A Wealth of Common Sense | Ben Carlson

Don’t Fight the Stock Market

Joe Lonsdale

Ep 151: The Myth of Michael Milken with Richard Sandler

Glenn Borok

Ten Bets or Two Hundred: Two Theories of the Power Law

Craft Ventures

Investing in Comfy: The Operating System for Generative Media

Saanya Ojha

OpenAI Gets Back to Work

Net Interest | Marc Rubinstein

Apple Turnover

99% Derisible | Yoni Rechtman

Context is the fifth primitive

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

From Scarcity To Abundance

Saastr

Medallia Is Just the Opening Act. Here’s the List of PE SaaS Deals Most at Risk.

Turner Novak

🎧🍌 The $5B Venture Growth Buyout Playbook | Alex Israel, CEO of Metropolis

A16Z

Charts of the Week: Software Ate the World

Newcomer | Eric Newcomer

Stakes Keep Getting Higher for the SpaceX IPO

Clouded Judgement | Jamin Ball

Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion

Not Boring | Packy McCormick

Weekly Dose of Optimism #190

Saastr

Top 10 Learnings from Sapphire Ventures’ 2026 Software x AI Report: 80+ $100m ARR AI Startups, The Ultra Round is The New Normal, and Enterprise is 50%+ of VC Now

Earnest Sweat

Prep Time

Tomasz Tunguz | Tomasz Tunguz

Competitive Strategy in the Age of AI

Sierra Ventures

Our Seed Investment in Band, Building the Backbone for Enterprise AI

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #28: Building Context

Saastr

20VC x SaaStr: The $60B Cursor Deal, Claude Design Comes for Figma, and Why Rippling’s 78% Growth at $1B Kills the “SaaS Is Dead” Meme

Lenny's Newsletter

GPT 5.5 just did what no other model could

Deciens

Investing in June Point Lending

All The Fintech | Charley Ma

You Wouldn't Fire Your Best Employee

A16Z

Investing in Glif

Pascal

What it takes to win for AI startups