 226K followers, 22.7K engagements "I hear you and I didnt feel this way where we started the pod. @rodriscoll and I pushed back on this. But the reality is right now you cant make money in venture with most T3D2 deals. You can build an epic start-ups as a founder and a billion dollar company. But the time the capital risks the multiples make it tough on VC. Its a reality. Not for company building but for investing. https://twitter.com/i/web/status/2006785294109155489 https://twitter.com/i/web/status/2006785294109155489" [X Link](https://x.com/jasonlk/status/2006785294109155489) 2026-01-01T17:51Z 225.5K followers, [----] engagements "@edsuh @HarryStebbings @dbmoore @saastr @rodriscoll It can Just hard to get funded and hard to land on a 4x-6x multiple post IPO" [X Link](https://x.com/jasonlk/status/2006804375004655797) 2026-01-01T19:07Z 226.1K followers, [---] engagements "@owner More on our AI agents here: Value your start-up for FREE here: Join SaaStr community FOR FREE here: https://www.saastr.com/subscribeform https://saastr.ai/ai-vc http://SaaStr.ai/agents https://www.saastr.com/subscribeform https://saastr.ai/ai-vc http://SaaStr.ai/agents" [X Link](https://x.com/jasonlk/status/2006840499890479301) 2026-01-01T21:30Z 224.6K followers, [----] engagements "2x coffee day" [X Link](https://x.com/jasonlk/status/2006864888854147292) 2026-01-01T23:07Z 226.1K followers, [----] engagements "@jeiting The almost irony that you do the extreme sports and I spend the day vibe coding" [X Link](https://x.com/jasonlk/status/2006911875926340016) 2026-01-02T02:14Z 225.5K followers, [--] engagements "There are 2-3 days a quarter I feel like quitting There are 2-3 days a quarter I'm sure it's isn't worth it You're not alone It "even" happens to me I just don't tell anyone ;) You gotta push on. That's always the answer when you have something" [X Link](https://x.com/jasonlk/status/2007113724390248756) 2026-01-02T15:36Z 226K followers, [----] engagements "@jeiting @bhalligan @bznotes I mean if just Cursor Windsurf and Scale AI had stayed" [X Link](https://x.com/jasonlk/status/2007233054025420837) 2026-01-02T23:30Z 225.7K followers, [--] engagements "Full convo here: https://youtu.be/I-R1bc1rlFssi=iWcCPzkvE1RNI4NY https://youtu.be/I-R1bc1rlFssi=iWcCPzkvE1RNI4NY" [X Link](https://x.com/jasonlk/status/2007541282886037992) 2026-01-03T19:55Z 226.1K followers, [----] engagements "And full SaaStr post here: https://www.saastr.com/jason-lenny-are-back-the-real-future-of-ai-in-sales/ https://www.saastr.com/jason-lenny-are-back-the-real-future-of-ai-in-sales/ https://www.saastr.com/jason-lenny-are-back-the-real-future-of-ai-in-sales/ https://www.saastr.com/jason-lenny-are-back-the-real-future-of-ai-in-sales/" [X Link](https://x.com/jasonlk/status/2007597695956074623) 2026-01-03T23:39Z 226.1K followers, [----] engagements "Debugging Anyone that wants to play now and help me much appreciated http://Founderscape.ai http://Founderscape.ai" [X Link](https://x.com/jasonlk/status/2007674090182873485) 2026-01-04T04:42Z 225.6K followers, [----] engagements "Ok politics aside (which I know will be tough for many but) . go apologize. Go fix a broken relationship. Just say you are sorry. It's the first Sunday of [----]. A time to do better. Even relationships that seem totally broken can sometimes be repaired. In business at home at work with old friends. Sometimes at least. An honest sincere caveat-free apology can go a long way. If there's one relationship you broke in [----] (or even before) that you regret breaking just go apologize. Pick up the phone or at least the email. No caveats. No passive voice. Own it. Apologize. No one does this. It" [X Link](https://x.com/jasonlk/status/2007918338434031785) 2026-01-04T20:53Z 226.2K followers, 28.8K engagements "@camilovilla Thank you" [X Link](https://x.com/jasonlk/status/2008043731581010310) 2026-01-05T05:11Z 226.1K followers, [---] engagements "@lennysan More on our AI agents here: Value your start-up for FREE here: Join SaaStr community FOR FREE here: https://www.saastr.com/subscribeform https://saastr.ai/ai-vc http://SaaStr.ai/agents https://www.saastr.com/subscribeform https://saastr.ai/ai-vc http://SaaStr.ai/agents" [X Link](https://x.com/jasonlk/status/2008056012771594300) 2026-01-05T06:00Z 226.1K followers, [----] engagements "@doncampbell @elevenlabsio @Replit Dunno We just used ElevenLabs web app at SaaStr London in December and it worked great So I used the API today for first time in like [--] seconds Easey peasy. Didnt really want to qualify another vendor. It just worked great. Cc @matiii https://www.saastr.com/one-reason-the-best-ai-b2b-startups-are-growing-so-quickly-truly-insane-value/ https://www.saastr.com/one-reason-the-best-ai-b2b-startups-are-growing-so-quickly-truly-insane-value/" [X Link](https://x.com/jasonlk/status/2008356278192767329) 2026-01-06T01:53Z 226.2K followers, [--] engagements "359 pending referrals on @Replit GET VIBE CODING FOLKS I NEED THE CREDITS" [X Link](https://x.com/jasonlk/status/2008955370149155205) 2026-01-07T17:34Z 226.1K followers, [---] engagements "around $10m ARR you need to hire a VP of Millennials" [X Link](https://x.com/jasonlk/status/832397704567234560) 2017-02-17T01:14Z 225.8K followers, [---] engagements "Amount of due diligence in $100m acquisiton Is about 50-100x that done in a $100m premoney round" [X Link](https://x.com/jasonlk/status/932287043928866816) 2017-11-19T16:38Z 223.6K followers, [---] engagements "not that much royal wedding on my feed who should i follow" [X Link](https://x.com/jasonlk/status/997838831922462720) 2018-05-19T13:58Z 224K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jasonlk Jason ✨👾SaaStr.Ai✨ LemkinJason ✨👾SaaStr.Ai✨ Lemkin posts on X about ai, if you, vibe coding, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 18.52% technology brands 17.46% stocks 12.17% celebrities 2.65% social networks 2.12% vc firms #317 countries 1.06% automotive brands 1.06% travel destinations 1.06% exchanges 0.53%
Social topic influence ai #4054, if you 5.82%, vibe coding #222, in the 4.76%, ipo 3.7%, open ai 3.17%, hubspot #13, future #3462, at least 3.17%, $googl 3.17%
Top accounts mentioned or mentioned by @harrystebbings @replit @rodriscoll @tbpn @grok @hubspot @salesforce @johncoogan @jordihays @saastrfund @samdblond @scottmartinis @billcrosby @mofrymatic @a16z @daltonc @antonosika @mighty7693524 @saastr @balajis
Top assets mentioned Alphabet Inc Class A (GOOGL) Salesforce Inc (CRM) Tesla, Inc. (TSLA) CoreWeave, Inc (CRWV) Klarna Group plc (KLAR) Hinge Health, Inc. (HNGE) Spotify Technology (SPOT)
Top posts by engagements in the last [--] hours
"Full session here: https://youtu.be/gjFBdGcajVAsi=UuEkOoECSHiDnmT9 https://youtu.be/gjFBdGcajVAsi=UuEkOoECSHiDnmT9"
X Link 2026-02-12T14:11Z 230K followers, [----] engagements
"What seems crazy is that the stock markets decided in January AI was a massive threat to existing B2B leaders The threat has been there for quite some time. Especially since Claude [---] What seems less crazy is having great uncertainty about what B2B software will look like in 2027+ I myself am less and less sure every week that goes by https://twitter.com/i/web/status/2021977589188112791 https://twitter.com/i/web/status/2021977589188112791"
X Link 2026-02-12T15:59Z 230K followers, [----] engagements
"One of my favorite all-time answers on Quora "How much money did Benchmark lose on Webvan" This is how venture capital works. https://qr.ae/pKcwCS https://qr.ae/pKcwCS"
X Link 2023-12-28T17:59Z 229.7K followers, 50.4K engagements
"One of the best CEOs I know said to me the other day "I wish we'd never allowed work from home I know this is a complex issue even today and for many a triggering one. What I can tell you in my ecosystem is the fastest moving and fastest growing startups I've invested in are either 100% returned to office (with some exceptions but as a baseline) or 100% distributed. Now the ones that are 100% return to office often are more flexible than pre-2020. Few are as 100% as pre-2020. But they are [--] days a week in the office as a base with the hiring trade-offs that come with that. They generally"
X Link 2025-10-22T14:37Z 229.8K followers, 44.8K engagements
"What happened in [----] IPOs if you bought near the peak: Figma (FIG): -74% 📉 Circle (CRCL): -73% 📉 CoreWeave (CRWV): -58% 📉 Klarna (KLNA): -38% 📉 Omada (OMDA): -31% 📉 Chime (CHYM): -30% 📉 Hinge Health (HNGE): -27% 📉 eToro (ETOR): -21% 📉 Average decline from peak: -44% The lesson IPO euphoria is expensive. Even the "winners" (Circle +164% from IPO CoreWeave +93%) crashed 60-70% from their peaks. Day-1 pops don't equal sustainable returns. Patience pays in IPOs. https://twitter.com/i/web/status/1990940334575047011 https://twitter.com/i/web/status/1990940334575047011"
X Link 2025-11-19T00:29Z 229.9K followers, 20.6K engagements
"Wondering what it's like to sell @Replit @cursor_ai @OpenAI or @harvey Have some fun and try selling any of them at SaaStr's Real questions real objections & win cool stuff http://VaporSell.ai http://VaporSell.ai"
X Link 2025-12-11T19:13Z 229.3K followers, 11.6K engagements
""Who Is The VC Fund of the Year @benchmark vs @a16z vs @HummingbirdVC vs @creandum" with @HarryStebbings @rodriscoll + me"
X Link 2025-12-29T20:16Z 230K followers, [----] engagements
"We're Baaaack [----] May 12-14 [----] in SF Bay 🌇40 Acre Campus 🚀10000+ of Best in AI+B2B 👩🏫200+ Sessions + AI Agent Workshops 🤗2000+ 1-on-1's The Secrets to Scaling In the Age of AI http://SaaStrAnnual.com http://SaaStrAnnual.com"
X Link 2026-01-08T03:35Z 229.2K followers, 24.2K engagements
"I'm a co-investor with a mega VC fund we don't talk about as much here but they are wildly successful in many top IPOs and top decile returns. And they have a really simple way they do follow-on checks: ✅If the company is doing well they increase their ownership in each round. Period. They don't need to be on track for a $100B exit . at that time. They don't need ElevenLabs growth . at that time. They just need Very Good Growth and to be doing better and better than before . and they increase ownership in every round. Period. No debate no drama. And they just tell the founders that. Does this"
X Link 2026-01-26T21:38Z 230K followers, 37K engagements
"Per latest data from @cartainc from 2023-2025: VC Deals Up Only 3% But Dollars Up 130% From Q1 [----] to Q4 [----] the number of deals went from [---] to [---]. Basically flat. But dollars deployed $12.8B to $29.5B. That's 2.3x. VCs aren't writing more checks. They're writing much bigger checks to fewer companies. Average round size nearly doubled from $16M to $36M. This is why some founders say fundraising has never been easier while others say it's impossible. They're both rightthey're just in different buckets. It's not a venture recovery. It's a venture concentration."
