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Thursday, 05 February, 2026
Collin Wallace
Prediction Markets Are Digital OxyContin
Feld Thoughts | Brad Feld
Blurry Transitions
Making Connections by Jax | Jax Vullinghs
Uncovered Bookmarks #20: Becoming MCP Native
Glasswing VC
AI Atlas: Rethinking AI’s Attention Span: Recursive Language Models
Saanya Ojha
When Great Quarters Meet Bigger Bills
A Wealth of Common Sense | Ben Carlson
Investing a Lump Sum of Cash in This Market
yCombinator
Adding Canada Back to Our List of Accepted Countries of Incorporation
Cathay
Behind the Term Sheet: GenLogs $60M Series B
Termsheet | Zubair N. Paracha
2025: MENA Public Tech, by the Numbers
Ian's Blog: Nominal Returns | Ian Gutterman
Debunking Super Bowl Quarterback Myths
Saastr
Why a Lot of SaaS is Still “Terrible”: You Can’t Just Talk to It and Have It Do What You Want. It’s Time in the Age of AI.
A16Z
Best of the Best of Mobile
QED
What if nuance is the moat?
John Tough
Energize leads $16M Series A in Nixtla
Investing in AI | Rob May
AEHR Test Systems: An Overvalued Beneficiary of The Semiconductor Boom
The Micromobility Newsletter | Team M
The 60 Year Ride to Shared E-Bikes
Inference Costs Average 23% of Revenue at AI B2B Companies. How Will You Pay For It?
David Talpalar
AI's Impact on Manufacturing Variance
First Round Review
Executive Function: Building systems that can make decisions without you | Jeanne DeWitt Grosser (COO, Vercel)
Dawn Capital
Rewiring national operating systems
Tomasz Tunguz | Tomasz Tunguz
Google's 52x AI Growth
Wednesday, 04 February, 2026
Joe Lonsdale
Ep 141: AI Hackers Are Here; Cybersecurity Legend Kevin Mandia Is Building the Answer
Lateral Thinking | Marco Demeireles
Why We Invested in Synthpop.AI
Rage For the Machine
Sierra Ventures
Sierra Ventures: Our Early-Stage Investment in Expert Intelligence