Jared Sleeper (@JaredSleeper) / X

Jared Sleeper

3,600 posts

Jared Sleeper

@JaredSleeper

Partner at Avenir, where I invest in startups. Here to bring some analytical irreverence, while trying to add a little information to the world. Views my own.

NYC

Joined October 2011

Pinned
Jared Sleeper
@JaredSleeper
Jul 3
Built a fun side project today. WhatWouldClaudeUse.com shows which vendor/tech LLMs recommend for vibe-coding use cases. Some categories are competitive (see: email APIs, below) and others are clean sweeps (@sentry in observability, @vercel in hosting, etc.).
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Jared Sleeper
@JaredSleeper
Oct 22, 2025
The only time I've seen charts like this was when I was considering investing in Uber in 2015.
Fareed Mosavat
@far33d
Oct 22, 2025
This chart is so insane it looks fake. Huge businesses (plural) will be built on top of this chart.
764K
Jared Sleeper
@JaredSleeper
Aug 4, 2025
Not remotely surprsingly that @figma has a top 15 Grindscore amongst all venture backed companies with >100 Glassdoor reviews. Grindscore = % of employees "Positive Business Outlook" / "Work Life Balance." Low WLB + employees who believe in the company = success.
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Jared Sleeper
@JaredSleeper
May 15, 2022
E-commerce in the US is in crisis: penetration peaked in Q2 2020 and has been stagnant since at ~16% of retail spend. Where will it go from here? In this thread, I’ll break down the bull/bear arguments, discuss a potential POV and share a link to the model used to derive it 🧵:
Jared Sleeper
@JaredSleeper
Dec 5, 2021
I don't know who needs to read this, but a friendly reminder that the typical scaled SaaS company is probably worth ~8x revenues at "steady-state," which is a decade of >15% growth away for most.🧵👇
Jared Sleeper
@JaredSleeper
Aug 8, 2025
Amazing how investors can forget the implications of investing at peak hype. Consider SaaS in 2020-2022. I took the @Wing_VC enterprise tech 30 from 2020, filtered down to the 23 companies that achieved unicorn valuations, tracked their peak valuation and compared to their
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Jared Sleeper
@JaredSleeper
Jul 11, 2024
At Avenir, we’re optimistic about the future of software- but keenly aware that the sector has struggled lately. This 45-page deck is our answer to a question echoing through the venture ecosystem and beyond: “What’s Wrong with SaaS?!” docsend.com/v/rk92w/avenir…
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Jared Sleeper
@JaredSleeper
Aug 4, 2025
Happy to see the Grindscore going viral yesterday. Always fun when people like a new metric or way to think about data. By popular demand, here are the highest Grindscore public software companies (of those I follow closely):
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Jared Sleeper
@JaredSleeper
Oct 23, 2021
I took some time to write up my public SaaS framework and honed it down to three "negative factors" to avoid and two "positive factors" to seek. I'll post a separate thread on each in the weeks to come. For now, here's a working outline of the five things I watch for🧵👇
Jared Sleeper
@JaredSleeper
Apr 10, 2022
Weekend research results. 30/72 companies in the @BessemerVP Emerging Cloud Index have at least one of: Indian CEO Indian CTO/CIO >10% of headcount in 🇮🇳 No other country is close. The interconnection between the 🇺🇸/🇮🇳 tech ecosystems is deep, growing and crucial for both.
Jared Sleeper
@JaredSleeper
Apr 11, 2019
One of the most important charts in the world:
Jared Sleeper
@JaredSleeper
Oct 25, 2021
Yesterday, I posted an outline of my public SaaS framework. As promised, I'm going to go through each of the five factors in detail with a mini-case study. First up: what is TAM saturation and what are the warning signs for a SaaS company at scale? 🧵👇
Jared Sleeper
@JaredSleeper
Dec 1, 2022
Just built this Hedge Fund name generator in about 10 minutes using @OpenAI chat. 🤯 Didn't write a line of code, I just went back and forth with it a bit and pasted the output into @Replit. Incredible. Here are the prompts I used, typos and all 🧵: …undNameGenerator.jaredsleeper.repl.co
Jared Sleeper
@JaredSleeper
Oct 30, 2021
Last week, I published my public SaaS investing framework. This is the second of five threads diving deeper into each of the factors: when is it right to worry about competition hurting scaled SaaS companies? 🧵👇