John Eng (Right Side Capital)

The future of SaaS: Not tools that scale with headcount. But tools that reduce it—or replace the work entirely. Founders should be asking: Does my revenue grow when my customer hires more people… or fewer? That answer matters more than ever. #saaspocalypse

@ObviousRises Omg the UK is out of control.

UK Police arrive at a man's house to arrest him for his Xbox 360 gamertag for muh RACISM and "hate speech" against Asians (the man's username was ChingChongChinaman) the UK police promptly dropped the case once they realized the man himself was Chinese.

We're hiring a fundraising & investor relations lead at Right Side Capital Management. RSCM has invested in 2,200+ startups since 2012 and manages $250M+ across 8 funds. Looking for someone with venture fundraising experience and a strong LP network to help lead capital formation. SF-based (hybrid). Know someone great? Encourage them to apply: lnkd.in/gHbVqpgb

VC Universe - The definitive database of 1,100+ verified venture capital firms valueaddvc.com/vc-universe

One of the most common questions I get from founders is "How much traction do I need with my marketplace to raise a pre-seed or seed round?" There isn't a simple answer, so I created a 10+ page guide on fundraising for marketplaces in 2026 that dives into it. Here's a chart from the guide with marketplace benchmarks & valuations for 2026:

the #1 mistake that founders make in a fundraise process is asking for too much $ out of the gate ALWAYS start with a lower number than you're targeting, work towards collecting the first term sheet, and then build up through competitive tension to your desired amount asking for too much and then circling back to investors who've passed with a lower ask is a death sentence. You're signaling that you don't have interest in the round some founders mistakenly think that the raise amount should be driven by your budget NO - your raise amount is driven by market forces: perceived strength of team, traction/execution to date and how good you are at fundraising

Holy shit... Microsoft open sourced an inference framework that runs a 100B parameter LLM on a single CPU. It's called BitNet. And it does what was supposed to be impossible. No GPU. No cloud. No $10K hardware setup. Just your laptop running a 100-billion parameter model at human reading speed. Here's how it works: Every other LLM stores weights in 32-bit or 16-bit floats. BitNet uses 1.58 bits. Weights are ternary just -1, 0, or +1. That's it. No floats. No expensive matrix math. Pure integer operations your CPU was already built for. The result: - 100B model runs on a single CPU at 5-7 tokens/second - 2.37x to 6.17x faster than llama.cpp on x86 - 82% lower energy consumption on x86 CPUs - 1.37x to 5.07x speedup on ARM (your MacBook) - Memory drops by 16-32x vs full-precision models The wildest part: Accuracy barely moves. BitNet b1.58 2B4T their flagship model was trained on 4 trillion tokens and benchmarks competitively against full-precision models of the same size. The quantization isn't destroying quality. It's just removing the bloat. What this actually means: - Run AI completely offline. Your data never leaves your machine - Deploy LLMs on phones, IoT devices, edge hardware - No more cloud API bills for inference - AI in regions with no reliable internet The model supports ARM and x86. Works on your MacBook, your Linux box, your Windows machine. 27.4K GitHub stars. 2.2K forks. Built by Microsoft Research. 100% Open Source. MIT License.

@bznotes Liquidity Generator. This is what LPs want.

Somebody asked me what may be a “product” that LPs want right now and isn’t easily available. My quick thought: “Do you have access to hot companies so you can put $1-5m yourself (really any valuation) but then present $10-50m to LPs?”

@tmrohan Pre-VC!

Seed is being displaced by pre-seed and mini-venture.

Hey Founders, know the game you're playing♟️

@MartinGTobias That’s why I don’t believe that AI is going to eat SaaS as quickly as people think

ugh, my bot seems to spend more than half of its time fixing bugs it wrote itself. Conspiracy to consume tokens? likely.... ugh

@StephNass Associates become principals one day. So you’re building a relationship for future raises.

So ppl are arguing over "should founders speak with VC associates?" It's dumb. You have access to the GP? Go for it. You don't? Then talk to the associate. Or what? You will skip a fund entirely just because you MUST NOT speak to the associate?

@Trace_Cohen Uh oh. Don’t see us in this universe.

VC Universe The definitive database of 1,100+ verified venture capital firms valueaddvc.com/vc-universe

I wrote an article outlining my strong opinion on the one painful path that all SaaS companies must take if they wish to survive in this new world. In it I offer Intercom as a case study, an example of a previous generation company now thankfully benefitting from the hard decisions we've made. It includes our numbers, past and present, and our forecast for this year. And the inside track on how we got here.

@Trace_Cohen justvertical.com/en-us

Someone must mentioned vertical farming to me so obviously Bowery farming and the dozen other VC backed that tried came to mind… What other farming etc startups are there?

@jefielding Hollywood is cooked

Half the people I know are freaking out about AI and the downfall of society and the other half see incredible opportunity and prosperity. They work at the same companies, socialize together and are generally aligned on issues. So strange to experience this level of divide / disconnect on a single issue.

@bznotes It’s tough for smaller players to raise.

Acquisition of VC firms continues! Small firms build with focus, rigor, and passion. And that attracts other good talent - both investors and founders.

@JoshuaKushner Congratulations!

We are pleased to announce the close of Thrive X. Exceeding $10 billion, Thrive X comprises $1 billion designated for early-stage investments and $9 billion designated for growth-stage investments. We do not view this as a milestone, but as a commitment to the long work ahead. We view Thrive as a company. Our product is partnership - the willingness to commit deeply to a small number of founders, and to stand with them through momentum and adversity. This is the discipline we bring to our work, and the responsibility we accept when founders partner with Thrive. We do not hedge. Concentration demands loyalty to the founders and missions we back. In this moment, exposure alone is not a strategy. Judgment without commitment is not enough. Advantage will accrue to those who choose deliberately, commit deeply, and endure through difficult moments. Thrive was founded to be an enabling technology for the world we want to see. We are deeply aware that we are not the main character. The founders that we are fortunate enough to partner with are the artists. Our role is to help create the conditions where great work can come to life. We take a long view grounded in the belief that category-defining companies tend to create structural compounding advantages over long arcs. This fund reflects the continuity of our approach and the ways our work has deepened alongside the founders we support. We are grateful for the trust our Limited Partners place in us, and for the opportunity to work alongside those who are building with purpose, integrity, and courage. thrivecap.com/thrive-x

VC Tools Hub - vc-tools-hub.vercel.app 1. Fund Benchmarking Compare your fund's TVPI, DPI, IRR, and MOIC against industry benchmarks from Carta, PitchBook, and Aduro Advisors by vintage year. 2. Fund Tracker ($200M) Interactive dashboard tracking new VC funds at or below $200M in size. Explore fund launches by year, location, fund number, and capital raised. 3. Unicorn Tracker Track billion-dollar startup unicorns in New York and San Francisco. Explore valuations, industries, funding data, and top investors. (108 unicorns, $1.6T+ total value) 4. SPV Calculator Reality check for late-stage SPV investments. Understand how stacked management fees and carry impact your actual returns across multiple layers. 5. Liquidity Waterfall Build your custom fund distribution calculator for LP and GP proceeds. Track progress to 1.0x DPI and model partner distributions. 6. Founder Due Diligence AI-powered founder research tool. Generate comprehensive dossiers on founders in seconds with web search, GitHub analysis, and talking points. 7. VC Meeting OS (Coming Soon) Transform meeting transcripts into actionable investment memos. Capture transcripts, generate structured memos, track follow-ups, and query your knowledge base.