Here's what top investors were talking about the week of Mar 18 – Mar 25: 27 signals from 14 investors, classified from X.
This Week's Hottest Sectors
Biggest Signals This Week
The most-engaged investor posts from the past 7 days:
1. Naval Ravikant (AngelList), Commentary
"A lot of software is about to get a lot better, right before it becomes unnecessary."
Signal: Naval signals that existing software will improve rapidly through AI before becoming obsolete entirely, suggesting a compressed window for legacy software investment.
Sector: SaaS/Software · 16.7K engagements · View post →
2. Naval Ravikant (AngelList), Thesis Shift
*"AI coding agents can now deliver one-shot custom apps straight to your phone.
It’s the beginning of the end for the iPhone’s dominance."*
Signal: Naval argues AI coding agents delivering one-shot custom apps directly to phones marks the beginning of the end for iPhone platform dominance, a major platform disruption thesis.
Sector: AI/Mobile Platforms · 10.6K engagements · View post →
3. Sam Altman (OpenAI), Bullish
*"AI will help discover new science, such as cures for diseases, which is perhaps the most important way to increase quality of life long-term.
AI will also present new threats to society that we have to address. No company can sufficiently mitigate these on their own; we will"*
Signal: Sam Altman signals strong conviction that AI-driven scientific discovery, particularly disease cures, will be the most impactful long-term quality-of-life improvement.
Sector: AI/Healthcare · 5.1K engagements · View post →
4. Sam Altman (OpenAI), Deal
*"I have loved being on the Helion board; I continue to be extremely excited about a future with abundant energy and Helion in particular.
As Helion and OpenAI start to explore working together at significant scale, it is difficult for me to be on both boards. (I will have a..."*
Signal: Altman stepping off Helion board as OpenAI and Helion begin exploring significant-scale collaboration, signaling a deepening strategic partnership between AI and fusion energy.
Sector: Energy/AI · 2.9K engagements · View post →
5. Dylan Field (Figma), Product
"Agents, meet the Figma canvas https://t.co/DiKevfeQir"
Signal: Figma CEO announces native agent integration with the Figma canvas, signaling that design platforms are becoming execution environments for AI agents rather than just creative tools.
Sector: Design Tools/AI Agents · 1.8K engagements · View post →
6. Guillermo Rauch (Vercel), Thesis Shift
*"Almost every SaaS app inside Vercel has now been replaced with a generated app or agent interface, deployed on Vercel.
Support, sales, marketing, PM, HR, dataviz, even design and video workflows. It’s shocking.
The SaaSpocalypse is both understated and overstated. Over because"*
Signal: Vercel has internally replaced nearly all SaaS tooling with AI-generated apps and agents, offering a leading indicator that the traditional SaaS model faces existential disruption.
Sector: SaaS/Developer Tools · 1.6K engagements · View post →
7. Tobias Lütke (Shopify), Bullish
"Huge news for Shopify merchants https://t.co/2UEnYYUdci"
Signal: Shopify CEO signals a major product or partnership announcement for merchants, indicating continued platform expansion in the commerce infrastructure space.
Sector: Commerce/FinTech · 432 engagements · View post →
8. Garry Tan (Y Combinator), Commentary
*"YC Demo Day for W26 is in full swing
The craziest stat: 3X more companies in this batch reached $1M annualized revenue than W25
Also crazy: the fastest revenue growth rate of YC history at 14% week on week growth on average across the whole set of nearly 200 startups..."*
Signal: YC W26 Demo Day shows 3x more companies reaching $1M ARR than the prior batch with 14% week-over-week revenue growth on average, signaling an exceptional acceleration in early-stage startup traction.
Sector: Venture/Startups · 412 engagements · View post →
9. Garry Tan (Y Combinator), Thesis Shift
"The awkward truth is that what counts as a good engineer just became a different thing in the last 4 months"
Signal: YC president states that the definition of a strong engineer has fundamentally changed in the last four months, signaling AI coding proficiency is now a core competency bar.
Sector: AI/Developer Tools · 365 engagements · View post →
10. Alexis Ohanian (776), Deal
"And reddit cofounder was fortunate to have invested at their seed round. It was a very compelling founder-meeting-story https://t.co/GF86F8qH7c"
Signal: Ohanian confirms he invested in an unnamed company at the seed round, referencing the compelling founder story as the primary signal, indicating founder-driven seed thesis remains active.
Sector: Consumer/General Tech · 361 engagements · View post →
Deals Announced
Sam Altman (OpenAI): Altman stepping off Helion board as OpenAI and Helion begin exploring significant-scale collaboration, signaling a deepening strategic partnership between AI and fusion energy.
Alexis Ohanian (776): Ohanian confirms he invested in an unnamed company at the seed round, referencing the compelling founder story as the primary signal, indicating founder-driven seed thesis remains active.
Thesis Shifts to Watch
Naval Ravikant (AngelList): Naval argues AI coding agents delivering one-shot custom apps directly to phones marks the beginning of the end for iPhone platform dominance, a major platform disruption thesis.
Guillermo Rauch (Vercel): Vercel has internally replaced nearly all SaaS tooling with AI-generated apps and agents, offering a leading indicator that the traditional SaaS model faces existential disruption.
Garry Tan (Y Combinator): YC president states that the definition of a strong engineer has fundamentally changed in the last four months, signaling AI coding proficiency is now a core competency bar.
Reid Hoffman (Manas AI): Reid Hoffman argues AI can eliminate organizational coordination overhead that scales superlinearly with headcount, signaling conviction in AI as a structural lever for enterprise efficiency.
Scott Belsky (Adobe/A24): Belsky identifies 'screenreading' AI that monitors all user activity to improve focus and recall as an emerging category, signaling conviction in ambient AI productivity tools.
Scott Belsky (Adobe/A24): Adobe exec suggests that raw creative files could become proof-of-human-craft credentials in an AI-saturated market, signaling a potential new moat for platforms storing native file formats.
Contrarian Takes
Jackson Moses (Silent Ventures): Skepticism about ownership transfer integrity in private asset-backed public vehicles, flagging potential legal and governance gaps in private market access products.
Jackson Moses (Silent Ventures): Investor warns retail buyers of the public venture fund VCX that many underlying holdings lack preferred equity protections, signaling structural risks in publicly listed VC vehicles.
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