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Sunday, 08 February, 2026
Saastr
$340 Billion in VC, But Fewer Deals Than Any Year This Decade: the Latest from SVB’s 2026 State of the Markets
A Wealth of Common Sense | Ben Carlson
Iceberg Crashes
A16Z Crypto
The Super Bowl of prediction markets
Lenny's Newsletter
Getting paid to vibe code: Inside the new AI-era job | Lazar Jovanovic (Professional Vibe Coder)
Two IPOs, Six Weeks Apart, Opposite Outcomes: 5 Lessons from Wealthfront’s Slide and EquipmentShare’s Pop
Investing in AI | Rob May
The Post-Model World: Why The System Is The New Moat.
Next Big Thing | Nikhil Basu Trivedi
The feature backlog has gone *poof*
Saturday, 07 February, 2026
Chamath Palihapitiya | Chamath Palihapitiya
What I Read This Week
🧠 Community Wisdom: Common mistakes when hiring a growth PM, using AI to speed up bug reporting, launching a solo consulting practice, resume titles for engineers transitioning to PM, and more
Kyle Harrison
The Incompetent Confidence Complex
Lisa Wehden | Lisa Wehden, ex-Bloomberg Beta
to friction or not to friction
Jessie Harris
The Golden Age of CPG
Stage 2
Uplevel or Replace? A CEO’s Dilemma at Series B
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
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
Friday, 06 February, 2026
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
