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Wednesday, 18 June, 2025
Madrona Ventures
Voice Is Going Vertical: How verticalized voice AI is becoming the next killer app
Dash Media
Handshake: Building the Workforce for the AI Economy
Saanya Ojha
OpenAI and Microsoft: The Gloves are Coming Off
Jarrod Dicker
Devotion over Distribution
Sammy Abdullah
SaaS Acquisition Multiples through Q1 2025
Feld Thoughts | Brad Feld
We Are All Just Dust In the Wind
Fika Ventures
2025 LA First Look Retreat — Securing the Enterprise: Scaling Verkada into a Modern…
Saastr
5 Interesting Learnings from Okta at $2.75 Billion in ARR
Newcomer | Eric Newcomer
AI Roll-Up Deals Accelerate as Top VC Firms Edge Towards Private Equity
My Climate Journey | Jason Jacobs
Inside Crusoe’s Rise as a Leading AI Infrastructure Builder
Collaborative Fund
"Reproducing the conditions that made Sequoia’s hallways electric"
Sequoia
Partnering with Traversal: Because every engineer remembers their first time … troubleshooting
Only 37% of 2019 VC Funds Have Returned Capital: Inside the Numbers That Show Why VC Fundraising Has Gotten So Hard
Venture Unlocked | Samir Kaji
From Zero to Billions: Decoding Startup Potential with Logan Bartlett of Redpoint Ventures
A Wealth of Common Sense | Ben Carlson
Animal Spirits: We Have to Talk About Sports Betting
Kyle Poyar's Growth Unhinged | Kyle Poyar
How to fight back against AI tourists
Digital Native | Rex Woodbury
The Opportunities in Consumer AI
Dear SaaStr: Should I Hire a Sales Consultant as My First Sales Rep?
How is GenAI Reshaping Software Engineering?
Tomasz Tunguz | Tomasz Tunguz
DuckLake - Subsecond Latency on a Petabyte
Tuesday, 17 June, 2025
SCOOP: Substack in Talks to Raise Financing as It Taps Into the Zeitgeist of Trump II
AI-Native Companies Are Creating a New Performance Tier: 132% NDR, 100% Growth at Scale, and 56% R&D Investment That’s Leaving Everyone Else Behind
Insight Partners
Celebrating 30 years of Insight Partners: A conversation with Peter Sobiloff
Pirate Wires | Mike Solana
Make America Jacked Again: The Case for Government Fat Camps
$200M for 12 Months: OpenAI’s Entry Ticket to the AI-Industrial Complex