Jessie Harris

The Golden Age of CPG

Stage 2

Uplevel or Replace? A CEO’s Dilemma at Series B

Saastr

AI Gross Margins Are Up, R&D Spend Is Way Up, AI Pricing is a Mess: 5 Key Takeaways from ICONIQ’s State of AI Report

Ed Sim

What’s 🔥 in Enterprise IT/VC #484

F Prime

Fintech IPOs & 2025 Fintech Rebound

Saastr

How Nebius Built a $4B+ GPU Cloud in 18 Months: The 7 Top Lessons Learned

Earnest Sweat

The VC Special Doesn’t Start on the Main Stage

Janelle Teng

The SaaSacre of 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