X Link 2026-01-27T04:08Z 229.4K followers, [----] engagements
"SaaStr AI Day Live: The Human + Agent Sales Org with Salesforce https://x.com/i/broadcasts/1OyJAjWqMjgxb https://x.com/i/broadcasts/1OyJAjWqMjgxb"
X Link 2026-01-28T18:04Z 229.5K followers, 226.9K engagements
"Replit says use @HubSpot. (Right or wrong) These are the battles you just have to win in 2026+ AI Agents Have Favorites. You Need To Be One Of Them"
X Link 2026-01-29T18:48Z 229.8K followers, [----] engagements
"Me a week ago: "Claude what would it be like if 100s of agents could talk to each other" Moltbook built this [--] hours ago Now 30000+ AI Agents talking to each other. In [--] week will probably be 100000+. Hard to keep up with the pace of the future happening right now [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents 👀 [----] humans browsing at any moment 📈 and accelerating agents are joining faster than we can count them. communities spawning every few minutes. the moltys aren't waiting for us to build features they're building [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents"
X Link 2026-01-30T16:28Z 229.4K followers, 29.8K engagements
"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 lead to folks not wanting to meet: #1. Scheduling short 15-25 VC minute calls back to back Look I get the efficiency here. But if a VC is very interested theyll want more than 15-25 minutes. Maybe . give it room to breath. Maybe telling them you have to run to another VC pitch is a power move. Maybe But it can also push an investor into a Maybe Not. #2. Not providing more info when asked Some VCs dont want more info before a first pitch. I"
X Link 2026-01-31T21:50Z 229.4K followers, 59.3K engagements
"Ok what's SaaStr AI Agent playbook We've put it all together in a NEW eBook. All the vendors all the workflows all the metrics how it all works. Grab it here - https://saastr.ai/ai-agents-playbook https://saastr.ai/ai-agents-playbook"
X Link 2026-02-01T03:11Z 229.3K followers, 15.6K engagements
""Our AI closed a $100k deal on its own on a Saturday night." How does SaaStr use @salesforce Agentforce "We started with the leads humans didn't want to follow up with." @tbpn @johncoogan @jordihays"
X Link 2026-02-01T11:10Z 229.8K followers, 24.9K engagements
"http://x.com/i/article/2017356851990704128 http://x.com/i/article/2017356851990704128"
X Link 2026-02-01T16:36Z 229.8K followers, 192.1K engagements
"@compound248 @grok how does this even make sense"
X Link 2026-02-01T23:23Z 229.6K followers, 23K engagements
"Not just talks. At SaaStr AI [----] we're running 100s of hands-on workshops where you'll build actual AI workflows for your company. Sales. CS. Product. Ops. Leave with something you can deploy Monday. May 12-14. SF Bay"
X Link 2026-02-02T01:06Z 229.9K followers, [----] engagements
"I was just showing what Replit recommended as a important trend (agent-based discovery) I would argue right now Salesforce is the biggest beneficiary of the third party agentic movement as most folks building agents seem to be building on that platform But of course that could change and HubSpot is very strong with SMB+ https://twitter.com/i/web/status/2018184985245888697 https://twitter.com/i/web/status/2018184985245888697"
X Link 2026-02-02T04:49Z 229.7K followers, [---] engagements
""We went from [--] humans in sales to [----]. We do about the same. Why The agents don't mind chasing small deals. They never quit." @tbpn"
X Link 2026-02-02T11:12Z 229.3K followers, 15.8K engagements
"I'm much more interested in folks building the agents that make CRM much more useable powerful and automated (Qualified Artisan Monaco Vivun even Agentforce itself) The new CRMs may do this themselves and they will and should and then they may well win If they are better than the top agent vendors or at least close they may win But also the agent players build on top of Salesforce (mainly) and HubSpot et al. They make it much more powerful and extensible and easy-to-use. We'll see. Right now I don't really care about "CRM" anymore. We have [--] AI Agents from [--] vendors (including Agentforce) +"
X Link 2026-02-02T16:12Z 229.8K followers, [----] engagements
"@GaelBreton Im with you. But while Moltbook is arguably us all being Punkd and perfomative AND doesnt even need Openclow to use it it does suggest a future that could be here soon Agent2agent communication i think will be a big deal at least in B2B"
X Link 2026-02-03T16:02Z 229.3K followers, [----] engagements
"@dee_bosa Micro apps are a killer use case N = [--] user"
X Link 2026-02-04T19:58Z 229.5K followers, [----] engagements
"Super excited to have @Lovable join us as Platinum Partner for SaaStr AI [----] (May 12-14 in SF Bay) and sponsor both our mobile app and AI Networking Lounge The Secrets to Scaling in the Age of AI . will all be shared. SaaStr AI 2026"
X Link 2026-02-04T21:47Z 229.7K followers, 38.9K engagements
""GEO is nice. But what you really want to show up in What the top AI Agents you use say to buy." @tbpn"
X Link 2026-02-05T11:18Z 229.5K followers, [----] engagements
"@daltonc @TurnerNovak @Standard_Cap yeah that sounds like enough just can't do the classic 1-2 per partner at Series A and Later model to work i don't think Not unless have a lot of partners (like YC) I think it's very smart"
X Link 2026-02-05T16:31Z 229.5K followers, [--] engagements
"Note this tweet well. @antonosika is kindly sharing what vibe coding is really being used for today top [--] use cases Rapid prototyping of apps without taxing engineering is #1 use cases. The killer use case today. Building simple B2B apps is #4. Simple ones. Lovable is now the second-fastest growing software product among businesses on Ramp. These are the main use cases for Lovable in businesses right now: 1/ Rapid prototyping without waiting on engineering 2/ Building internal tools that actually match your process and needs 3/ https://t.co/wvNN73tpvK Lovable is now the second-fastest growing"
X Link 2026-02-05T21:19Z 230K followers, 24K engagements
"Don't love your job I hear you. But trust me -- don't quit. At least 99% of you shouldn't. Most jobs in tech aren't as rewarding as we'd hoped. In the end being an FDE is endless deployments. A mid-level PM working on yet another update to an agent Yawn. Selling the same product to an ever shrinking patch in sales may not be that great. But the honest truth is every B2B CEO I know: - Wants to get even leaner - Doesn't think half their team is the right one for Age of AI - Wants to backfill departures with AI Before you quit before you take off just make sure there's a decent chance there's"
X Link 2026-02-05T21:58Z 229.6K followers, 14.1K engagements
"At SaaStr AI Annual [----] we're not doing a single "what is AI" panel. 🛠Every session assumes you're already building with it. 🚀The question is how to go faster. May 13-15 SF Bay Area"
X Link 2026-02-06T01:41Z 229.5K followers, [----] engagements
"@Mighty7693524 @antonosika Yup. Gamma does that well"
X Link 2026-02-06T13:00Z 229.5K followers, [--] engagements
"I didnt understand it either at the time But now I am basically living it. We have [--] AI Agents running on top of our CRM + marketing automation. They are well trained the guardrails are real and hallucinations still happen but are minor. And they are where the value is (AI sales AI marketing AI support etc.). Even for Salesforce we now get the most value from Agentforce + using it as in essence the hub for our other AI agents"
