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Wednesday, 01 July, 2026
Conor Witt | Conor Witt
The Data Tapes Edition #48
Better Tomorrow Ventures
Vertical AI Summit: The Economics of AI Growth
Saastr
The Agents Is Back. Outbound Isn’t Dead. Our Agents Are Collapsing Into Each Other. And Collections Just Went on Autopilot.
Euclid Ventures
Why Vertical AI Founders are Ditching Model Labs
Figma Grows 46% and Trades at 6x. Everyone Else Growing 30%+ Trades at 15-36x.
Ian's Blog: Nominal Returns | Ian Gutterman
Do Insurers Need To Be In Predictions Markets?
A Wealth of Common Sense | Ben Carlson
Animal Spirits: Is Debt Fueling the Rally?
Abhishek Singh
From Supply Shock to Sourcing Shift: India’s Emergence in Aerospace Components
Tuesday, 30 June, 2026
Lenny's Newsletter
Sonnet 5 review: I ran 64 generations to find out if it's worth it
Leverage in the Stock Market
Grant Gregory
Our Fourth Canto: For Legends in the Making
Saanya Ojha
The Token Stops Here
Emergence Capital
A thesis ten years in the making
Carried Away
The ATM Heresy
Annelies Gamble
The Breakeven Point: Rethinking AI for Physics Simulation
A16Z
Charts of the Summer: Featuring Deel
How top PMs increase their leverage with AI
QED
The evolution of stablecoins in a native-first world
The Agent Playbooks from Salesforce, Snowflake, Databricks, Harvey, and Lovable: Inside SaaStr AI 2026
The Monthly Brand Engine: How Monaco Manufactured a New Viral Moment Every 30 Days
Jamesin | Jamesin Seidel
Hiring With AI
Tomasz Tunguz | Tomasz Tunguz
The CIO's Choices are Clear in 2026
Monday, 29 June, 2026
Tanay Jaipuria | Tanay Jaipuria
RL Beyond the Verifiable
GPT-5.6 and the Politics of Launch
Lateral Thinking | Marco Demeireles
Coram.AI
