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Wednesday, 03 June, 2026
First Round Review
Firsthand: Seven Years Inside Applied Intuition, the Quietly Dominant Physical AI Company
Fred Wilson
USV Analyst 2.0
A16Z
Investing in Town
Crucible Capital
The Datacenter Series Part 3: Networking Systems
Small Businesses are the Next Frontier for AI
Investing in Lassie
Earnest Sweat
One Hundred Times in the Water
Saastr
The Agents #006: We Run SaaStr AI on 3 Humans and 21+ AI Agents. Here’s Every Agent, Agent by Agent, With the Numbers.
Ian's Blog: Nominal Returns | Ian Gutterman
The S&P Is Going To 10K (On The Way to 5K)
USV
Suno
Lenny's Newsletter
Gemini Omni: Clone yourself with AI in under 15 minutes
A Wealth of Common Sense | Ben Carlson
Animal Spirits: The Biggest Short Squeeze of All-Time
Scott Hartley
AI and the Jevons Paradox
Agents Just Passed Humans in Token Usage. And They Burn Far More Than Anyone Budgeted. A Deep Dive With OpenRouter’s COO
Entrepreneur First
Portfolio News | May 2026
Tomasz Tunguz | Tomasz Tunguz
Intelligence Per Dollar
Tuesday, 02 June, 2026
Hunter Walk
With all the AI money sloshing around Skin in the Game isn’t enough anymore.
With all the AI money sloshing around Skin in the Game isn’t enough anymore. I’m looking for Heart in the Game too.
Building Rome(s) | Aadil Maan
“Go Learn AI” Might Be Terrible Career Advice
Meritech
Meritech Software Pulse | 29-May-2026
The Housing Market Recession
Saanya Ojha
The Great AI Mark-to-Market
Lolita Taub
🧨 Vote for book cover, AI arson, smart lenses, 2026 IPO pipeline, funding opportunities and more
Introducing Special
Euclid Ventures
Beauty and the VC