X Link 2026-02-06T15:11Z 229.6K followers, [----] engagements
"Your customers will teach you how to go from $1m to $100m ARR you just have to listen True especially if your initial TAM seems quite small"
X Link 2026-02-06T15:36Z 229.6K followers, [----] engagements
"The best AI Agents I've seen aren't from big labs. They're from B2B founders who rebuilt their entire product around agents in the last [--] months. You'll meet them at SaaStr AI Annual [----]. May 12-14 in SF Bay"
X Link 2026-02-07T01:41Z 229.7K followers, [----] engagements
""How will traditional B2B and SaaS companies win if they have to pay huge inference costs AND huge sales & marketing costs They probably can't" with @HarryStebbings @rodriscoll + me"
X Link 2026-02-07T12:04Z 229.8K followers, [----] engagements
"Be kind To your coworker that made a mistake even a big one Be kind To your cofounder that was great for a while but just can't go much further Be kind To your boss that did great things for you even if later they took advantage Be kind To the ones that tried"
X Link 2026-02-07T15:33Z 229.7K followers, [----] engagements
"Its so annoying. Worst ever was selling Google Domains to Squarespace. Having said that one thing I did learn as a VP at Adobe is how brutally distracting these products that dont have material usage or revenue are. They take mindshare devs etc. to maintain and no matter how big you are these are still fixed resources. Probably should drop more if could get away with it https://twitter.com/i/web/status/2020175917268758979 https://twitter.com/i/web/status/2020175917268758979"
X Link 2026-02-07T16:40Z 229.6K followers, [----] engagements
"Some startups explode out of the gate Some take years to hit their stride and then rocket The IRR is in the former The epic multiple is often in the latter"
X Link 2026-02-08T15:28Z 229.8K followers, [----] engagements
"@levie Were already there with Salesforce e.g. we have 10+ AI Agents running on top of it (including Agentforce) The big question is who reaps the benefits We pay much more for the agents than we pay for Salesforce CRM itself"
X Link 2026-02-08T16:29Z 229.8K followers, [----] engagements
"Super excited to have @Replit as a Diamond Sponsor for SaaStr AI [----] - Meet the team - Try the platform that powers SaaStr AI apps - Join the outdoor vibe coding platform build your own app - Chill with the team in the Speakeasy [----] May 12-14 in SF Bay The Future of B2B + AI http://SaaStrAIAnnual.com https://twitter.com/i/web/status/2020991175117898184 http://SaaStrAIAnnual.com http://SaaStrAIAnnual.com https://twitter.com/i/web/status/2020991175117898184 http://SaaStrAIAnnual.com"
X Link 2026-02-09T22:40Z 229.6K followers, [--] engagements
"Last year the hot topic at SaaStr AI was "how should we add AI to our product" 💥This year at SaaStr AI [----] the conversation is: "How do we compete when AI agents are replacing our entire category" May 12-14 in SF Bay. [-----] of the Best in B2B + AI"
X Link 2026-02-10T01:46Z 229.7K followers, [----] engagements
"If you're a founder and you haven't shipped an AI agent yet come to SaaStr AI [----]. We'll help get you live. If you have come show the rest of us what's possible. May 13-15 SF Bay Area"
X Link 2026-02-10T01:47Z 229.9K followers, [----] engagements
"RT @saastr: "How to get an AI SDR actually working Start with the leads you aren't already following up with very well.""
X Link 2026-02-12T03:56Z 230K followers, [--] engagements
"I love our AI agents and I love vibe coding and I love [----] But man anyone who doesn't think this is going to lead to lots of relatively smaller companies and layoffs isn't in the game The honest truth: - Most CEOs at scale don't think they need half their teams - AI Agents are getting much much better even month - We're doing the same with [--] humans and [--] AI agents as we did with 10+ humans and [--] agents - No one wants to run bloated companies anymore Hide from it if you want. I wouldn't. https://twitter.com/i/web/status/2021715620551925929 https://twitter.com/i/web/status/2021715620551925929"
X Link 2026-02-11T22:39Z 230K followers, [----] engagements
"A related post here: https://www.saastr.com/the-1-conceit-in-b2b-at-scale-masking-a-slowdown-in-net-new-customers/ https://www.saastr.com/the-1-conceit-in-b2b-at-scale-masking-a-slowdown-in-net-new-customers/"
X Link 2026-02-12T05:38Z 230K followers, [----] engagements
"We're back 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 👉 https://t.co/XEi0WLFW6L Youtube 👉 https://t.co/YUtpmd3VsB 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 👉 https://t.co/XEi0WLFW6L Youtube 👉 https://t.co/YUtpmd3VsB"
X Link 2026-02-12T16:51Z 230K followers, [----] engagements
"Best place for a board meeting"
X Link 2026-02-12T17:42Z 230K followers, [----] engagements
"Workday has 98% GRR at $9 Billion in ARR No one leaves Ever"
X Link 2025-04-08T17:24Z 230K followers, 29.4K engagements
"Today Thiel Sacks and Page prepare to leave California tomorrow. - Offices opened in Miami and Austin today by Thiel - Drivers Licenses Changed - Homes already owned California has approximately [---] billionaires about a quarter of the U.S. total. The tax was estimated to raise $100B from [---] of them. But as they scatter to Miami Austin and beyond that number could shrink fast. It has already begun"
X Link 2026-01-01T01:10Z 230K followers, 600.4K engagements
".@a16z: "It's Only The Top 5% of VC Funds That Matter""
X Link 2026-01-23T04:05Z 230K followers, 45.7K engagements
"Its not enough to be a people person anymore in sales marketing support success and GTM. Not even close. Heres a test I want every GTM exec to try right now: Upload your companys pitch deck http://x.com/i/article/2013674232857731072 http://x.com/i/article/2013674232857731072"
X Link 2026-01-25T21:54Z 230K followers, 39.6K engagements
""More and more we'll pick the vendors our AI Agents just tell us to." @tbpn @johncoogan @jordihays "I picked Resend WorkOK and other app -- because the AI Agent told me to.""
X Link 2026-02-03T11:14Z 230K followers, [----] engagements
"We've spent the last year rebuilding SaaStr with 20+ AI agents. Revenue is up 47%. Team down to [--] humans. It's been the most intense learning curve of my career. I'm sharing all of it at SaaStr AI [----]. May 12-14. SF Bay"
X Link 2026-02-04T01:07Z 230K followers, [----] engagements
""The problem today in seed investing Anyone can vibe code something that is . pretty darn good." @tbpn @jordihays @johncoogan "But you're not going to vibe code Salesforce. Even if you could you couldn't maintain it. Not really.""
X Link 2026-02-04T11:16Z 230K followers, [----] engagements
"Gotta be honest so far cant tell the difference between Opus [---] and 4.5"
X Link 2026-02-06T15:24Z 230K followers, 13.8K engagements
"There are many strong arguments re: how vibe coding will utterly disrupt traditional enterprise software SaaS etc. But please please please before you say so with such extreme certainty Actually vibe code an app into full production yourself without a developer. And get even just 1000+ folks to use it and ideally anyone to pay for it. Then support those paying customers. Then lets talk. Youll have a much better sense then. (I say this as the worlds biggest fan of vibe-coding and our SaaStr AI apps built on @Replit have been used almost [-------] times.)"
X Link 2026-02-07T16:27Z 230K followers, 15.2K engagements
"SaaS isnt dead even with the massive sell off this year (and really since July 2025) But what is dead is the classic pattern and way to scale: - [--] maybe [--] players take over a space by $20m ARR - Massive sales & marketing spend gets you to $100m+ ARR often takes years - Product then mostly stagnant quarterly releases big platform advance only every [--] years or so - High NRR of 130%+ in enterprise 110%+ in SMBs basically on autopilot - Customers happily renew and keep spending more with you That is dead Its been replaced with: - Prototype built in days - AI creating 100s of new competitors many"
X Link 2026-02-09T00:39Z 230K followers, 16.3K engagements
"Databricks is accelerating at $5B+ ARR https://t.co/lA4iJYU4Fs https://t.co/lA4iJYU4Fs"
X Link 2026-02-09T21:34Z 230K followers, 26.7K engagements
"Founders appreciate sales reps that crush their number Founders truly love sales reps that do that but are also brand ambassadors"
X Link 2026-02-10T15:37Z 230K followers, [----] engagements
"When was the last time you were excited to buy a pre-AI SaaS tool When was the last time you felt like you were overpaying on a renewal for a pre-AI SaaS tool and thought about cancelling Hence the markets"
X Link 2026-02-10T16:30Z 230K followers, [----] engagements
"The 10x+ ARR Club has really really shrunk for public B2B companies From 60% in [----] to 5% today Asana might be the biggest faller. From 89x ARR to 3x ARR"
X Link 2026-02-10T23:22Z 230K followers, [----] engagements
"@balajis Oh yeah Im with you. He gets hit the hardest. Just didnt leave 12/31/25. Wonder if hes hedging his bets so can decide by May or so. Has house probably office but will wait until May to decide if to move for real"
X Link 2026-02-11T16:20Z 230K followers, [---] engagements
"@shay_yawn @HubSpot Yeah exactly"
X Link 2026-02-12T05:33Z 230K followers, [---] engagements
"Capital One just announced its acquiring Brex for $5.15 billion. An incredible top 0.1% exit in less than [--] years from a category creator that created massive wealth and opportunities. A huge http://x.com/i/article/2014744155025760257 http://x.com/i/article/2014744155025760257"
X Link 2026-01-23T17:01Z 230K followers, 567.6K engagements
"Moltbook was/is a fascinating look at the future that will be and might be soon It also is the greatest example of us all being punkd and mocked in a very long time This is my agent Wren posting on Moltbook"
X Link 2026-02-08T16:33Z 230K followers, 32.3K engagements
"Super excited for Monaco Its also our latest AI Agent at SaaStr itself and well show you how it works and its pretty disruptive Its AI Agent literally sets up customer calls for us. Autonomously. Super cool and we will demo soon on AI Workshop Wednesday. We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived. https://t.co/mH03HIOdx8 We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived."
X Link 2026-02-11T16:09Z 230K followers, 46.3K engagements
"Everyone has an AI strategy. Almost nobody has agents in production. That's the gap. 🚀Get ahead of the pack. Take [--] day our and join '26 our first-ever AI GTM Agent Summit inside of SaaStr AI [----]. May [--] SF. One day. One mission. Deploy your AI agents. No more excuses. http://SaaStrDeploy.com http://SaaStrDeploy.com"
X Link 2026-02-11T20:55Z 230K followers, [----] engagements
"AI ARR is insane It's just sometimes . A = not really annual R = may not recur R = might not really be revenue if pass through But Carry On"
X Link 2026-02-11T21:54Z 230K followers, [----] engagements
"You can hide from a lot of things. But the most important metric of all is Net New Customers. Period. They are your future. Congrats to @HubSpot - My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. Bet on the leaders adding material net new customers. Run from the ones that arent. Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the entire HubSpot team for delivering another great quarter. My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. (Yes you read"
X Link 2026-02-12T01:37Z 230K followers, 13.9K engagements
"If you are growing just not fast enough The #1 thing to do is to make sure you stay in the game It still compounds"
X Link 2026-02-12T15:28Z 230K followers, [----] engagements
"@Jack_Raines I mean at least $2B. Thats still 50% of Wix"
X Link 2026-02-12T15:41Z 230K followers, [----] engagements
"@boothchris Yeah soon will be leaving WordPress as our front end. Not yet but soon"
X Link 2026-02-12T21:11Z 230K followers, [--] engagements
"But here's what I know after [--] months of running 20+ AI agents across our entire go-to-market at SaaStr with just [--] humans and a dog: $4.8 million in additional pipeline sourced by agents. $2.4 million in closed-won revenue. Deal volume more than doubled. Win rates nearly doubled. And none of it cannibalized our existing inbound https://t.co/WNuRiK6Frn https://t.co/WNuRiK6Frn"
X Link 2026-02-12T22:27Z 230K followers, [----] engagements
"My take on Californias One-Time Billionaire Tax. Its much worse than it looks. 📉 Will it pass Yes likely. It only needs 50%+1 voter approval. SEIU + CTA have done this beforeProp [--] won 63% in [----]. ⚖ Will it get tied up in litigation Almost certainly. Retroactive wealth tax on a tax type CA has never had = due process challenges. Billionaires have the legal budgets for years of fights. 👋 But its clearly only the start. The goal is an annual tax not one-time. And the target is $25m-50m net worth folks including illiquid foldings (early stage founders raising a Series B). The one-time"
X Link 2026-01-11T21:03Z 230K followers, 796.5K engagements
"Okta The Quiet Ocean of Stability"
X Link 2026-02-05T16:53Z 230K followers, [----] engagements
"At SaaStr we replaced 85% of our team with AI agents and grew revenue 47%. Crazy Maybe. But a 30+ other SaaStr AI [----] speakers have similar stories. Come hear what's real. May 13-15 in SF Bay. SaaStr AI 2026"
X Link 2026-02-12T01:03Z 230K followers, [----] engagements
"More here: https://www.saastr.com/the-rise-of-invisible-unemployment-in-tech-2026-will-be-the-year-when-everything-really-changes/ https://www.saastr.com/the-rise-of-invisible-unemployment-in-tech-2026-will-be-the-year-when-everything-really-changes/"
X Link 2026-02-12T03:48Z 230K followers, [----] engagements
"http://x.com/i/article/2019111591984386048 http://x.com/i/article/2019111591984386048"
X Link 2026-02-04T18:17Z 230K followers, 61.5K engagements
"http://x.com/i/article/2019810807010447361 http://x.com/i/article/2019810807010447361"
X Link 2026-02-06T17:00Z 230K followers, 51.6K engagements
"Super excited to have @Replit as a Diamond Partner for SaaStr AI [----] - Meet the team - Try the platform that powers SaaStr AI apps - Join the outdoor vibe coding platform build your own app - Chill with the team in the Speakeasy SaaStr AI [----] May 12-14 in SF Bay 🚀The Future of B2B + AI https://twitter.com/i/web/status/2020992231822516406 https://twitter.com/i/web/status/2020992231822516406"
X Link 2026-02-09T22:44Z 230K followers, [----] engagements
"http://x.com/i/article/2020896095786971136 http://x.com/i/article/2020896095786971136"
X Link 2026-02-10T17:23Z 230K followers, 16.3K engagements
""Struggling to get going in AI for Go To Meeting - Start with something that isn't getting done - Don't ask an AI Agent to do something a human needs to do - But DO copy your best human in GTM. Copy what works for a human first.""
X Link 2026-02-11T11:02Z 230K followers, [----] engagements
"Special days: First $1m month First $1m deal First $1m week . First $1m day #celebrate"
X Link 2026-02-11T15:37Z 230K followers, [----] engagements
"The latest on what we've vibe coded on @replit and more: Our AI VP Marketing and our AI Sponsor Portal https://x.com/i/broadcasts/1ZkKzZYmkqRKv https://x.com/i/broadcasts/1ZkKzZYmkqRKv"
X Link 2026-02-11T18:23Z 230K followers, [----] engagements
"Why we replaced a $10K sponsor portal app with a homegrown one vibed on @Replit It wasn't to save money. But: - Existing vendors too slow no AI at all in their apps in [----] - Want ability to pick booths dynamically in app. No one could supply this. - Needed to do unique things like "Customer Passes" that other customers didn't need so no vendor would build - Would take a human 100+ stressful hours to manually interact with commercial tool and upload data for 150+ sponsors. Now we don't need those humans. Who also would make lots of mistakes"
X Link 2026-02-11T18:42Z 230K followers, [---] engagements
"More on all our AI agents here: Grab 20% OFF SaaStr AI [----] (May 12-14) with my VIP pass here: Grab FREE guide to AI Sales Agents here: https://saastr.ai/ai-agents-playbook https://www.saastrannual2026.com/buy-ticketspromo=jason20 http://SaaStr.ai/agents https://saastr.ai/ai-agents-playbook https://www.saastrannual2026.com/buy-ticketspromo=jason20 http://SaaStr.ai/agents"
X Link 2026-02-12T00:30Z 230K followers, [----] engagements
""Can AI SDRs really work for outbound Yes but start with what you have: - Start with traffic on your website - Try lapsed customers - Remarket to lapsed customers Use AI for expansion. Start your AI Agent on folks in your base no one is following up with now.""
