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Thursday, 07 May, 2026
Next Big Thing | Nikhil Basu Trivedi
Sense of Urgency
Making Connections by Jax | Jax Vullinghs
The Pursuit of Excellence
Investing in AI | Rob May
Adobe: An AI Victim Story That May Be Wrong
A Wealth of Common Sense | Ben Carlson
A Government Debt Crisis?
Saanya Ojha
Anthropic’s Compute Speedrun
Craft Ventures
Investing in ElevenLabs: Leading the Voice AI Modality
Saastr
20VC x SaaStr: The Most Aggressive Quarter in American Capitalism, Palantir’s Rule of 145, and Why Brian Armstrong Just Killed the Manager-of-Managers
Turner Novak
🎧🍌 Cursor + Kalshi Seed Investor on Spotting Outlier Talent | Ali Partovi, Neo
Our AI VP of Customer Success “QBee” Saved Us 70% of the Human Hours Vs. Before. Both Internally and With External Teams. A 3x Multiplier.
A16Z
How an AI Bill Becomes a Law
Conor Witt | Conor Witt
The Data Tapes Edition #44
DAU, WAU and MAU Are the New Lighthouse Metric in B2B + AI. Harvey’s a Great Case Study.
David Talpalar
Housing is a Supply Problem. How can Tech Help?
Jamie Tomalin
Backing Asterix: Enabling Healthcare Abundance
The Micromobility Newsletter | Team M
The Rise and Fall of China's Bicycle Kingdom: Part 1
Lenny's Newsletter
Code with Claude: The 5 biggest updates explained
Tomasz Tunguz | Tomasz Tunguz
AI at Discount
Wednesday, 06 May, 2026
Amir Kabir
Edition 45 | 2026 — Permissioning Machines
Euclid Ventures
David Haber at a16z: In Vertical AI, Market Structure Is the New TAM
Tragedy Apps, Database Deletions, AI PR Pitches I Block on Sight, and Why We’re Hiring a Marketer to Report to an AI Agent: The Agents #004 is Out!
OpenAI, Anthropic, and the War of the JVs
Jamesin | Jamesin Seidel
Always keeping score.
First Round Review
Firsthand: How I Bet On Clay (And It Bet On Me)
Investing in Ethos
Emergence Capital
Should Your SaaS Company Become a Services Business?