Saastr iconSaastrOct 18, 2026

Jason’s Takes on This Week’s 20VC x SaaStr: Pro Rata Fights, the First Real AI Price Drop, and Why $500M ARR Isn’t Safe Anymore

The SaaStr-side lessons from Valar, Jev, Haiku 5.5, Airtable and the Decacorn boom #1. Got cut out of a round? Say it once, then drop it. Years ago I was the only investor in a company for years. I bridged it when no one else would and helped wherever I could. Then a round came... Continue Reading

Jason’s Takes on This Week’s 20VC x SaaStr: Pro Rata Fights, the First Real AI Price Drop, and Why $500M ARR Isn’t Safe Anymore

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