X Link 2026-02-12T11:03Z 230K followers, [----] engagements
"Actually of our 20+ AI Agents we pay for [--] on outcome-based pricing Its not that outcome-based pricing is a bad idea But honestly its not that important. The AI Agent delivering massive ROI is what matters. Pricing models cant turn crappy ROI into high ROI. Or vice-versa. https://twitter.com/i/web/status/2022137410948399483 https://twitter.com/i/web/status/2022137410948399483"
X Link 2026-02-13T02:35Z 230K followers, [----] engagements
"This does happen but its almost unheard of for founders still running a company to make nothing in a material exit The acquirer wants the most consideration to go to the team the least to the VCs A liquidation preference is hardly set in stone especially if retention is structured outside of it Whats even more common is a deal like this: - Startup raises $40m - Company acquired for $40m (but not really $40m) - Founders and execs get $20m-$30m in retention etc - Investors get $10m There are a surprising number of deals where the headline number isnt tiny and the VC make [--] or a negative return"
X Link 2025-12-10T20:23Z 223.1K followers, 24.5K engagements
"Ive been using Replit for [--] months and probably [---] hours in And just saw this feature now Exposing features once you are feature-rich is a non-trivial task"
X Link 2025-12-11T23:57Z 222.5K followers, [----] engagements
"@CoenHees If I understand the thread I think you cancelled because you have small headcount and high # of contacts to email We do too I think HubSpot just isn't optimized for this use case"
X Link 2025-12-12T16:30Z 223.4K followers, [----] engagements
"@OnlyCFO One thing folks don't get in Salesforce CRM is becoming the hub for AI GTM agents You really need salesforce as the hub for them to work All our core AI GTM agents run directly on top of Salesforce and Salesforce data "
X Link 2025-12-12T22:03Z 223.5K followers, [----] engagements
"2025 in the end was better for IPOs than 2022-2024 but still pretty Meh per @WSJ But [----] (plus or minus) Databricks Anthropic OpenAI SpaceX Canva Stripe etc Probably will be the great stretch for IPOs of all time. Well see"
X Link 2025-12-13T15:44Z 223.9K followers, [----] engagements
"I wasn't getting what I wanted out of OpenAI api this morning so switched over to Anthropic -- for this feature Took about [--] seconds to "hot swap" per @Benioff's point on LLMs as the new disk drives I don't think LLMs are quite a commodity but switching costs can be mighty low"
X Link 2025-12-13T16:39Z 222.6K followers, [----] engagements
"@twentyminutevc @HarryStebbings @rodriscoll 7/ "If ChatGPT went away tomorrow we'd survive. We'd complain Twitter would explode and in a week we'd move on. This is why Sam called the code red." @jasonlk [----] is going to be even more disruptive than 2025"
X Link 2025-12-13T20:36Z 222.9K followers, [----] engagements
"@twentyminutevc @HarryStebbings @rodriscoll Full post and convo here: https://www.saastr.com/20vc-x-saastr-the-1-4-trillion-ipo-wave-coming-in-2026-spacex-anthropic-and-databricks-will-change-everything/ https://www.saastr.com/20vc-x-saastr-the-1-4-trillion-ipo-wave-coming-in-2026-spacex-anthropic-and-databricks-will-change-everything/ https://www.saastr.com/20vc-x-saastr-the-1-4-trillion-ipo-wave-coming-in-2026-spacex-anthropic-and-databricks-will-change-everything/"
X Link 2025-12-14T00:26Z 222.9K followers, [----] engagements
"Per @WSJ OpenAI has gone from just a [--] month cliff for equity vesting now to no cliff at all And will spend $6 Billion this year on employee equity Even at OpenAI the war for talent never ends"
X Link 2025-12-14T02:46Z 223.1K followers, 27K engagements
"When you get a bit desperate to make a hire You ignore the flags. Always backfires"
X Link 2025-12-14T15:28Z 222.6K followers, [----] engagements
"Notion: $2M seed $11B in [--] years. A great case study on growing into your valuation The journey: 2013: $2M seed 2019: $3M ARR $800M val (267x) 2020: $13M ARR $2B val (154x) 2021: $31M ARR $10B val (322x) peak ZIRP froth 2022: $67M ARR $10B val (149x) 2023: $250M ARR $10B val (40x) 2024: $400M ARR $10B val (25x) 2025: $600M ARR $11B val (18x) today 1Revenue grew 19x in [--] years. Valuation moved 10%. That's how you fix a stretched multipleyou don't. You outgrow it. 2The AI kicker: 50%+ of customers now pay for AI eatures up from 10-20% last year. They bundled AI into Business/Enterprise tiers."
X Link 2025-12-16T02:30Z 224K followers, 76K engagements
"In early [----] it will be time to rebuild SaaStr University [-----] founders have used it to learn GTM its free courses and its great. But its also time to rebuild it. So the question is: - Use existing platform - Pick a new platform or - Build it in @Replit Im thinking on it. If off the shelf works buy it. Software is still cheap even today if you include soft costs. But there are things I want to do in SaaStr University [---] that none of the course software platforms do. Not to my knowledge. And I want to do some very cool stuff with AI. So I will probably build the [---] version myself in"
X Link 2025-12-16T16:10Z 223.9K followers, [----] engagements
"Does SpaceX's growth rate justify a $1.5 Trillion IPO We will see"
X Link 2025-12-16T18:20Z 222.6K followers, [---] engagements
"I'd like to add someone to help me with @saastrfund This is primarily an in-bound venture role and a chance to learn If you know what the best looks like at $10k MRR in B2B+AI email me"
X Link 2025-12-16T21:32Z 224K followers, [----] engagements
"% of Free edition SMB users that convert to paid: 1%-5% typically % of Free Pilot customers in Enterprise that pay nothing that then magically convert to paid at end of a free pilot: 0.00000000001%"
X Link 2025-12-17T15:37Z 223.2K followers, [----] engagements
"20 AI Agents in Production: Inside the AI GTM Revolution with @kylecnorton [--] things every CRO/CMO needs to know: 1AI agents are better than mid-pack SDRs now. Not the bestbut better than average. That's enough to change everything. 2Deploying the first agent is YOUR job. If you haven't trained one yourself you're becoming obsolete. 3Pick [--] vendors not [--]. Each agent takes [--] days to train. Bakeoffs of 8-10 are impossible. 4Don't sign until you've talked to your Forward Deployed Engineer. Deployment support features. [--] AI-infused teams are 3x more productive. Kyle's team at Owner is proof. $3m"
X Link 2025-12-17T17:27Z 223.9K followers, [----] engagements
"Holy cow @higgsfield_ai's growth north of a $100000000 run rate is likely almost nothing I've personally seen before Huge kudos to the team proud supporting investor at @saastrfund and proud customer since Day [--] or so A "quiet" giant in AI + video"
X Link 2025-12-17T22:47Z 223.1K followers, [---] engagements
"Holy cow @higgsfield_ai's growth north of a $100000000 run rate is like almost nothing I've personally seen before Huge kudos to the team proud supporting investor at @saastrfund and proud customer since Day [--] or so A "quiet" giant in AI + video"
X Link 2025-12-17T22:53Z 223.1K followers, [----] engagements
"Ok this AI deal is a super super smart one. @salesforce is acquiring @tryqualified We use both for our AI GTM Agents. This will enable Agentforce and AI agents at Salesforce to scale much much faster. Qualified is like an Agentforce "light" but it's still super powerful and very easy to deploy. 🔥 and big congrats @kswensrud + team (and @Benioff + team ofc) Super duper smart. In GTM maybe the smartest M&A I've seen so far. At least in [----] ;) https://twitter.com/i/web/status/2001457386251227510 https://twitter.com/i/web/status/2001457386251227510"
X Link 2025-12-18T01:00Z 224K followers, [----] engagements
"More here: https://www.saastr.com/why-salesforce-acquiring-qualified-is-maybe-the-smartest-ai-gtm-deal-of-2025/ https://www.saastr.com/why-salesforce-acquiring-qualified-is-maybe-the-smartest-ai-gtm-deal-of-2025/ https://www.saastr.com/why-salesforce-acquiring-qualified-is-maybe-the-smartest-ai-gtm-deal-of-2025/ https://www.saastr.com/why-salesforce-acquiring-qualified-is-maybe-the-smartest-ai-gtm-deal-of-2025/"
X Link 2025-12-18T01:06Z 223.1K followers, [----] engagements
"@kylecnorton Full post and convo here: https://www.saastr.com/the-present-and-future-of-ai-in-sales-and-gtm-a-deep-dive-with-jason-lemkin-and-kyle-norton-cro-at-owner/ https://www.saastr.com/the-present-and-future-of-ai-in-sales-and-gtm-a-deep-dive-with-jason-lemkin-and-kyle-norton-cro-at-owner/ https://www.saastr.com/the-present-and-future-of-ai-in-sales-and-gtm-a-deep-dive-with-jason-lemkin-and-kyle-norton-cro-at-owner/ https://www.saastr.com/the-present-and-future-of-ai-in-sales-and-gtm-a-deep-dive-with-jason-lemkin-and-kyle-norton-cro-at-owner/"
X Link 2025-12-18T04:29Z 223.1K followers, [----] engagements
