Hunter Walk

Airlines Are Using AI to Maximize Prices — Here’s How You Fight Back

Saanya Ojha

Prime Time for AWS

Hunter Walk

Airlines Are Using AI to Maximize Prices – Here’s How You Fight Back

Fabrice Grinda

Marketplaces in the Age of AI: Threat or Opportunity?

Newcomer | Eric Newcomer

The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.

Retail Is Alive | Rebekah Kondrat

Five Plus One: How It Started, How It’s Going, and A Few Things I Know For Sure

Saastr

5 Interesting Learnings from Procore at $1.5 Billion in ARR: 16% Growth, Its First GAAP Operating Profit, and $845M for DroneDeploy

Saastr

When a 3.8x “Exit” Becomes 1.6x: The Gap Between Markups and Returns

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: Autonomous Driving

A16Z

Charts of the Week: Moar Machines

99% Derisible | Yoni Rechtman

Get rid of 90 day windows

Clouded Judgement | Jamin Ball

Clouded Judgement 7.31.26 - AWS CapEx ROI

Not Boring | Packy McCormick

Weekly Dose of Optimism #204

The Sociology of Business | Ana Andjelic

Fandom is not a marketing channel

Vickram Pradhan

Generic Pharma Tariffs, FDA's Peptide Circus, and The Vanishing Generational Wealth Transfer

Peter G Schmidt | Peter G Schmidt

Why 88% of America’s RVs Are Built in Indiana

A Wealth of Common Sense | Ben Carlson

Investing in Momentum

Saanya Ojha

MSFT: The House Always Wins

Turner Novak

🎧🍌 Healthcare Skipped Three Platform Shifts and Went Straight to AI | Alamin Uddin, NexHealth

Equal Ventures

ISO: The Future of AdTech

Conor Witt | Conor Witt

The Data Tapes Edition #50

Saastr

20VC x SaaStr: Jensen’s First Tweet Ever, The Agent That Rewrote My Code Without Telling Me, and Why The PE Turnaround Playbook Is Out Of Road

Joe Lonsdale

Ep 160: Box CEO Aaron Levie on Silicon Valley's AI Problem, Evidence for AI Job Creation & What Doomers and Accelerationists Get Wrong

G2VP

The Need for Fast, Cheap, Reliable Energy — Why We Invested in Antora

A16Z

The Hidden Math of Behavioral Health