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Wednesday, 25 March, 2026
Investing in AI | Rob May
Shopify: The Operating System of AI-Driven Commerce
Cathay
Behind the Term Sheet: Qualified Health’s $125M Series B
Saanya Ojha
OpenAI Drops the Side Quests
Core VC
From Volume to Value: Building the Infrastructure for a New Era of Healthcare
The Sociology of Business | Ana Andjelic
Resale as the stock market for brands
Brian Sugar
Zhuzh (zh-uhzh)
Saastr
Five AI Agent Vendors Asked Us to Try Their Product This Week. Just One Got Deployed. Here’s the Difference.
Newcomer | Eric Newcomer
VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Test
A16Z
The Truth about Venture Capitalists (in 2007)
Sammy Abdullah
18 SaaS Earnings Calls that Show the True Impact of AI on SaaS
Robotics Needs Fewer Roboticists*
Glasswing VC
Glasswing Ventures Co-leads Seed Investment in Construction Intelligence Platform, Krane
Flare Capital
Investing in Qualified Health
Investing in Glimpse
The SaaS Rout of 2026 Is Even Worse Than You Think. For the First Time Ever, Software Now Trades at a Discount to the S&P 500.
Lenny's Newsletter
How Stripe built “minions”—AI coding agents that ship 1,300 PRs weekly from Slack reactions | Steve Kaliski (Stripe engineer)
A Wealth of Common Sense | Ben Carlson
Animal Spirits: The Best Stocks in History
Dear SaaStr: How Long Does It Take to Deploy an AI SDR?
Feld Thoughts | Brad Feld
Quality
Tuesday, 24 March, 2026
A Short History of Stock Market Pullbacks
Jensen Huang Would Like You to Think Bigger
Insight Partners
Supercharging financial advisors: How AI is reshaping wealth management
Alex Lazarow | Alex Lazarow
Announcing The Fluent Geo Alpha Prize
Annelies Gamble
Making Manufacturing Simulation Better, Not Just Faster
The Trials of Satya Nadella