"The Great B2B Bifurcation of [----] Palantir +142%. HubSpot -51%. Despite the fact both businesses end the year pretty strong. Some patterns from the top [--] B2B / SaaS public companies: What's working: 🔼AI-native infrastructure (Palantir Cloudflare MongoDB) 🔼Mission-critical + high switching costs (CrowdStrike Palo Alto Veeva) 🔼Usage/consumption pricing aligned with AI workloads What's struggling: 🤷♀Horizontal platforms with seat-based pricing SMB-heavy customer bases 🤷♂"Nice-to-have" positioning in budget conversations 👎 "Copilots" that aren't real high ROI agents The nuance matters: -"
X Link 2025-12-18T23:34Z 226.2K followers, 21.8K engagements
"@Streamr_App Elon said it freed him to do SpaceX + Tesla He didnt know he needed that freedom. But it freed him"
X Link 2025-12-19T02:00Z 224K followers, [----] engagements
"A truly high performing team gets brought down by even one mediocre player The better the team the faster you have to root the mediocre out"
X Link 2025-12-19T15:36Z 223.3K followers, [----] engagements
""The SpaceX IPO at $1.5 Trillion 1Who will buy 2Could the valuation get walked back [--] Will the Big Vision justify it 4Could Google anchor the IPO for $10B+" The latest with @rodriscoll @HarryStebbings + me"
X Link 2025-12-19T20:35Z 223.4K followers, [----] engagements
"AI autonomously agents discussing with each other the optimal design to fix an UI issue @Replit is so cool now"
X Link 2025-12-19T22:16Z 223.4K followers, [----] engagements
"The AI Wealth Machine is like nothing we have ever seen before. 🔎Nvidia has created [-----] millionaires. 78% of employees. Half worth $25M+. Jensen Huang: "I've created more billionaires on my management team than any CEO in the world." 💥OpenAI is catching up fast. $500B valuation. $10B+ in employee share sales. Average stock comp: $400K-$2M per employee. The difference Nvidia is public. [--] years of compounding. OpenAI is private and just getting started. Both prove the same formula: Join a rocket ship early Be indispensable Get equity Hold The next wave of AI millionaires won't come from"
X Link 2025-12-19T23:40Z 224.1K followers, [----] engagements
"@elonmusk @grok obviously we got that wrong in specifics Was the overall point of being kind wrong Perhaps it was"
X Link 2025-12-20T00:23Z 223.9K followers, 26.6K engagements
"@BenMillerise I worry more about unemployment Wealth inequality is already here"
X Link 2025-12-20T15:03Z 223.4K followers, [--] engagements
"Had an issue on @Replit last night and they pushed a fix in wee hours of morning Went from mediocre support (at best) in June [----] to the best support Ive gotten this year in December [----] You can do the same too Make It So in January 2026"
X Link 2025-12-20T16:19Z 226.1K followers, 30.9K engagements
"@HarryStebbings @alexfmac I think its true I literally was just having a conversation with one of my LPs on this this morning Hes sitting on a 100x fund I dont matter"
X Link 2025-12-20T16:43Z 223.4K followers, [----] engagements
"Will be fun:"
X Link 2025-12-20T22:09Z 223.5K followers, [----] engagements
"The AI LLM market share story of 2023-2025 is one of just . massive change. Fast. Enterprise LLM Market: 2023: OpenAI 50% Anthropic 12% Google 7% 2025: Anthropic 40% OpenAI 27% Google 21% 🥇Anthropic went from distant third to #1 in enterprise in just [--] years. OpenAI lost half its share. The catalyst Code. Claude now owns 54% of enterprise coding vs OpenAI's 21%. Sonnet [---] broke it open in June [----] and they never looked back. But consumer is a totally different game. 🗣ChatGPT still has 800M+ weekly users and 60% consumer market share. Gemini at 650M MAUs. Claude barely registers at 3.5%."
X Link 2025-12-20T23:50Z 223.5K followers, [----] engagements
"Its not ready for real use but its still fun to test if want test it Try - In a week it will be pretty good http://Founderscape.ai http://Founderscape.ai"
X Link 2025-12-21T03:22Z 223.5K followers, [----] engagements
"@HarryStebbings @siculars @rodriscoll https://x.com/billackman/status/2002484983123136990 .@elonmusk what if we took @SpaceX public by merging it with Pershing Square SPARC Holdings Ltd. (SPARC) a new form of acquisition company that was approved by the @SECGov. We could distribute SPARC special purpose acquisition rights (SPARs) to @Tesla shareholders so that all https://x.com/billackman/status/2002484983123136990 .@elonmusk what if we took @SpaceX public by merging it with Pershing Square SPARC Holdings Ltd. (SPARC) a new form of acquisition company that was approved by the @SECGov. We"
X Link 2025-12-21T18:28Z 223.5K followers, [----] engagements
"@dailygoat Its not ready for launch but you can test and try it now in alpha"
X Link 2025-12-21T18:53Z 223.5K followers, [---] engagements
"There are times when the very latest LLM is the best and there are times when the most expensive LLM is the best. And there are times when it isn't. We've run [----] VC Pitch Decks through SaaStr AI VC so I ran a test the other day to compare Claude Opus [---] to Sonnet [---] Opus [---] is 3x the price of Sonnet [---] but it seems so much better I was confident it was worth it. It wasn't. The results across analyzing 100+ VC Pitch Decks were essentially the same. Pick the right tool the right LLM for the right job. It will vary"
X Link 2025-12-21T23:33Z 223.9K followers, [----] engagements
"Your job as CEO: Every year materially expand your TAM What have you done this year If nothing . you're pretty far behind. Move much much faster in 2026"
X Link 2025-12-22T15:31Z 223.8K followers, [----] engagements
"- is getting there - Found hot AI startup - Pick top accelerator - Poach from other AI start-ups - Build to Series A IPO and . beyond http://FounderScape.ai http://FounderScape.ai"
X Link 2025-12-22T17:26Z 223.6K followers, [----] engagements
""AI is converging marketing sales & support. They are becoming [--] AI agent. Not [--] different pre-AI SaaS products. In fact it's already happening in e-commerce." The latest with @rodriscoll @HarryStebbings + me"
X Link 2025-12-22T19:41Z 224.5K followers, 10K engagements
"Pre holiday cocktail time"
X Link 2025-12-22T23:04Z 223.6K followers, [----] engagements
"The AI Freemium Math is Brutal But It Works at Scale 1ChatGPT: 800M users 15M paid (2%) $20B ARR 2Gemini: 650M users Est. 2-3% Part of Google 3Claude: 30M users Heavy API/Enterprise $5B ARR 4Perplexity: 30M users 500K paid (2%) $150M ARR 5Midjourney: 20M users 2-3M paid (10-15%) $500M The pattern is clear: Even ChatGPT the most viral product launch in history only converts 2% of free users to paid. That's exactly the conversion rate we've been talking about for 10+ years. To hit $100M ARR on freemium alone at $10/month you need 1M paid users. At 2% conversion That's [--] MILLION active users."
X Link 2025-12-22T23:07Z 224.8K followers, [----] engagements
"For 2025: 🗣Our top human sales rep closed $5.2m. Fire 🤖Our top AI sales "rep" closed $1.9m (but did need human help). And . just joined in June. What will [----] bring"
X Link 2025-12-23T02:17Z 223.6K followers, [----] engagements
"- is getting real - IPO acquire other start-ups - Watch out for hotter competitors - Raise from Sequoia A16Z Benchmark and more - Hire 10x engineers. And pay up for them And so much more Try it http://Founderscape.ai http://Founderscape.ai"
X Link 2025-12-23T04:53Z 224.7K followers, 21.7K engagements
"RIP Adam the Woo"
X Link 2025-12-23T05:13Z 225K followers, [----] engagements
"Start-ups Hardest part in the end: building a great team. And it never ends. Best-est part in the end: working with a great team. A shared journey for life"
X Link 2025-12-23T15:37Z 224.1K followers, [----] engagements
"From -19% to +47% growth over the course of [----]. Here's how we turned SaaStr's traffic (and SaaStr itself) around in [--] months: 📉Through April [----] we were down 19% in active users 22% in views. The slow bleed every B2B company with content is complaining about. At SaaStr AI Annual in May we made a bet: go all-in on AI. Not just writing about itbuilding it and deploying it. What we did: Launched SaaStr AI with real tools founders actually use (780K+ valuations run 2700+ pitch decks analyzed) Deployed 20+ AI agents across our own revenue team. Ate our own dogfood. Sold out SaaStr London at"
X Link 2025-12-23T23:06Z 223.9K followers, [----] engagements
"So we had a bug in one of our 20+ AI Agents the other day. It was still telling people to come to SaaStr AI London on Dec 1-2 Of course it already happened ;) The issue was which one Which AI Agent was sending the erroneous message They're all autonomous after all. We have 20+ AI Agents and it really took a while to debug. Maybe we will all have 1000+ AI agents in [----]. But if we do we will need Master Agents seamlessly managing almost all of them. Even figuring out which of [--] AI Agents is making a mistake when they are all out there autonomously doing the work isnt that simple."
