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Patterns Across 5 Years of YC Investing

Tom Tunguz

Where venture capital flows, innovation follows. Cybersecurity and industrial/manufacturing are the two fastest growing categories. And for more than a decade, few faucets have been watched more closely than Y Combinator. Education & life sciences are right behind.

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How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

Unlimited budgets for “AI” and “cybersecurity” Long contract terms (3-7 years) High switching costs (security clearances) Less price sensitivity Actionable Takeaways For Current B2B Founders: Audit your “mission-critical” score – Would customers pay 2x your price?

B2B
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Building and Scaling an AI Company in 2025: What Top VCs Really Want to See with Zetta, Glasswing and B Capital

SaaStr

A deep dive with three leading AI investors who collectively manage billions in venture capital and have backed some of the most innovative companies in artificial intelligence. She brings over two decades of experience in technology venture capital and has been recognized as one of the Top 100 Most Influential Women in Business.

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Thanks to A-Lign, Deel, Exclaimer, Notion VC, and Vanta for Sponsoring SaaStr Europa 2023!

SaaStr

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. Notion Capital is a Venture Capital investing firm focused on European SaaS and Cloud, with more than 100 investments to date.

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Doubling Down: Luci Fonseca, Partner at Base10 Partners

SaaStr

We recently led a [ $50M series B ] investment in Todyl, which is a modular cybersecurity platform for small and medium businesses. Base10 is a research-driven venture capital firm investing in technology companies automating the largest sectors of the Real Economy and founders who believe purpose is key to profits.

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18 investors fueling Latin America’s SaaS superstars

SaaStock

It is a venture capital firm based in Brazil and Silicon Valley. Its partners boast diverse venture experience and have previously invested in more than 70 companies. Stage: Early Stage Venture, Seed. Kaszek Ventures. Kaszek Ventures is among the biggest venture capital firms in Latin America.

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The Path to Going Public: IPO or SPAC?

OPEXEngine

Despite market volatility, the SaaS segment is particularly strong compared to others and continues to attract an incredible amount of private equity and venture capital with its characteristically high margins and returns.