Sep 24, 2025

Today, I learned about the importance of the LTV to CAC ratio in scaling businesses, with a minimum of 3x being acceptable for well-structured GTM systems. Alex Hormozi emphasized the significance of data and metrics in making informed decisions for growth, particularly in SaaS companies.

In another news piece, Joseph Shaposhnik shared his investment strategy focusing on companies with recurring revenue, aiming for long-term holdings to drive growth and stock performance. He launched the Rainwater Equity ETF, collaborating with Bill Miller, to target companies with strong management teams and significant free cash flow.

There is a buzz in the venture capital world regarding the Trump administration’s plan to charge $100,000 for H1-B visas, with varying opinions on its impact on startups and American innovation. The long-term implications of this change and other legal immigration policies remain uncertain, potentially affecting the tech industry and startup ecosystem.

Numerous companies have successfully raised significant funding rounds, including Brale, Rocket.new, Sunhat, Seven Starling, Testkube, Earthmover, Tilt, Alchemy, Wexler.ai, Prosper AI, Unit 221B, Catena, Shield, Forgent, Predicti, Pillar, GrainChain, Time-Travelling Milkman, and Argyle. Investors are going above and beyond to secure deals, highlighting the importance of personal connections and gestures in the venture capital world.

In the public markets, dynamics differ, as seen in the recent merger battle at DallasNews Corp. where a lower offer from Hearst Newspapers was chosen over a higher one from Alden Global due to shareholder preference. Artificial intelligence is transforming finance, offering enhanced forecasting abilities and agentic capabilities in platforms like Citigroup’s AI tool. Stablecoin lending is gaining traction, providing users with opportunities to earn interest through decentralized lending protocols. Mark Spitznagel continues to provide insights on market conditions, emphasizing the cyclical nature of markets and the importance of risk management strategies.

Stay Well!