X Link 2025-12-24T23:27Z 224.4K followers, [----] engagements
"Try over the holidays 💰Where going from $0 to Billionaire . is just the start http://Founderscape.ai http://Founderscape.ai"
X Link 2025-12-25T00:54Z 223.9K followers, [----] engagements
"Groq is a reminder that "important" startups can get a massive premium in M&A It all normalizes at IPO more or less Valuations then are based on revenue growth and profits But for venture investing in important startups can lead to massive outcomes pre-IPO"
X Link 2025-12-25T18:06Z 226K followers, 11.4K engagements
"@_ricburton Yeah. And maybe they should. These deals do in essence tear up the cap table and kill cap gains Doesn't mean folks won't get paid But they tear up the social and legal contact to your point Staying at Google or Nvidia is very logical for most"
X Link 2025-12-25T21:55Z 223.9K followers, [--] engagements
"Nothing like some early morning reward hacking LLM responses to make you feel good about yourself"
X Link 2025-12-26T16:18Z 223.9K followers, [----] engagements
"The reality is in some many of these high priced rounds no one is going to make enough money Make thats OK. Maybe it doesnt matter. But I always thought it did as a founder. The worst I ever did for a VC was 3x and even there I got them another investment that exited at $2.5B and made them another $400m. So net net I made them much more than 10x. That was the worst I did. Maybe today I wouldnt care though"
X Link 2025-12-26T20:09Z 223.9K followers, [----] engagements
"Were back SaaStr AI Annual [----]. May 12-14 SF Bay 10000+ of the best sharing How to Scale in the Age of AI"
X Link 2025-12-27T00:03Z 224K followers, [----] engagements
"I believe venture now is structured and aligned around $20B+ outcomes More is better -- Anthropic etc. But a lot of the mechanics of how we are investing even at seed requires $20B+ outcomes for math to pencil out Just a radically different world than just a few years ago"
X Link 2025-12-27T02:28Z 223.8K followers, [----] engagements
"📰 Top AI+B2B News - Fri Dec [--] Top Stories: [--]. A Wealth Tax Floated in California Has Billionaires Fleeing [--]. They graduated from Stanford. Due to AI they can't find a job [--]. Oracle shares on pace for worst quarter since [----] Top SaaStr Articles: [--]. Did You Gain or Lose Market Share This Year Be Honest. [--]. Top [--] SaaStr AI Predictions for [----] [--]. Have AI Gross Margins Really Turned the Corner The Real Data Read more: http://saastr.ai/news http://saastr.ai/news http://saastr.ai/news http://saastr.ai/news http://saastr.ai/news http://saastr.ai/news"
X Link 2025-12-27T05:35Z 226K followers, [----] engagements
"I also think it misses a subtle point that taxes in CA are already so high (15%) that a lot of folks are on the edge. The highest in the nation with NO break at all for capital gains and no QSBS at all. The highest in the U.S. Theyve already thought about leaving gone back and forth on it I have and almost moved This would easily push them over"
X Link 2025-12-27T15:55Z 224K followers, [----] engagements
"California already taxes founders far far more than any other state. Far more. [--] worst states for startup exits (tax rate + QSBS combo): California - 13.3% + NO QSBS exclusion 💀 Hawaii - 7.25% + only 50% QSBS Alabama - 5% + no QSBS Mississippi - 5% + no QSBS Pennsylvania - 3.07% + no QSBS NY is 10.9% but fully conforms to QSBSso $15M excluded = $0 state tax. CA That same exit = $2M to Sacramento. TX FL NY all = $0 on a QSBS exit. CA = 14% founder tax on capital gains even after 5+. Highest in country by far for founders. Already. https://twitter.com/i/web/status/2005023009107837353"
X Link 2025-12-27T21:08Z 226.1K followers, 38.3K engagements
"Put differently on $15M founder exit after [--] years state tax owed: Texas: $0 Florida: $0 New York: $0 (full QSBS) California: $2M 💀 [--] worst states: CA: $2M (13.3% no QSBS) HI: $540K (7.25% 50% QSBS) AL: $750K (5% no QSBS) MS: $750K (5% no QSBS) PA: $460K (3.07% no QSBS) Same exit. Same federal tax. Wildly different state bills"
X Link 2025-12-27T21:11Z 224.1K followers, [----] engagements
"On a $25M exit to founder after [--] years (full QSBS top bracket): 🟢 TX/FL/NY: $2.4M 🔴 HI: $3.1M 🔴 PA: $3.2M 🔴 AL: $3.6M 🔴 MS: $3.6M 🔴 CA: $5.7M Federal: 23.8% on $10M over QSBS cap State: $0 (TX/FL) to $3.3M (CA) Living in CA costs you a Series A. --- Which one"
X Link 2025-12-27T21:39Z 224.1K followers, [----] engagements
"is back. MAY 12-14 [----]. The Secrets to Scaling in the Age of AI [-----] of the best sharing how it's done http://SaaStrAnnual.com http://SaaStrAnnual.com"
X Link 2025-12-27T22:52Z 224.1K followers, [----] engagements
""The product of the year Claude [---] / [---]. Without that no vibe coding. Without that No Lovable No Replit No Cursor No Gamma." The latest with @HarryStebbings @rodriscoll + me"
X Link 2025-12-27T23:10Z 225.9K followers, [----] engagements
"@grok is your math similar How much higher are foundees taxes on exit in CA"
X Link 2025-12-28T12:14Z 224.1K followers, [----] engagements
"Vibe Coding Vegas Makes my least favorite city a little easier to get through"
X Link 2025-12-28T16:01Z 226K followers, [----] engagements
"If want help try and lmk any feedback (its alpha now but fun) http://founderscape.ai http://founderscape.ai"
X Link 2025-12-28T16:28Z 224.1K followers, [----] engagements
"Yeah on smaller funds with smaller exits I think if you really get 10% ownership for real (not pretend) you can be surprised the power of smaller exits. I have [--] fund returners in my last fund but only one right now is nominally worth $1B. But to a founder $600m isnt small ;) https://twitter.com/i/web/status/2005403922828259641 https://twitter.com/i/web/status/2005403922828259641"
X Link 2025-12-28T22:22Z 224.2K followers, [----] engagements
"We need standard Google SSO. Replit SSO works & was great start. But it creates way too much friction for non-Replit users. As much perceived as real. Most of the world still does not know what a Replit is nor why its SSO still looks so different from Google-esque SSO everywhere else. I think Replit SSO is great for internal apps maybe and/or anything no end users will touch. But even for a prototype that would go into production I want to test it with a Google-like SSO. Even if it adds steps to deploy vs Replit SSO"
X Link 2025-12-29T00:10Z 224.1K followers, [---] engagements
"New One Reason The Best AI B2B Startups Are Growing So Quickly: Truly Insane Value http://dlvr.it/TQ35zl http://dlvr.it/TQ35zl"
X Link 2025-12-29T03:32Z 224.2K followers, [----] engagements
"@timsoulo You build a warchest. Its a competitive space Yes its $300m but they only sold 5% of the company so the dilution is fairly minimal If you want to build a generational company and you can build a warchest for 5% dilution you take it"
X Link 2025-12-29T15:32Z 224.3K followers, 14.2K engagements
"By late [----] Replit got really really good: - Context windows can be unlimited - Sub agents solving tough issues - Design mode + Fast mode It finally got great. Now imagine by late [----] if it could run 24x7 It just keeps building all the time. Not just when you are online. Not even just for hours at a stretch. But constantly 24x7. New features for you to look at already built and tested. Multiple versions of everything. 24x7 QA of everything. Autonomously building new ideas without you even asking for you to review when you log back in. Ideas you didnt even think of. That would really change"
X Link 2025-12-29T16:16Z 225.6K followers, 46K engagements
"You can already see hints of this today Ask Replit (or Claude): What Else Should I Build Give Me [--] Ideas To Make My App Even Better Today you get pretty darn good ideas. Far far better than 5-6 months ago. Now imagine instead of ideas the agents have already built all those features. And tested them. And thought through them. Maybe even [---] features for you to pick from. Some of our AI agents already run autonomously 24x7. But mostly for relatively low level stuff (AI SDRs). Combine the two (24x7 autonomy + very powerful Opus 4.5+ agents running inside of Replit all built for you) and youll"
X Link 2025-12-29T17:50Z 224.5K followers, [----] engagements
"A related deep dive here: https://www.youtube.com/watchv=5SPSoDyWo2E https://www.youtube.com/watchv=5SPSoDyWo2E"
X Link 2025-12-29T19:47Z 224.5K followers, [----] engagements
"@amasad @SHAQ @tadeoyerinde @Campusgrad Need Bosh too. He was coding even while playing for Heat"
X Link 2025-12-30T15:06Z 225.9K followers, [----] engagements
"M&A pricing can be a weird thing Meta buys Manus for $2B+ at $125m ARR Then likely abandons all that revenue. It is a distraction and in the end immaterial to Metas revenues. Whatever Meta does with it it likely wont be investing more in the current product as it is. You sell your startup in part sometimes at least on ARR multiples that in the end in many ways dont matter as the ARR is immaterial or abandoned by the acquirer Its just how it works https://twitter.com/i/web/status/2006032546685997285 https://twitter.com/i/web/status/2006032546685997285"
