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Creating margins after SaaS
This is my “end of SaaS” post. There are many like it, but this one is mine.
Feb 13
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Yoni Rechtman
20
6
4
Legibility is a brand to capital and brand is promises kept
Elon's MegaCo, Outtake's Series B, Institutions should go direct
Feb 6
•
Yoni Rechtman
6
Self driving software and the end of Git
Plus the end of Git, long Moderna, PE as sin eaters in the capital markets
Jan 23
•
Yoni Rechtman
7
3
Kingmaking and the limits of external conviction
The limits of kingmaking
Jan 16
•
Yoni Rechtman
8
1
1
Investing in the second-order effects of AI
Opportunities beyond performance, how to write with AI, and growth after outbound
Jan 9
•
Yoni Rechtman
14
3
5
Most Popular
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Don't work in venture capital
Jul 31, 2019
•
Yoni Rechtman
48
The rollups are rolling
Jun 20, 2025
•
Yoni Rechtman
13
1
If it isn't going to work, just shut it down.
Jun 13, 2022
•
Yoni Rechtman
4
The end of pricing power
Sep 12, 2025
•
Yoni Rechtman
22
7
2
Recent posts
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Hiring: Three Great Roles
Founding biz hires in NYC, venture psychology, creator 2025, cyber dinner
Dec 19, 2025
•
Yoni Rechtman
4
1
Implementation Is the Task of Our Time (it's the deployment, dummies)
A cyber x AI dinner, anti-anti-woke, lots of links
Dec 12, 2025
•
Yoni Rechtman
3
1
1
There are two kinds of pivots and they are very different
The obvious AI bubble, the Hamlet seed round, etiquette school, and more
Dec 5, 2025
•
Yoni Rechtman
6
5
2
Startups are just stories about the future
Plus Garry Tan drama, sports betting, a new creator investment, maritime security
Nov 21, 2025
•
Yoni Rechtman
11
8
2
Narrative Is the Interface
The most painful way to fail is to win a race with no prize.
Nov 14, 2025
•
Yoni Rechtman
9
3
Power is power
OpenAI, New York, Trump
Nov 7, 2025
•
Yoni Rechtman
4
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