Tech Leaders Share Secrets To Fast Startup Growth
At this year’s Disrupt, Lovable GTM lead Luke Arno, Polsia's Ben Broca, and Theory Ventures’ Tomasz Tunguz gave founders some tips on how to achieve true sales success in the first 90 days.
Edition of Friday, October 23, 2026
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Acquirers Purchase Boom-Era Startups Without Recent Funding
A number of companies whose names might feature on a playlist of 2021 boom-era unicorns have sold to acquirers in recent months, including one-time highfliers like Airtable, Headspace and Miro. In many cases, companies are selling at valuations which, while…
AI & Tech
Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses
Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery
Funding & Markets
Warhound Raises $200M To Engineer War Dogs
Warhound, the brainchild of Ben Lamm and Palmer Luckey, emerges from stealth to genetically engineer dogs for military and law enforcement.
SaaS & Pricing
Salesforce Acquires Braze For $5.66 Billion
Salesforce is buying Braze for $5.7B. That’s 6.8x revenue. 🎁 A gift for Braze holders. It traded at 3.7x on Monday. Look at the rest of GTM: HubSpot 3.1x (growing 20%)Klaviyo 3.1x (growing 26%)Monday 2.3x (growing 22%)Adobe 3.8x Real growth, and still 2-4x…
SaaS & Pricing
20VC x SaaStr: $20M ARR and Unfundable, Anthropic’s $16.8B Quarter, and Modal at $15.75B
Why the venture box keeps shrinking, why CoreWeave is a B-tier asset, and why build-to-prod is the most important category in software Another week with Harry Stebbings and Rory O’Driscoll, and the theme ran through almost every segment: capital is…
SaaS & Pricing
Forrester Predicts Retail Sales Growth Will Stall
With meaningful retail growth harder to come by in 2027, winning market share will require more than aggressive pricing or ambitious AI investments. Discover three predictions for how economic pressure, changing shopping behavior, and agentic AI will reshape…