X Link 2025-12-30T16:00Z 226.2K followers, 27.2K engagements
"Look Im not criticizing. Im up for a Bud Light at The Clevelander from time to time. Id just prefer to be vibe coding. Jeff Bezos and Lauren Snchez are kicking off the new year in St. Barts. 🎉 https://t.co/G3fHZKrzRh Jeff Bezos and Lauren Snchez are kicking off the new year in St. Barts. 🎉 https://t.co/G3fHZKrzRh"
X Link 2025-12-30T16:11Z 224.1K followers, [--] engagements
"If you want an inside look at building for [----] here it is Will be an app explosion far greater than any prior year ever. So far. The Christmas / New Years intermission looks very different this year for apps. In past years it's always been a pretty low week. Some stuff happening but not that many new signups at RC etc. We're pushing close to all time highs this year almost no drop relative to The Christmas / New Years intermission looks very different this year for apps. In past years it's always been a pretty low week. Some stuff happening but not that many new signups at RC etc. We're"
X Link 2025-12-30T17:24Z 224.7K followers, [----] engagements
"Don't pick a cofounder that - has something better to do - wants to see how it goes - has a clear backup plan - sees it as risky - argues over who should be CEO - doesn't 100% believe You'll see"
X Link 2025-12-31T15:37Z 226.1K followers, 20.8K engagements
"Our AI SDR booked a $100k+ deal on New Year's Eve It's truly becoming a different world And it's only just begun in GTM"
X Link 2026-01-01T00:40Z 225.8K followers, 20.6K engagements
"The one-time wealth tax revenue is just the headline number. The real damage may be ongoing and much larger: [--]. Annual Income Tax Loss Californias top 1% pays roughly 50% of all state income tax revenue. Billionaires and their associated entities contribute disproportionately. If even 20-30 billionaires permanently relocate California loses their annual income tax estimated at $500M-$2B per year ongoing The Legislative Analysts Office acknowledged this: the state could lose hundreds of millions of dollars per year in income taxes [--]. Capital Gains Leakage When billionaires sell stock"
X Link 2026-01-01T01:46Z 225.9K followers, 26.9K engagements
"At what point does the one-time wealth tax not even pay for itself Lets say California nets $60B from the tax (after exodus). But they lose $3B/year in ongoing income and cap gains taxes from departed billionaires. Payback period: [--] years Except its worse than that because those billionaires were also going to keep getting richer. Pages Alphabet stake appreciates. The wealth they would have been taxed on in the future grows elsewhere. California isnt just losing current tax revenue. Theyre losing the compounding growth of the tax base itself. California already has a $45-68B structural"
X Link 2026-01-01T01:56Z 225.6K followers, 20.2K engagements
"What Walking It Back Looks Like Governor Newsom has already come out against the measure. But quiet opposition isnt enough anymore. If Californias leadership actually wants to stop the bleeding they need to: 1.Publicly loudly kill the measure Newsom and legislative leadership should make clear this will never become law regardless of signatures or votes 2.Commit to no wealth taxes A clear statement that California will not pursue wealth taxation period 3.Extend an olive branch Signal that California values its entrepreneurs and wants them to stay 4.Address healthcare funding honestly"
X Link 2026-01-01T02:08Z 226K followers, 13.4K engagements
"Boom @lennysan and I are back on AI in GTM for [----]. What is means. Who youll hire. And which will be humans and which wont .@jasonlk used to have [--] salespeople. Now he has [--] empty deskseach one labeled with an AI agent's name. His sales team went from [--] humans [---] humans + [--] AI agents. Same revenue. In his return to the podcast we discuss: 🔸 Why mid-tier SDRs/BDRs will be "extinct" within https://t.co/6ZmBCcpMSN .@jasonlk used to have [--] salespeople. Now he has [--] empty deskseach one labeled with an AI agent's name. His sales team went from [--] humans [---] humans + [--] AI agents. Same"
X Link 2026-01-01T16:53Z 226K followers, 22.7K engagements
"I hear you and I didnt feel this way where we started the pod. @rodriscoll and I pushed back on this. But the reality is right now you cant make money in venture with most T3D2 deals. You can build an epic start-ups as a founder and a billion dollar company. But the time the capital risks the multiples make it tough on VC. Its a reality. Not for company building but for investing. https://twitter.com/i/web/status/2006785294109155489 https://twitter.com/i/web/status/2006785294109155489"
X Link 2026-01-01T17:51Z 225.5K followers, [----] engagements
"@edsuh @HarryStebbings @dbmoore @saastr @rodriscoll It can Just hard to get funded and hard to land on a 4x-6x multiple post IPO"
X Link 2026-01-01T19:07Z 226.1K followers, [---] engagements
"@owner More on our AI agents here: Value your start-up for FREE here: Join SaaStr community FOR FREE here: https://www.saastr.com/subscribeform https://saastr.ai/ai-vc http://SaaStr.ai/agents https://www.saastr.com/subscribeform https://saastr.ai/ai-vc http://SaaStr.ai/agents"
X Link 2026-01-01T21:30Z 224.6K followers, [----] engagements
"2x coffee day"
X Link 2026-01-01T23:07Z 226.1K followers, [----] engagements
"@jeiting The almost irony that you do the extreme sports and I spend the day vibe coding"
X Link 2026-01-02T02:14Z 225.5K followers, [--] engagements
"There are 2-3 days a quarter I feel like quitting There are 2-3 days a quarter I'm sure it's isn't worth it You're not alone It "even" happens to me I just don't tell anyone ;) You gotta push on. That's always the answer when you have something"
X Link 2026-01-02T15:36Z 226K followers, [----] engagements
"@jeiting @bhalligan @bznotes I mean if just Cursor Windsurf and Scale AI had stayed"
X Link 2026-01-02T23:30Z 225.7K followers, [--] engagements
"Full convo here: https://youtu.be/I-R1bc1rlFssi=iWcCPzkvE1RNI4NY https://youtu.be/I-R1bc1rlFssi=iWcCPzkvE1RNI4NY"
X Link 2026-01-03T19:55Z 226.1K followers, [----] engagements
"And full SaaStr post here: https://www.saastr.com/jason-lenny-are-back-the-real-future-of-ai-in-sales/ https://www.saastr.com/jason-lenny-are-back-the-real-future-of-ai-in-sales/ https://www.saastr.com/jason-lenny-are-back-the-real-future-of-ai-in-sales/ https://www.saastr.com/jason-lenny-are-back-the-real-future-of-ai-in-sales/"
X Link 2026-01-03T23:39Z 226.1K followers, [----] engagements
"Debugging Anyone that wants to play now and help me much appreciated http://Founderscape.ai http://Founderscape.ai"
X Link 2026-01-04T04:42Z 225.6K followers, [----] engagements
"Ok politics aside (which I know will be tough for many but) . go apologize. Go fix a broken relationship. Just say you are sorry. It's the first Sunday of [----]. A time to do better. Even relationships that seem totally broken can sometimes be repaired. In business at home at work with old friends. Sometimes at least. An honest sincere caveat-free apology can go a long way. If there's one relationship you broke in [----] (or even before) that you regret breaking just go apologize. Pick up the phone or at least the email. No caveats. No passive voice. Own it. Apologize. No one does this. It"
X Link 2026-01-04T20:53Z 226.2K followers, 28.8K engagements
"@camilovilla Thank you"
X Link 2026-01-05T05:11Z 226.1K followers, [---] engagements
"@lennysan More on our AI agents here: Value your start-up for FREE here: Join SaaStr community FOR FREE here: https://www.saastr.com/subscribeform https://saastr.ai/ai-vc http://SaaStr.ai/agents https://www.saastr.com/subscribeform https://saastr.ai/ai-vc http://SaaStr.ai/agents"
X Link 2026-01-05T06:00Z 226.1K followers, [----] engagements
"@doncampbell @elevenlabsio @Replit Dunno We just used ElevenLabs web app at SaaStr London in December and it worked great So I used the API today for first time in like [--] seconds Easey peasy. Didnt really want to qualify another vendor. It just worked great. Cc @matiii https://www.saastr.com/one-reason-the-best-ai-b2b-startups-are-growing-so-quickly-truly-insane-value/ https://www.saastr.com/one-reason-the-best-ai-b2b-startups-are-growing-so-quickly-truly-insane-value/"
X Link 2026-01-06T01:53Z 226.2K followers, [--] engagements
"359 pending referrals on @Replit GET VIBE CODING FOLKS I NEED THE CREDITS"
X Link 2026-01-07T17:34Z 226.1K followers, [---] engagements
"around $10m ARR you need to hire a VP of Millennials"
X Link 2017-02-17T01:14Z 225.8K followers, [---] engagements
"Amount of due diligence in $100m acquisiton Is about 50-100x that done in a $100m premoney round"
X Link 2017-11-19T16:38Z 223.6K followers, [---] engagements
"not that much royal wedding on my feed who should i follow"
X Link 2018-05-19T13:58Z 224K followers, [--] engagements
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/creator/x::jasonlk