Vibe Coding Will Kill SaaS: "  In a year or two; you'll get to a place where a lot of the current organizational tools that companies are using, you could build your own version. It would make so much more sense to you as a buyer. The code will be yours, the data will be us. You'll be able to adapt it, to your needs. There's no one size fits all. There's no like feature bloat." Do you think vibe coding will kill a lot of the SaaS market in this way @dharmesh @nicolasosharp @zackkanter @carlrivera?

Why a16z, Lightspeed and General Catalyst Cannot Go To LPs and Be Confident of a 5X Net: " @ravi_lsvp , @pmarca @bhorowitz cannot go to LPs and say with a straight face that they can do 5x net. If you look at the recent returns data, it suggests that. They will make an immense amount of money on an absolute basis but LPs are in the business to make high money on money returns." @EverettRandle Love to hear your thoughts on this Ravi, Ben, Marc @htaneja would you not argue that different LPs have different return requirements and expectations?

Is AI Coding Like Food Delivery: VC Subsidised and Unsustainable: " I remember the early days of food delivery, it was VC subsidized. We're seeing that right now with AI coding. This can't go on forever... there will be some very valuable businesses that are not perpetually VC subsidized but navigating this crazy VC subsidy world to get to good outcome takes a lot of skill." @AndrewYNg Do you agree this resembles the early days of food delivery and how do you determine who thrives and who dies @_fredrik @JTLonsdale @Mascobot @LM_Braswell

Founders, for the love of God; send investor updates. 1. Leverage them for help with customer intros, hires and fundraises. 2. Use them to create excitement and conversation about you in market. 3. Because these people have trusted you and given you their money. Not doing them is a disservice to your company.

We do not measure the health of our portfolio with company uprounds. They do little to show true enterprise value. We count: Seed fund: how many companies have hit $10M ARR? Series A Fund: how many have hit $25M ARR? Much clearer sign of value.