Sources
·
Twitter/X
@sandykory
Active
sandykory
Linked items
41
Errors
20
Last fetched
8d ago
Priority
P3
Must-read
No
Recent items
The 15 most-recently-ingested items from this source, newest first.
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@sandykory: I haven’t been buying the "SaaSpocalypse," but Q1’s nosediving SaaS valuations gave me pause. After ...
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2026-07-08
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@sandykory: Last month, @baseten announced a $1.5B Series F at a $13B valuation. I've known co-founders @tuhinon...
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2026-07-06
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@sandykory: For my first 5 years of angel investing, I ranked everything. Founders, market, traction, team. But ...
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2026-07-01
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@sandykory: Founder trauma as an investment signal is a little overdone. In fact, I'm not so sure it was ever th...
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2026-06-30
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@sandykory: In 2016, I became @BillionToOneInc's first outside investor when I wrote a check into their pre-seed...
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2026-06-29
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@sandykory: The SaaS-to-tokens transition has begun.
The on-prem to SaaS transition took 10-20 years. This one ...
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2026-06-27
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@sandykory: Early in my career, I canceled an interview with @sequoia legend Mike Moritz. I'm probably one of th...
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2026-06-24
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@sandykory: Congrats to @tuhinone and the @baseten team!
They've been obsessed with building dev-focused tech f...
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2026-06-22
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@Shaughnessy119: The incredible @sandykory is a Venture Capitalist who is hyper focused on finding unique and out of ...
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2026-06-22
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@sandykory: There's a mind virus spreading through VC circles right now. Follow the logic far enough and you end...
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2026-06-22
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@sandykory: Puzzling why the median large SaaS company is not more aggressive in AI-driven M&A.
The public...
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2026-06-19
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@sandykory: A few months ago, we were deep in the SaaSpocalypse. SaaS stocks got crushed. Why? Because AI. AI is...
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2026-06-16
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@sandykory: There's a lot of noise right now about what AI will change. I keep coming back to a Jeff Bezos quote...
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2026-06-15
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@ssankar: The first fundamental truth is that FDE is not a role, it is a product strategy.
It has to origin...
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2026-06-14
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@sandykory: Anthropic is on the greatest revenue growth run in the history of capitalism, going from $9B to $47B...
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2026-06-11
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