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Friday, 24 July, 2026
Saanya Ojha
Jensen Joins the Resistance
Peter G Schmidt | Peter G Schmidt
How is Rawlings Worth $2 Billion?
On My Mind | Michael Dempsey
Beyond Tech's Power
Feld Thoughts | Brad Feld
Zero Knowledge: Twenty Chapters In
Lenny's Newsletter
Claude Opus 5 review: this model is brilliant (but annoying)
Net Interest | Marc Rubinstein
PayPal, Declined
Megan Maloney
Spotlight: How Karoo Moved the Needle on Value-Based Care
Euclid Ventures
THE VERTICAL MUSEUM · EXHIBIT 01
99% Derisible | Yoni Rechtman
Open models for open America
A16Z
Charts of the Week: Are Semis Cheap?
Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu
Open Weights, Many Winners
Newcomer | Eric Newcomer
High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers
Saastr
We Peaked at 30 AI Agents. Now We’re Coming Back Down to 20. Here’s What Consolidation Actually Looks Like. The Agents #011 Live!
You Should Be Collecting At Least 100% Of Your MRR Each Month in Cash. Ideally, 110%+.
Not Boring | Packy McCormick
Weekly Dose of Optimism #203
Clouded Judgement | Jamin Ball
Clouded Judgement 7.24.26 - The World Isn’t Zero Sum
Investing in AI | Rob May
Coherent: The Optical Plumber Of The AI Buildout
First Round Review
How Gamma pulled off their AI pivot | Jon Noronha (Co-founder and CPO of Gamma)
Alex Oppenheimer
Design the Wave. Don’t Just Ride it.
A Wealth of Common Sense | Ben Carlson
Investing in the Boom Times
Thursday, 23 July, 2026
Michael Dempsey
Power, Status, and Legitimacy in Tech
Beyond Tech’s Power: On Status, Sacrifice, and the Search for Legitimacy
Hunter Walk
I’ve Changed My Mind.
I’ve Changed My Mind. Early Stage Venture Funds of $100 Million or Less Should Hold Almost No Reserves for Follow-On.
SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception
