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20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO

Benchmark’s Jack Altman joins Harry Stebbings, Rory O’Driscoll and Jason Lemkin: AMD buys World Labs for $8.2B, Meta hires away MongoDB’s CEO, a mock Investment Committee on Jev at $10B, and Oura pulls its IPO two days before pricing This week’s episode had a guest in the fourth chair: Jack Altman, General Partner at Benchmark,…
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The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway

a16z Growth just published its September State of Markets deck. It runs 90 slides, and most of it covers macro: chips, memory, power, defense, robotaxis, and what they call the rotation “from bits to atoms.” All of that matters, but it isn’t where most of us work. The B2B, venture, and startup sections are where…
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"SaaStr is the largest community of people who like enterprise software on the planet. It’s a great community of people trying to build companies and learn from one another. It’s pretty amazing to see."

Aaron Levie, CEO and Co-Founder of Box

"If you really want to be good at building up your company, read SaaStr."

Eric Yuan, CEO & Co-Founder of Zoom

"SaaStr is the undisputed thought leader in how to build SaaS businesses. Jason is legendary."

Lew Cirne, CEO of NewRelic

"SaaStr is the undisputed thought leader in how to build SaaS businesses. Jason is legendary."

Lew Cirne, CEO of NewRelic

"SaaStr has pulled the entire SaaS community together in a powerful way."

Scott Dorsey, CEO of ExactTarget

"SaaStr is definitely the largest collection of people who like enterprise software — on the planet."

Aaron Levie, CEO and Co-Founder of Box

"SaaStr’s all about helping the younger founders be successful."

Phil Fernandez, CEO & Co-Founder of Marketo

"SaaStr is my peeps."

Dharmesh Shah, CTO of Hubspot

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