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Friday, 06 February, 2026
A Wealth of Common Sense | Ben Carlson
Some Things I’ve Been Wrong About
Supercruise
The Structural Advantage of Capital Efficiency
Net Interest | Marc Rubinstein
Excel Forever
My Climate Journey | Jason Jacobs
Why Climate Jobs Aren't Enough Anymore
Turner Novak
🎧🍌 How Duo Security went Zero to $1B ARR in Ann Arbor | Dug Song, Jon Oberheide
Saanya Ojha
OpenAI and Anthropic's Heated Rivalry
David Cahn
The Greatest Strategy Game in the History of the World
99% Derisible | Yoni Rechtman
Legibility is a brand to capital and brand is promises kept
Crucible Capital
Building a Datacenter Part II
Newcomer | Eric Newcomer
Software Stock Swoon Signals Extraordinary Faith in AI
Evan O'Donnell
Agents Need to Fail Better
Saastr
PE Is No Longer Coming to the Rescue. And That Probably Means No One Will.
A16Z
Death of Software. Nah.
Shruti Gandhi | Shruti Gandhi
Churn/Retention in the Era of AI
Kyle Harrison
Networked Conviction 003
Clouded Judgement | Jamin Ball
Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?
Not Boring | Packy McCormick
Weekly Dose of Optimism #179
B2B Budgets Are Up 8%, App Counts Are Flat, But AI Spend Is Up 108%. The Latest Data from Zylo
SaaStr AI App of the Week: Relevance AI — The Platform Where Ops Teams Build Entire AI Workforces (Without Writing a Line of Code)
Deconstructor of Fun
Sort Puzzles: How a New Subgenre is Born
Multicoin Capital
Multicoin Capital’s Investment Thesis
Tomasz Tunguz | Tomasz Tunguz
How Markets Price AI Risk
Thursday, 05 February, 2026
Insight Partners
AWARD: Financial News’ Pride of Finance Rising Stars – Alberto Padilla Rivera
20VC x SaaStr: SpaceX at $1.25 Trillion, SaaS Stocks Down 40%, and the Week We Connected a Million AI Agents … Sort Of
The Humanoid Robot Delusion