Income Statement (10X/CAPITAL/VENTURE/ACQUISITION)

Founders with great businesses are often frustrated that they cant raise money.Heres why. Ive been having coffee with lots of frustrated founders (my students and others) bemoaning most VCs wont eve… [+8450 chars]...

The Brutal Reality of VC Returns: What Carta’s Latest Data Reveals About the State of Venture Capital A deep dive into the performance crisis hitting venture funds and what it means for founders, LP… [+9723 chars]...

We’re back on 20VC, with Harry, Rory from Scale and SaaStr’s Jason Lemkin.  On on Figma’s IPO, the AI transformation deadline, and why most B2B companies are already too late. The Bottom Line Up Fro… [+10661 chars]...

The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 months… [+11337 chars]...

The last 72 hours in AI coding have been nothing short of extraordinary. What started as a potential $3 billion OpenAI acquisition of Windsurf ended with Google poaching Windsurf’s CEO and co-founder… [+7611 chars]...

Emergence Capital has its latest “Beyond Benchmarks” report out.  While most of it is stuff we already know, it’s a great summary of metrics from 560+ venture-backed B2B start-ups. Here are the top … [+5158 chars]...