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Consider The Lillies

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3 charts on the tokenized stocks boom

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The Power of Patience

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Build on the Stack You Have: How Anthropic’s Head of Industries, Atlassian’s Head of AI, and Scale’s Rory O’Driscoll Landed on the Same AI Playbook

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What’s 🔥 in AI/Infra/VC #508

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Dear SaaStr: When Should We Start Pushing For Multi-Year Contracts?

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Picking Stocks in a Bloodbath

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3 types of brand gravity

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Seattle's Third Act

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America’s Open-Model Paradox

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Jensen Joins the Resistance

Peter G Schmidt | Peter G Schmidt

How is Rawlings Worth $2 Billion?

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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

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Spotlight: How Karoo Moved the Needle on Value-Based Care

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THE VERTICAL MUSEUM · EXHIBIT 01

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Charts of the Week: Are Semis Cheap?

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High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers

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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!